Company lists · Data refreshed September 2026

Top 25 Personal finance consultants based in France

RevenueBase identified 348 personal finance consultants headquartered in France as of September 2026 and tracks 3,820 professional contacts across them, including 976 with verified work emails. Paris is the largest hub.

This list covers personal finance consultants headquartered in France, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review
348Companies
3,820Contacts tracked
976Verified emails
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The 25 largest personal finance consultants based in France

Ranked by team size
Top 25 of 348 personal finance consultants based in France, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to personal finance consultants: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceBois-colombes, FranceHQ checked Sep 20, 2026501-1,0002,390 contacts →

Indirect evidence

“Particuliers, chefs d'entreprise, TPE/PME.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceParis, FranceHQ checked Sep 20, 202651-200154 contacts →

Indirect evidence

“Comment votre patrimoine peut-il refléter votre parcours de vie tout en préparant votre avenir?”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceBoulogne Billancourt, FranceHQ checked Sep 20, 202611-5086 contacts →

Indirect evidence

“Société de courtage située à Paris, le Groupe Rodin est né il y a maintenant 18 ans dans l’objectif d’accompagner particuliers et entreprises dans leurs placements et leur…”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceParis, FranceHQ checked Sep 20, 2026n/a73 contacts →

Indirect evidence

“Chez Investisseur Privé, votre conseiller dédié vous accompagne au quotidien dans la constitution, la gestion et le suivi de vos portefeuilles d’investissement, et plus largement…”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceParis, FranceHQ checked Sep 20, 202611-5046 contacts →

Indirect evidence

“Expert de la gestion de patrimoine pour tous.”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceParis, FranceHQ checked Sep 20, 202611-5037 contacts →

Indirect evidence

“Carat Capital est le leader d’une nouvelle génération de conseil en patrimoine.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceToulouse, FranceHQ checked Sep 20, 202611-5030 contacts →

Indirect evidence

“Patrimum Groupe, c'est aujourd'hui plus de 300 clients, pour un encours supérieur à 100 M€.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceToulouse, FranceHQ checked Sep 20, 202611-5025 contacts →

Indirect evidence

“Ouvrez la porte à votre patrimoine!”

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidenceParis, FranceHQ checked Sep 20, 202611-5020 contacts →

Partial evidence

“Après plusieurs années d'expériences dans le domaine de la finance, mon associé, Romain Leruez, et moi même avons créée une société à notre image : SnL Conseil "l'art de vous…”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceLyon, FranceHQ checked Sep 20, 202611-5019 contacts →

Indirect evidence

“Nombreux sont ceux qui pensent que le conseil en gestion de patrimoine est un métier réservé à une certaine élite sociale.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceVersailles, FranceHQ checked Sep 20, 202611-5016 contacts →

Indirect evidence

“Grisbee Gestion Privée est un cabinet en gestion de patrimoine digital qui vous offre une expérience à 360° : un conseiller dédié, des placements et services haut de gamme ainsi…”

Source: RevenueBase Database · checked Sep 20, 2026
12Strong evidenceNancy, FranceHQ checked Sep 20, 202611-5013 contacts →

Strong evidence

“Avec MonBudget, vous bénéficiez d’un accompagnement personnalisé visant à analyser votre situation financière dans sa globalité.”

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidenceBéthune, FranceHQ checked Sep 20, 202611-5013 contacts →

Partial evidence

“Joptimise.com est un courtier en ligne dédié à l’optimisation financière des particuliers.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceParis, FranceHQ checked Sep 20, 202611-5012 contacts →

Indirect evidence

“Vous accompagner dans le développement de votre vie », c’est dans cet esprit qu’Alpha Phi a été créé.”

Source: RevenueBase Database · checked Sep 20, 2026
15Partial evidenceMarseille, FranceHQ checked Sep 20, 20261-1011 contacts →

Partial evidence

“RESPECTER LE PASSE, GERER LE PRESENT ET PREPARER L’AVENIR Massalia Finance a été créé en nous conseillons près de 800 familles.”

Source: RevenueBase Database · checked Sep 20, 2026
16Partial evidenceParis, FranceHQ checked Sep 20, 20261-1011 contacts →

Partial evidence

“Consulting in Strategy & Corporate Finance

Source: RevenueBase Database · checked Sep 20, 2026
17Partial evidenceLyon, FranceHQ checked Sep 20, 202611-5010 contacts →

Partial evidence

“Chez Buddey, on est convaincu que la gestion centralisée de ton projet financier te permet de gagner du temps et de l’argent.”

Source: RevenueBase Database · checked Sep 20, 2026
18Partial evidenceParis, FranceHQ checked Sep 20, 202611-509 contacts →

Partial evidence

“Actalan est un cabinet spécialisé dans le conseil en finance.”

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidenceBayonne, FranceHQ checked Sep 20, 20261-109 contacts →

Indirect evidence

“CAPL Conseils La gestion de patrimoine accessible et responsable!”

Source: RevenueBase Database · checked Sep 20, 2026
20Partial evidenceCugnaux, FranceHQ checked Sep 20, 20261-108 contacts →

Partial evidence

“Pendant des décennies, l’accès au conseil financier privé a été réservé à une élite financière restreinte.”

Source: RevenueBase Database · checked Sep 20, 2026
21Indirect evidenceLe Havre, FranceHQ checked Sep 20, 20261-108 contacts →

Indirect evidence

“Implanté au Havre, LMC Invest est un cabinet de gestion de patrimoine qui accompagne depuis 2012 les particuliers, les chefs d’entreprise et les professions libérales dans leurs…”

Source: RevenueBase Database · checked Sep 20, 2026
22Partial evidenceLyon, FranceHQ checked Sep 20, 20261-107 contacts →

Partial evidence

“Nous accompagnons les particuliers et professionnels dans tous les domaines liés aux placements financiers et la gestion de patrimoine.”

Source: RevenueBase Database · checked Sep 20, 2026
23Partial evidenceBeaune, FranceHQ checked Sep 20, 20261-107 contacts →

Partial evidence

“Conseils en stratégie patrimoniale, investissements immobiliers et placements financiers à Beaune et à Paris.”

Source: RevenueBase Database · checked Sep 20, 2026
24Partial evidenceLa Chevrolière, FranceHQ checked Sep 20, 20261-107 contacts →

Partial evidence

“SG FINANCE | Conseil en gestion privée et gestion de patrimoine”

Source: RevenueBase Database · checked Sep 20, 2026
25Indirect evidenceParis, FranceHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

“Nous sommes Jérémy Doyen et Guillaume Bonnet, anciens banquiers privés à la BNP Banque Privée de Paris 17 et fondateurs de Bonnet & Doyen Conseil.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 348 personal finance consultants based in France

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Personal finance consultants based in France at a glance

As of Sep 20, 2026
25.5%Verified-email coverage
11.0Average contacts per company
1-10Median size (employees)
14.9%Largest-city concentration · Paris
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
310
11-50
27
51-200
4
201-500
1
501-1,000
2

Email recency for this list is measured worldwide rather than for France, so it is reported there. Company counts and contact totals on this page are exact for France, over 348 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among personal finance consultants, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in France whose own description of what they do matches “personal finance consultants”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names personal finance consultants), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among personal finance consultants, and records with no verified work email. Companies headquartered outside France are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 976 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Personal finance consultants by metro

  • Personal finance consultants in Paris52

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names personal finance consultants, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many personal finance consultants are there based in France?

RevenueBase identified 348 personal finance consultants headquartered in France as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

UFF, headquartered in Bois-Colombes, tops this list with the largest team on record.

Which city has the most personal finance consultants?

Paris leads with 52 headquartered companies, followed by Lyon (18) and Toulouse (12).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 976 verified decision-maker contacts tracked across these 348 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.