Company lists · Data refreshed September 2026

Top 11 Personal financial advisors based in Bordeaux, France

RevenueBase identified 39 company matches for personal financial advisors associated with Bordeaux, France as of September 2026 and tracks 140 professional contacts across them, including 28 with verified work emails. Across France, Paris is the largest hub for this category (242 companies); Bordeaux has 39.

This list covers company matches for personal financial advisors associated with Bordeaux, France, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built
39Companies
140Contacts tracked
28Verified emails
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The 11 largest personal financial advisors based in Bordeaux, France

Ranked by team size
Top 11 of 39 company matches for personal financial advisors based in Bordeaux, France, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchBordeaux, FranceHQ recorded Sep 20, 20261-1016 contacts →

Exact match

“Une approche basée sur la personne: Avant toute chose, nous essayons de comprendre qui vous êtes.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2Exact matchBordeaux, FranceHQ recorded Sep 20, 20261-108 contacts →

Exact match

“Finance Invest est un cabinet de conseil en gestion de patrimoine fondé en 1995 et installé à Bordeaux.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3Exact matchBordeaux, FranceHQ recorded Sep 20, 20261-106 contacts →

Exact match

“Les temps changent, l'Histoire avance et la Gestion de Patrimoine aussi.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4Exact matchBordeaux, FranceHQ recorded Sep 20, 20261-104 contacts →

Exact match

“MCC PATRIMOINE est un cabinet de Gestion dePatrimoine situé au 8 Rue Hustin Bordeaux.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5Exact matchBordeaux, FranceHQ recorded Sep 20, 20261-104 contacts →

Exact match

“Le cabinet Ethik Conseil & Patrimoine vous accompagne sur la mise en place de solutions patrimoniales adaptées à vos moyens et vos besoins.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6Exact matchBordeaux, FranceHQ recorded Sep 20, 20261-104 contacts →

Exact match

“Interselection Actuariat Adviser a été créée en 1996, et a pour rôle d’être un véritable "outil de travail" pour une optimisation des décisions d'investissements sur les marchés…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7Exact matchBordeaux, FranceHQ recorded Sep 20, 20261-103 contacts →

Exact match

“Cabinet de conseil financier et de gestion de patrimoine entièrement dédié aux professionnels de la santé et aux dirigeants à forts enjeux patrimoniaux: wealthierlifecapital.com …”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8Exact matchBordeaux, FranceHQ recorded Sep 20, 20261-102 contacts →

Exact match

“Construire votre patrimoine : Votre patrimoine reflète vos différents cycles de vie et l’anticipation est le maître mot afin de vous constituer un patrimoine conséquent.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9Exact matchBordeaux, FranceHQ recorded Sep 20, 20261-102 contacts →

Exact match

“Le patrimoine se bâtit tout au long des étapes d'une vie.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10Exact matchBordeaux, FranceHQ recorded Sep 20, 20261-101 contacts →

Exact match

“ADGP Bordeaux Investissement© est une marque indépendante de conseil en gestion de patrimoine, exploitée par SAS POSEIDON FINANCES, société réglementée et enregistrée en France…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11Exact matchBordeaux, FranceHQ recorded Sep 20, 20261-101 contacts →

Exact match

“Chez WELLPHI, nous mettons nos expertises à votre service pour activer votre patrimoine.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

Showing 11 of 39 personal financial advisors based in Bordeaux, France

See the full list, filter by size, metro and specialty, and access 28 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Personal financial advisors based in Bordeaux, France at a glance

As of Sep 20, 2026
20.0%Verified-email coverage
3.6Average contacts per company
1-10Median size (employees)
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
36
11-50
3

Email recency for this list is measured across the whole France list rather than for Bordeaux, so it is reported there. Company counts and contact totals on this page are exact for Bordeaux, over 39 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with Bordeaux, France whose business descriptions match “personal financial advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 28 professional contacts with verified work emails across the full matched dataset. 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.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “personal financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal financial advisors are there based in Bordeaux, France?

RevenueBase identified 39 company matches for personal financial advisors associated with Bordeaux, France as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Montaigne Conseil & Patrimoine tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in France has the most personal financial advisors?

Paris leads France with 242 company records, followed by Lyon (58) and Toulouse (44). Bordeaux has 39.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 28 professional contacts with verified work emails tracked across these 39 companies; direct dials are available where recorded.

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 SmartSearch, 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.