Company lists · Data refreshed September 2026

Top 25 Personal financial advisors based in Paris, France

Name: Personal financial advisors based in Paris, France
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 242 companies tracked

RevenueBase identified 242 personal financial advisors headquartered in Paris, France as of September 2026 and tracks 1,565 professional contacts across them, including 530 with verified work emails. Paris is the largest hub.

This list covers personal financial advisors headquartered in Paris, 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

242Companies

1,565Contacts tracked

530Verified emails

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The 25 largest personal financial advisors based in Paris, France

Ranked by team size

Top 25 of 242 personal financial advisors based in Paris, France, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to personal financial advisors: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	L&a Finance	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	51-200	154 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
2	Optélios Groupe	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	64 contacts →
	Indirect evidence “Gestion de patrimoine • Bilan Patrimonial • Analyse • Prescription patrimoniale Financement • Accompagnement • Conseil Gestion privée • Vie” Source: RevenueBase Database · checked Sep 20, 2026
3	Mirari Wealth Management	Partial evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	51 contacts →
	Partial evidence “Chez MIRARI Wealth Management, nous rendons la gestion privée accessible à tous et proposons une stratégie personnalisée à nos clients.” Source: RevenueBase Database · checked Sep 20, 2026
4	Ramify	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	51 contacts →
	Indirect evidence “Ramify réinvente la gestion de patrimoine en offrant aux particuliers l'accès à des solutions dignes des plus grandes banques privées.” Source: RevenueBase Database · checked Sep 20, 2026
5	Cabinet IGC	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	51-200	48 contacts →
	Indirect evidence “Au Cabinet IGC, nous mettons notre expertise en gestion de patrimoine au service de votre retraite, en vous proposant des solutions d’investissement sur mesure et optimisées.” Source: RevenueBase Database · checked Sep 20, 2026
6	CLIMB	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	48 contacts →
	Indirect evidence “En France, s’occuper de son patrimoine, de ses investissements ou de ses impôts peut sembler complexe : manque de temps, de connaissances ou d’interlocuteurs de confiance.” Source: RevenueBase Database · checked Sep 20, 2026
7	Perlib	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	46 contacts →
	Indirect evidence “Expert de la gestion de patrimoine pour tous.” Source: RevenueBase Database · checked Sep 20, 2026
8	Kays Wealth Management	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	45 contacts →
	Indirect evidence “KAYS Wealth Management est né d’un constat établi par les associés du groupe sur ces 15 dernières années, à savoir un manque de conseil en matière d’investissements et…” Source: RevenueBase Database · checked Sep 20, 2026
9	Carat Capital	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	37 contacts →
	Indirect evidence “Carat Capital est le leader d’une nouvelle génération de conseil en patrimoine.” Source: RevenueBase Database · checked Sep 20, 2026
10	Epsilium	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	30 contacts →
	Indirect evidence “Conseil en gestion de patrimoine du particulier.” Source: RevenueBase Database · checked Sep 20, 2026
11	Origeen Capital	Partial evidence	Paris, FranceHQ checked Sep 20, 2026	1-10	23 contacts →
	Partial evidence “ORIGEEN CAPITAL est un cabinet de conseil indépendant en stratégie patrimoniale et financière.” Source: RevenueBase Database · checked Sep 20, 2026
12	Haussmann Patrimoine	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	21 contacts →
	Indirect evidence “Faire mieux que votre Banque Privée.” Source: RevenueBase Database · checked Sep 20, 2026
13	Financiere DE LA Seine	Partial evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	20 contacts →
	Partial evidence “Fort d’une expertise de plus de 50 ans, le Groupe Financière de la Seine a acquis la confiance de + de clients répartis entre Paris, Le Havre et Deauville.” Source: RevenueBase Database · checked Sep 20, 2026
14	Essor Conseil	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	1-10	20 contacts →
	Indirect evidence “Créée en décembre la société de Conseil en Gestion de Patrimoine ESSOR Conseil est l’évolution d’une activité libérale commencée en 1997 par ses fondateurs.” Source: RevenueBase Database · checked Sep 20, 2026
15	SNL Conseil	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	20 contacts →
	Indirect 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
16	Alternative Patrimoine	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	1-10	13 contacts →
	Indirect evidence “Les associés fondateurs d'Alternative Patrimoine, réunissent plus de 40 années d'expérience en gestion privée.” Source: RevenueBase Database · checked Sep 20, 2026
17	3c Capital	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	13 contacts →
	Indirect evidence “Le groupe 3C CAPITAL, fondé en 2021 par son Président David Cohen, est le résultat du rachat des Cabinets Charel et Cogéas et de la société Conseil Invest.” Source: RevenueBase Database · checked Sep 20, 2026
18	Alpha PHI	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	12 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
19	COLBR	Strong evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	11 contacts →
	Strong evidence “Colbr (groupe) Chez Colbr, nous modernisons la gestion financière et patrimoniale grâce à une approche hybride : la technologie pour simplifier, et des experts pour personnaliser.” Source: RevenueBase Database · checked Sep 20, 2026
20	Cabinet Fild	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	1-10	10 contacts →
	Indirect evidence “Le Cabinet FILD vous accompagne dans la gestion et l'optimisation du patrimoine individuel ou familial, incluant le patrimoine d'entreprise : Retraite Prévoyance Patrimoine Fondé…” Source: RevenueBase Database · checked Sep 20, 2026
21	SPG Société Parisienne DE Gestion	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	10 contacts →
	Indirect evidence “La Société Parisienne de Gestion est une société de gestion indépendante fondée en 1990.” Source: RevenueBase Database · checked Sep 20, 2026
22	Mahr & Associes	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	9 contacts →
	Indirect evidence “Le cabinet Mahr & Associés accompagne ses clients, particuliers ou professionnels, dans la constitution, la gestion et l'optimisation de leur patrimoine (épargne, investissement…” Source: RevenueBase Database · checked Sep 20, 2026
23	Audit & Coverage	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	1-10	9 contacts →
	Indirect evidence “Audit & Coverage "L'assurance d'une mission réussie" Audit & Coverage est un cabinet de courtage moderne et innovant.” Source: RevenueBase Database · checked Sep 20, 2026
24	AD HOC Partners	Partial evidence	Paris, FranceHQ checked Sep 20, 2026	1-10	9 contacts →
	Partial evidence “Ad hoc Partners est née de la volonté d'offrir à une clientèle de personnes physiques, en particulier d'entrepreneurs, souvent entourées de spécialistes qui ne communiquent pas…” Source: RevenueBase Database · checked Sep 20, 2026
25	Monceau Patrimoine	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence “Monceau Patrimoine – Votre partenaire patrimonial à 360° Notre mission est simple : vous accompagner tout au long de votre vie pour optimiser et sécuriser votre patrimoine.” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: personal financial advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names personal financial advisors.
Partial evidence: Its own public description names part of personal financial advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name personal financial advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 242 personal financial advisors based in Paris, France

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Personal financial advisors based in Paris, France at a glance

As of Sep 20, 2026

33.9%Verified-email coverage

6.5Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · Paris

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

199

11-50

51-200

Email recency for this list is measured across the whole France list rather than for Paris, so it is reported there. Company counts and contact totals on this page are exact for Paris, over 242 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 financial advisors, 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 Paris, France whose own description of what they do matches “personal financial advisors”. 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 financial advisors), 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 financial advisors, and records with no verified work email. Companies headquartered outside Paris 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, 530 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 financial advisors by metro in France

Personal financial advisors in Paris242
Personal financial advisors in Lyon58
Personal financial advisors in Toulouse44
Personal financial advisors in Bordeaux39

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 financial advisors, 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 financial advisors are there based in Paris, France?

RevenueBase identified 242 personal financial advisors headquartered in Paris, 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?

L&a Finance, headquartered in Paris, tops this list with the largest team on record.

Which city has the most personal financial advisors?

Paris leads with 242 headquartered companies, followed by Lyon (58) and Toulouse (44).

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 530 verified decision-maker contacts tracked across these 242 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.