Company lists · Data refreshed September 2026
Top 25 Personalized investment platforms based in Paris, France
RevenueBase identified 387 personalized investment platforms headquartered in Paris, France as of September 2026 and tracks 5,514 professional contacts across them, including 1,636 with verified work emails. Across France, Paris is the largest hub for this category.
This list covers personalized investment platforms 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 29, 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.
The 25 largest personalized investment platforms based in Paris, France
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,141 contacts → | ||||
Indirect evidence “Indosuez Wealth Management is the global wealth management brand of Crédit Agricole Group, ranked 9th largest bank in the world based on balance sheet (The Banker 2024).” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 243 contacts → | ||||
Indirect evidence “Entité de Pluralle Groupe, Groupe Quintésens est un cabinet spécialisé en gestion de patrimoine global.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 154 contacts → | ||||
Indirect evidence “Comment votre patrimoine peut-il refléter votre parcours de vie tout en préparant votre avenir?” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 132 contacts → | ||||
Indirect evidence “At Shares, we transform the investing experience with technology-driven solutions designed to meet diverse needs – whether you’re an individual investor, a financial advisor, or a…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 69 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 64 contacts → | ||||
Indirect evidence “Gestion de patrimoine • Bilan Patrimonial • Analyse • Prescription patrimoniale Financement • Accompagnement • Conseil Gestion privée • Vie” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 61 contacts → | ||||
Indirect evidence “The Altaroc Revolution enables our distributors to offer their private clients institutional-quality Private Equity starting at Maurice Tchenio, co-founder of Apax Partners, and…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 58 contacts → | ||||
Indirect evidence “Créé en 2005, EasyBourse était à ses débuts un site d’informations financières avant de devenir en 2009 le courtier en ligne de La Banque Postale.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 52 contacts → | ||||
Indirect evidence “Nalo, des plans pour votre argent.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 51 contacts → | ||||
Indirect 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 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 46 contacts → | ||||
Indirect evidence “Expert de la gestion de patrimoine pour tous.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 44 contacts → | ||||
Indirect evidence “Du Private Equity aux biens de collection, Caption vous ouvre des opportunités d'investissement uniques sur une seule et même plateforme : start-ups, franchises, montres, oeuvres…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 42 contacts → | ||||
Indirect evidence “Créée en 1989 par l’agent de change Gilbert André GOIRAND, la FINANCIÈRE D’UZÈS est une entreprise d’investissement dont l’histoire remonte par cheminement à la création de la…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 39 contacts → | ||||
Indirect evidence “Hexagone est le spécialiste de l’intermédiation multi-classes d’actifs du marché français.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 37 contacts → | ||||
Indirect evidence “Carat Capital est le leader d’une nouvelle génération de conseil en patrimoine.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 34 contacts → | ||||
Indirect evidence “Tissier de Mallerais & Associés est l'un des principaux Cabinets de Gestion Privée et de Gestion de Patrimoine d'AXA.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 34 contacts → | ||||
Indirect evidence “Auris Gestion est une société de gestion entrepreneuriale et indépendante créée en 2004.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 31 contacts → | ||||
Indirect evidence “New Alpha is an open-architecture, multi-asset class solutions provider.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 30 contacts → | ||||
Indirect evidence “Conseil en gestion de patrimoine du particulier.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 30 contacts → | ||||
Indirect evidence “Opale Capital est la plateforme d'investissement en architecture ouverte du groupe Tikehau Capital à destination des conseillers financiers permettant d’investir dans des fonds de…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 29 contacts → | ||||
Indirect evidence “Evolve, spécialiste de la gestion privée, accompagne les particuliers, tels que les chefs d'entreprises, les cadres et les professions libérales, ainsi que les sociétés, dans la…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
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: personalized investment platforms. 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 personalized investment platforms.
- Partial evidence
- Its own public description names part of personalized investment platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name personalized investment platforms. 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 387 personalized investment platforms based in Paris, France
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Personalized investment platforms based in Paris, France at a glance
As of Sep 29, 2026Companies by employee count
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 387 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 personalized investment platforms, 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 “personalized investment platforms”. 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 personalized investment platforms), 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 personalized investment platforms, 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, 1,636 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 29, 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.
Personalized investment platforms by metro in France
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 personalized investment platforms, 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 personalized investment platforms are there based in Paris, France?
RevenueBase identified 387 personalized investment platforms 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?
Indosuez Wealth Management, headquartered in Paris, tops this list with the largest team on record.
Which city in France has the most personalized investment platforms?
Paris leads France with 387 headquartered companies, followed by Lyon (65) and Bordeaux (47).
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 1,636 verified decision-maker contacts tracked across these 387 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 29, 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.
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