Company lists · Data refreshed September 2026

Top 20 Portfolio accounting firms based in France

RevenueBase identified 35 portfolio accounting firms headquartered in France as of September 2026 and tracks 464 professional contacts across them, including 173 with verified work emails and 14 with mobile numbers. Paris is the largest hub.

This list covers portfolio accounting firms 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, how directly it supports the match, and when it was last checked. Data refreshed September 5, 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 HQ checked on every row Match evidence on every row Refreshed Sep 5, 2026 86% judged on-target in blind review
35Companies
464Contacts tracked
173Verified emails
14Mobile numbers
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The 20 largest portfolio accounting firms based in France

Ranked by team size
Top 20 of 35 portfolio accounting firms based in France, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names portfolio accounting firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
Natixis Asset ManagementIndirect evidence
Paris, FranceHQ checked Sep 5, 2026501-1,000135
Source: company website · checked Sep 5, 2026
2
Flornoy FerriIndirect evidence
Paris, FranceHQ checked Sep 5, 202611-5054

“Société de gestion de portefeuille née de la fusion entre FLORNOY et FERRI Gestion.”

Source: company website · checked Sep 5, 2026
3
Clartan AssociésIndirect evidence
Paris, FranceHQ checked Sep 5, 202611-5034

“Clartan Associés manages capital for individual and institutional clients.”

Source: company website · checked Sep 5, 2026
4
Newalpha Asset ManagementIndirect evidence
Paris, FranceHQ checked Sep 5, 202611-5031

“New Alpha is an open-architecture, multi-asset class solutions provider.”

Source: company website · checked Sep 5, 2026
5
CogefiIndirect evidence
Paris, FranceHQ checked Sep 5, 202611-5022

“Partager les mêmes valeurs, c’est capital » Le Groupe COGEFI a pour activité principale la gestion d’actifs financiers avec 2 pôles d’expertise: la gestion privée et la gestion…”

Source: company website · checked Sep 5, 2026
6
Kiplink FinanceIndirect evidence
Paris, FranceHQ checked Sep 5, 202611-5018

“Reyl & Cie (France) est une société de gestion de portefeuille spécialisée en gestion de fortune.”

Source: company website · checked Sep 5, 2026
7
Delubac Asset ManagementIndirect evidence
Paris, FranceHQ checked Sep 5, 202611-5016

“Delubac Asset Management est la société de gestion de portefeuille du groupe Delubac.”

Source: company website · checked Sep 5, 2026
8
Agrica ÉpargneIndirect evidence
Paris, FranceHQ checked Sep 5, 202611-5014

“Société de gestion de portefeuille d’essence paritaire*, agréée par l’AMF, c’est avec écoute et conviction que nous vous accompagnons dans vos projets d’investissements.”

Source: company website · checked Sep 5, 2026
9
Fideas CapitalIndirect evidence
Paris, FranceHQ checked Sep 5, 202611-5014

“Fideas Capital est une société de gestion détenue par ses dirigeants.”

Source: company website · checked Sep 5, 2026
10
Dauphine Asset ManagementIndirect evidence
Paris, FranceHQ checked Sep 5, 20261-1013

“NOTRE SOCIETE Dauphine Asset Management est une société de Gestion de Portefeuille indépendante, agréée par l’AMF en 2017.”

Source: company website · checked Sep 5, 2026
11
Erasmus AMIndirect evidence
Paris, FranceHQ checked Sep 5, 202611-5012

“Erasmus AM est une société de gestion de portefeuille agréée par l’Autorité des Marchés Financiers en juin 2013.”

Source: company website · checked Sep 5, 2026
12
AesopeIndirect evidence
Lyon, FranceHQ checked Sep 5, 202611-5012

“Depuis grâce à ses 2 pôles complémentaires, que sont la gestion de portefeuille et la gestion de patrimoine, Aesope apporte un service complet à ses clients particuliers et chefs…”

Source: company website · checked Sep 5, 2026
13
GSD GestionPartial evidence
Paris, FranceHQ checked Sep 5, 20261-1011

“GSD Gestion is a portfolio management company of securities according to the law of august 2nd 1989, and approved by the Autorité des Marchés Financiers (approval number GP 92-18)…”

Source: company website · checked Sep 5, 2026
14
PatrivalIndirect evidence
Wasquehal, FranceHQ checked Sep 5, 202611-508

“Créée en 1990, Patrival est une société de gestion de portefeuille agréée par l’Autorité des Marchés Financiers.”

Source: company website · checked Sep 5, 2026
15
Sedec FinanceIndirect evidence
Paris, FranceHQ checked Sep 5, 20261-105

“Sedec Finance est une société de gestion de portefeuilles, spécialisée dans la gestion de valeurs mobilières, actions, obligations, devises, fonds communs de placement.”

Source: company website · checked Sep 5, 2026
16
EquitamIndirect evidence
Bordeaux, FranceHQ checked Sep 5, 20261-104

“EQUITAM est une Société de Gestion de Portefeuille agréée par l’Autorité des Marchés Financiers (AMF), intégrant les services d’un Family Office.”

Source: company website · checked Sep 5, 2026
17Paris, FranceHQ checked Sep 5, 20261-104

“Lusignan MFO est une société financière spécialisée dans la gestion d’actifs (asset allocation et sélection d’investissements), la structuration patrimoniale et fiscale.”

Source: company website · checked Sep 5, 2026
18
Monocle Asset ManagementIndirect evidence
Paris, FranceHQ checked Sep 5, 20261-104

“Our philosophy is to grow wealth, but not at any price: we refuse to take exaggerated risks.”

Source: company website · checked Sep 5, 2026
19
EOS AllocationsIndirect evidence
Bordeaux, FranceHQ checked Sep 5, 20261-103

“EOS ALLOCATIONS est une société de conseil en allocation d'actifs et sélection de fonds.”

Source: company website · checked Sep 5, 2026
20
Stratege FinanceIndirect evidence
Paris, FranceHQ checked Sep 5, 20261-103

“Notre métier : la gestion de portefeuille pour une clientèle privée et la gestion collective-Gestion pour compte de tiers Stratège Finance propose une gestion de portefeuille qui…”

Source: company website · checked Sep 5, 2026

Showing 20 of 35 portfolio accounting firms based in France

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Portfolio accounting firms based in France at a glance

As of Sep 5, 2026
1-10Median size (employees)
ParisLargest hub · 24 HQs
14Contacts with mobile numbers
Sep 5, 2026Data refreshed

Companies by employee count

1-10
21
11-50
13
501-1,000
1

Verified emails by last verification

0–30
163
31–60
9
61–90
0
90–180
0
180+
1

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 portfolio accounting firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in France whose own description of what they do matches “portfolio accounting firms”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among portfolio accounting firms, 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 an evidence 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, 173 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 5, 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.

Frequently asked

How many portfolio accounting firms are there based in France?

RevenueBase identified 35 portfolio accounting firms 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?

Natixis Asset Management, headquartered in Paris, tops this list with the largest team on record.

Which city has the most portfolio accounting firms?

Paris leads with 24 headquartered companies, followed by Bordeaux (2) and Annecy (1).

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 173 verified decision-maker contacts tracked across these 35 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 5, 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.