Company lists · Data refreshed September 2026
Top 20 Portfolio accounting firms based in France
RevenueBase identified 35 company matches for portfolio accounting firms associated with 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 company matches for portfolio accounting firms associated with 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 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.
The 20 largest portfolio accounting firms based in France
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 135 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 2 | 54 contacts → | ||||
Exact match “Société de gestion de portefeuille née de la fusion entre FLORNOY et FERRI Gestion.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 3 | 34 contacts → | ||||
Exact match “Clartan Associés manages capital for individual and institutional clients.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 4 | 31 contacts → | ||||
Exact match “New Alpha is an open-architecture, multi-asset class solutions provider.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 5 | 22 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 6 | 18 contacts → | ||||
Exact match “Reyl & Cie (France) est une société de gestion de portefeuille spécialisée en gestion de fortune.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 7 | 16 contacts → | ||||
Exact match “Delubac Asset Management est la société de gestion de portefeuille du groupe Delubac.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 8 | 14 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 9 | 14 contacts → | ||||
Exact match “Fideas Capital est une société de gestion détenue par ses dirigeants.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 10 | 13 contacts → | ||||
Exact match “NOTRE SOCIETE Dauphine Asset Management est une société de Gestion de Portefeuille indépendante, agréée par l’AMF en 2017.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 11 | 12 contacts → | ||||
Exact match “Erasmus AM est une société de gestion de portefeuille agréée par l’Autorité des Marchés Financiers en juin 2013.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 12 | 12 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 13 | 11 contacts → | ||||
Exact match “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)…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 14 | 8 contacts → | ||||
Exact match “Créée en 1990, Patrival est une société de gestion de portefeuille agréée par l’Autorité des Marchés Financiers.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 15 | 5 contacts → | ||||
Exact match “Sedec Finance est une société de gestion de portefeuilles, spécialisée dans la gestion de valeurs mobilières, actions, obligations, devises, fonds communs de placement.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 16 | 4 contacts → | ||||
Exact match “EQUITAM est une Société de Gestion de Portefeuille agréée par l’Autorité des Marchés Financiers (AMF), intégrant les services d’un Family Office.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 17 | 4 contacts → | ||||
Exact match “Lusignan MFO est une société financière spécialisée dans la gestion d’actifs (asset allocation et sélection d’investissements), la structuration patrimoniale et fiscale.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 18 | 4 contacts → | ||||
Exact match “Our philosophy is to grow wealth, but not at any price: we refuse to take exaggerated risks.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match “EOS ALLOCATIONS est une société de conseil en allocation d'actifs et sélection de fonds.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “portfolio accounting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 20 of 35 portfolio accounting firms based in France
See the full list, filter by size, metro and specialty, and access 173 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Portfolio accounting firms based in France at a glance
As of Sep 5, 2026Companies by employee count
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
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 France whose business descriptions match “portfolio accounting firms” 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 173 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 5, 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 “portfolio accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio accounting firms are there based in France?
RevenueBase identified 35 company matches for portfolio accounting firms associated with 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?
Natixis Asset Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most portfolio accounting firms?
Paris leads with 24 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 173 professional contacts with verified work emails tracked across these 35 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 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 35 portfolio accounting firms based in France. Start with a free account, no credit card.
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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.
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Company intelligence · public preview
Top 20 portfolio accounting firms based in France
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 35 matching company records for portfolio accounting firms based in France, with 464 tracked contacts and 173 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 20 portfolio accounting firms based in France
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Natixis Asset Managementostrum.comHQ: Paris, FranceReported employees: 501-1,000 | Paris, France | 501-1,000 | Exact match | 135 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 2 |  Flornoy Ferriflornoyferri.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 54 contacts → |
“Société de gestion de portefeuille née de la fusion entre FLORNOY et FERRI Gestion.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Clartan Associésclartan.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 34 contacts → |
“Clartan Associés manages capital for individual and institutional clients.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Newalpha Asset Managementnewalpha.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 31 contacts → |
“New Alpha is an open-architecture, multi-asset class solutions provider.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Cogeficogefi.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 22 contacts → |
“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…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Kiplink Financekiplink-finance.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 18 contacts → |
“Reyl & Cie (France) est une société de gestion de portefeuille spécialisée en gestion de fortune.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Delubac Asset Managementdelubac-am.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 16 contacts → |
“Delubac Asset Management est la société de gestion de portefeuille du groupe Delubac.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Agrica Épargneagricaepargne.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 14 contacts → |
“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.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Fideas Capitalfideas.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 14 contacts → |
“Fideas Capital est une société de gestion détenue par ses dirigeants.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Dauphine Asset Managementdauphine-am.fr HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 13 contacts → |
“NOTRE SOCIETE Dauphine Asset Management est une société de Gestion de Portefeuille indépendante, agréée par l’AMF en 2017.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Erasmus AMerasmusgestion.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 12 contacts → |
“Erasmus AM est une société de gestion de portefeuille agréée par l’Autorité des Marchés Financiers en juin 2013.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Aesopeaesope.frHQ: Lyon, FranceReported employees: 11-50 | Lyon, France | 11-50 | Exact match | 12 contacts → |
“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…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  GSD Gestiongsdgestion.comHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 11 contacts → |
“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)…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Patrivalpatrival.frHQ: Wasquehal, FranceReported employees: 11-50 | Wasquehal, France | 11-50 | Exact match | 8 contacts → |
“Créée en 1990, Patrival est une société de gestion de portefeuille agréée par l’Autorité des Marchés Financiers.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Sedec Financesedecfinance.comHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 5 contacts → |
“Sedec Finance est une société de gestion de portefeuilles, spécialisée dans la gestion de valeurs mobilières, actions, obligations, devises, fonds communs de placement.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Equitamequitam.frHQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 4 contacts → |
“EQUITAM est une Société de Gestion de Portefeuille agréée par l’Autorité des Marchés Financiers (AMF), intégrant les services d’un Family Office.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Lusignan Multi Family Officelusignan.euHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 4 contacts → |
“Lusignan MFO est une société financière spécialisée dans la gestion d’actifs (asset allocation et sélection d’investissements), la structuration patrimoniale et fiscale.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Monocle Asset Managementmonocle.luHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 4 contacts → |
“Our philosophy is to grow wealth, but not at any price: we refuse to take exaggerated risks.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  EOS Allocationseos-allocations.frHQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 3 contacts → |
“EOS ALLOCATIONS est une société de conseil en allocation d'actifs et sélection de fonds.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Stratege Financestratege-finance.comHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 3 contacts → |
“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…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 35 company matches
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Portfolio accounting firms: dataset insights
September 5, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
35 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for portfolio accounting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many portfolio accounting firms did RevenueBase find based in France?
The saved snapshot records 35 matching company records, 464 tracked contacts and 173 verified emails. The public preview displays 20 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Portfolio accounting firms by geography
- Portfolio accounting firms based in the United States
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- Portfolio accounting firms based in the United Kingdom
- Portfolio accounting firms based in Brazil
- Portfolio accounting firms based in Australia
- Portfolio accounting firms based in Switzerland
- Portfolio accounting firms based in Toronto, Canada
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Browse the directory
Cite this list
RevenueBase Data Team. Top 20 portfolio accounting firms based in France. Snapshot: September 5, 2026. https://revenuebase.ai/companies/portfolio-accounting-firms/france.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Portfolio accounting firms based in the United States
- Portfolio accounting firms based in Canada
- Portfolio accounting firms based in the United Kingdom
- Portfolio accounting firms based in Brazil
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Company intelligence · public preview
Top 20 portfolio accounting firms based in France
RevenueBase records 35 matching company records for portfolio accounting firms based in France, with 464 tracked contacts and 173 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 20 portfolio accounting firms based in France
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Natixis Asset Managementostrum.com HQ: Paris, FranceReported employees: 501-1,000 | Paris, France | 501-1,000 | Exact match | 135 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 2 | Flornoy Ferriflornoyferri.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 54 contacts → |
“Société de gestion de portefeuille née de la fusion entre FLORNOY et FERRI Gestion.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Clartan Associésclartan.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 34 contacts → |
“Clartan Associés manages capital for individual and institutional clients.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Newalpha Asset Managementnewalpha.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 31 contacts → |
“New Alpha is an open-architecture, multi-asset class solutions provider.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Cogeficogefi.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 22 contacts → |
“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…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Kiplink Financekiplink-finance.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 18 contacts → |
“Reyl & Cie (France) est une société de gestion de portefeuille spécialisée en gestion de fortune.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Delubac Asset Managementdelubac-am.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 16 contacts → |
“Delubac Asset Management est la société de gestion de portefeuille du groupe Delubac.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Agrica Épargneagricaepargne.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 14 contacts → |
“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.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Fideas Capitalfideas.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 14 contacts → |
“Fideas Capital est une société de gestion détenue par ses dirigeants.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Dauphine Asset Managementdauphine-am.fr HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 13 contacts → |
“NOTRE SOCIETE Dauphine Asset Management est une société de Gestion de Portefeuille indépendante, agréée par l’AMF en 2017.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Erasmus AMerasmusgestion.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 12 contacts → |
“Erasmus AM est une société de gestion de portefeuille agréée par l’Autorité des Marchés Financiers en juin 2013.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Aesopeaesope.fr HQ: Lyon, FranceReported employees: 11-50 | Lyon, France | 11-50 | Exact match | 12 contacts → |
“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…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | GSD Gestiongsdgestion.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 11 contacts → |
“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)…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Patrivalpatrival.fr HQ: Wasquehal, FranceReported employees: 11-50 | Wasquehal, France | 11-50 | Exact match | 8 contacts → |
“Créée en 1990, Patrival est une société de gestion de portefeuille agréée par l’Autorité des Marchés Financiers.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Sedec Financesedecfinance.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 5 contacts → |
“Sedec Finance est une société de gestion de portefeuilles, spécialisée dans la gestion de valeurs mobilières, actions, obligations, devises, fonds communs de placement.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Equitamequitam.fr HQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 4 contacts → |
“EQUITAM est une Société de Gestion de Portefeuille agréée par l’Autorité des Marchés Financiers (AMF), intégrant les services d’un Family Office.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Lusignan Multi Family Officelusignan.eu HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 4 contacts → |
“Lusignan MFO est une société financière spécialisée dans la gestion d’actifs (asset allocation et sélection d’investissements), la structuration patrimoniale et fiscale.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Monocle Asset Managementmonocle.lu HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 4 contacts → |
“Our philosophy is to grow wealth, but not at any price: we refuse to take exaggerated risks.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | EOS Allocationseos-allocations.fr HQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 3 contacts → |
“EOS ALLOCATIONS est une société de conseil en allocation d'actifs et sélection de fonds.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Stratege Financestratege-finance.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 3 contacts → |
“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…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Portfolio accounting firms: dataset insights
September 5, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
35 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for portfolio accounting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many portfolio accounting firms did RevenueBase find based in France?
The saved snapshot records 35 matching company records, 464 tracked contacts and 173 verified emails. The public preview displays 20 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
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Cite this list
RevenueBase Data Team. Top 20 portfolio accounting firms based in France. Snapshot: September 5, 2026. https://revenuebase.ai/companies/portfolio-accounting-firms/france.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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