Company lists · Data refreshed September 2026
Top 25 Portfolio analysis companies based in France
RevenueBase identified 145 company matches for portfolio analysis companies associated with France as of September 2026 and tracks 1,600 professional contacts across them, including 429 with verified work emails. Paris is the largest hub.
This list covers company matches for portfolio analysis companies 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 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.
The 25 largest portfolio analysis companies based in France
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 271 contacts → | ||||
Exact match “Aurel BGC is a French investment company created from the merger of ETC Pollak and Aurel on October 1, 2008.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 202 contacts → | ||||
Exact match “Covéa Finance is the portfolio management company of Covéa, a group that brings together the MAAF, MMA and GMF brands.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 135 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 73 contacts → | ||||
Exact match “Depuis 2007, Quantalys Harvest Group aide les professionnels du patrimoine et de la finance à construire les meilleurs portefeuilles de fonds pour leurs clients avec rigueur…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 73 contacts → | ||||
Exact match “Chez Investisseur Privé, votre conseiller dédié vous accompagne au quotidien dans la constitution, la gestion et le suivi de vos portefeuilles d’investissement, et plus largement…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 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 20, 2026 · View company records in RevenueBase | |||||
| 7 | 31 contacts → | ||||
Exact match “New Alpha is an open-architecture, multi-asset class solutions provider.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 28 contacts → | ||||
Exact match “insti7, est un cabinet indépendant de Conseil en Investissements Financiers, immatriculé sous le numéro ORIAS auprès de la CNCIF,(Chambre Nationale des Conseillers en…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 23 contacts → | ||||
Exact match “Palatine Asset Management offre à ses clients privés et institutionnels une gestion qui a démontré sa solidité au cours des 30 dernières années.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 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 20, 2026 · View company records in RevenueBase | |||||
| 11 | 20 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 19 contacts → | ||||
Exact match “Marigny Capital is an independent consulting firm that provides its clients with financial services focused on investment solutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 17 contacts → | ||||
Exact match “Amadeis accompagne les investisseurs institutionnels (fondations, entreprises, assureurs, mutuelles, associations.) et propose une large gamme de services et de solutions…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 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 20, 2026 · View company records in RevenueBase | |||||
| 15 | 14 contacts → | ||||
Exact match “Montaigne Capital is a Paris-based Asset Management company specialized in tailor-made wealth management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 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 20, 2026 · View company records in RevenueBase | |||||
| 17 | 8 contacts → | ||||
Exact match “Créé il y a plus de 40 ans, le cabinet DELAHAYE & Associés, est désormais un acteur majeur dans la gestion de patrimoine et le conseil en investissements sur Rouen.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “At Top Down Advisory, we support banks, asset managers, and insurance companies in the design, implementation, and optimization of their Stress Testing frameworks.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 6 contacts → | ||||
Exact match “Orion Financial Partners is an investment advisory firm, created at the end of 2009, today composed of 6 people, all from the world of capital markets.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 4 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 | |||||
| 21 | 4 contacts → | ||||
Exact match “ACRETIO INVESTISSEMENT ET CONSEIL is a financial services company based out of 4 PLACE LOUIS ARMAND, PARIS, France.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 4 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 | |||||
| 23 | 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 20, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match “Une nouvelle idée de l'investissement.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 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 20, 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 analysis companies”. 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 25 of 145 portfolio analysis companies based in France
See the full list, filter by size, metro and specialty, and access 429 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Portfolio analysis companies based in France at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for France, so it is reported there. Company counts and contact totals on this page are exact for France, over 145 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 France whose business descriptions match “portfolio analysis companies” 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 429 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 “portfolio analysis companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio analysis companies are there based in France?
RevenueBase identified 145 company matches for portfolio analysis companies 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?
Aurel BGC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most portfolio analysis companies?
Paris leads with 48 company records, followed by Bordeaux (5) and Lyon (4).
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 429 professional contacts with verified work emails tracked across these 145 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.
Ready to reach these companies? Verified emails and direct dials for all 145 portfolio analysis companies 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.
More company lists
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- New lists
- Portfolio analysis companies based in Mumbai, India
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Company intelligence · public preview
Top 25 portfolio analysis companies 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 145 matching company records for portfolio analysis companies based in France, with 1,600 tracked contacts and 429 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 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 25 portfolio analysis companies 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 |  Aurel BGCaurel-bgc.comHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 271 contacts → |
“Aurel BGC is a French investment company created from the merger of ETC Pollak and Aurel on October 1, 2008.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Covéa Financecovea-finance.fr HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 202 contacts → |
“Covéa Finance is the portfolio management company of Covéa, a group that brings together the MAAF, MMA and GMF brands.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  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. | |||||
| 4 |  Quantalys France Harvest Groupquantalys.comHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 73 contacts → |
“Depuis 2007, Quantalys Harvest Group aide les professionnels du patrimoine et de la finance à construire les meilleurs portefeuilles de fonds pour leurs clients avec rigueur…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Investisseur Privéinvestisseurprive.comHQ: Paris, FranceReported employees: Not recorded | Paris, France | Not recorded | Exact match | 73 contacts → |
“Chez Investisseur Privé, votre conseiller dédié vous accompagne au quotidien dans la constitution, la gestion et le suivi de vos portefeuilles d’investissement, et plus largement…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Insti7insti7.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 28 contacts → |
“insti7, est un cabinet indépendant de Conseil en Investissements Financiers, immatriculé sous le numéro ORIAS auprès de la CNCIF,(Chambre Nationale des Conseillers en…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Palatine AMpalatine-am.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 23 contacts → |
“Palatine Asset Management offre à ses clients privés et institutionnels une gestion qui a démontré sa solidité au cours des 30 dernières années.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  SNL Conseilsnlconseil.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 20 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Marigny Capitalmarignycapital.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 19 contacts → |
“Marigny Capital is an independent consulting firm that provides its clients with financial services focused on investment solutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Amadeisamadeis.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 17 contacts → |
“Amadeis accompagne les investisseurs institutionnels (fondations, entreprises, assureurs, mutuelles, associations.) et propose une large gamme de services et de solutions…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Montaigne Capitalmontaigne-capital.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 14 contacts → |
“Montaigne Capital is a Paris-based Asset Management company specialized in tailor-made wealth management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Delahaye & Associésdelahaye-associes.fr HQ: Rouen, FranceReported employees: 1-10 | Rouen, France | 1-10 | Exact match | 8 contacts → |
“Créé il y a plus de 40 ans, le cabinet DELAHAYE & Associés, est désormais un acteur majeur dans la gestion de patrimoine et le conseil en investissements sur Rouen.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  TOP Down Advisorytopdown-advisory.comHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 7 contacts → |
“At Top Down Advisory, we support banks, asset managers, and insurance companies in the design, implementation, and optimization of their Stress Testing frameworks.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Orion Financial Partnersorion-fp.comHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 6 contacts → |
“Orion Financial Partners is an investment advisory firm, created at the end of 2009, today composed of 6 people, all from the world of capital markets.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  MCC Patrimoinemccpatrimoine.comHQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 4 contacts → |
“MCC PATRIMOINE est un cabinet de Gestion dePatrimoine situé au 8 Rue Hustin Bordeaux.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Acretio Investissement ET Conseilacretio.frHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 4 contacts → |
“ACRETIO INVESTISSEMENT ET CONSEIL is a financial services company based out of 4 PLACE LOUIS ARMAND, PARIS, France.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Interselection AAinterselection.frHQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 4 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Optimoneyoptimoney.fr HQ: Caen, FranceReported employees: 1-10 | Caen, France | 1-10 | Exact match | 4 contacts → |
“Une nouvelle idée de l'investissement.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 145 company matches
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Portfolio analysis companies: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
144 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for France, so it is reported there. Company counts and contact totals on this page are exact for France, over 145 companies.
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.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
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 20, 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 analysis companies?
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 analysis companies did RevenueBase find based in France?
The saved snapshot records 145 matching company records, 1,600 tracked contacts and 429 verified emails. The public preview displays 25 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 20, 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.
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Browse the directory
Cite this list
RevenueBase Data Team. Top 25 portfolio analysis companies based in France. Snapshot: September 20, 2026. https://revenuebase.ai/companies/portfolio-analysis-companies/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 analysis companies based in Mumbai, India
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- Portfolio analysis companies based in Boston, United States
- Portfolio analysis companies based in Chicago, United States
- Portfolio analysis companies based in New York, United States
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Company intelligence · public preview
Top 25 portfolio analysis companies based in France
RevenueBase records 145 matching company records for portfolio analysis companies based in France, with 1,600 tracked contacts and 429 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 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 25 portfolio analysis companies 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 | Aurel BGCaurel-bgc.com HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 271 contacts → |
“Aurel BGC is a French investment company created from the merger of ETC Pollak and Aurel on October 1, 2008.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Covéa Financecovea-finance.fr HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 202 contacts → |
“Covéa Finance is the portfolio management company of Covéa, a group that brings together the MAAF, MMA and GMF brands.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | 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. | |||||
| 4 | Quantalys France Harvest Groupquantalys.com HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 73 contacts → |
“Depuis 2007, Quantalys Harvest Group aide les professionnels du patrimoine et de la finance à construire les meilleurs portefeuilles de fonds pour leurs clients avec rigueur…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Investisseur Privéinvestisseurprive.com HQ: Paris, FranceReported employees: Not recorded | Paris, France | Not recorded | Exact match | 73 contacts → |
“Chez Investisseur Privé, votre conseiller dédié vous accompagne au quotidien dans la constitution, la gestion et le suivi de vos portefeuilles d’investissement, et plus largement…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Insti7insti7.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 28 contacts → |
“insti7, est un cabinet indépendant de Conseil en Investissements Financiers, immatriculé sous le numéro ORIAS auprès de la CNCIF,(Chambre Nationale des Conseillers en…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Palatine AMpalatine-am.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 23 contacts → |
“Palatine Asset Management offre à ses clients privés et institutionnels une gestion qui a démontré sa solidité au cours des 30 dernières années.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | SNL Conseilsnlconseil.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 20 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Marigny Capitalmarignycapital.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 19 contacts → |
“Marigny Capital is an independent consulting firm that provides its clients with financial services focused on investment solutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Amadeisamadeis.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 17 contacts → |
“Amadeis accompagne les investisseurs institutionnels (fondations, entreprises, assureurs, mutuelles, associations.) et propose une large gamme de services et de solutions…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Montaigne Capitalmontaigne-capital.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 14 contacts → |
“Montaigne Capital is a Paris-based Asset Management company specialized in tailor-made wealth management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Delahaye & Associésdelahaye-associes.fr HQ: Rouen, FranceReported employees: 1-10 | Rouen, France | 1-10 | Exact match | 8 contacts → |
“Créé il y a plus de 40 ans, le cabinet DELAHAYE & Associés, est désormais un acteur majeur dans la gestion de patrimoine et le conseil en investissements sur Rouen.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | TOP Down Advisorytopdown-advisory.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 7 contacts → |
“At Top Down Advisory, we support banks, asset managers, and insurance companies in the design, implementation, and optimization of their Stress Testing frameworks.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Orion Financial Partnersorion-fp.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 6 contacts → |
“Orion Financial Partners is an investment advisory firm, created at the end of 2009, today composed of 6 people, all from the world of capital markets.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | MCC Patrimoinemccpatrimoine.com HQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 4 contacts → |
“MCC PATRIMOINE est un cabinet de Gestion dePatrimoine situé au 8 Rue Hustin Bordeaux.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Acretio Investissement ET Conseilacretio.fr HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 4 contacts → |
“ACRETIO INVESTISSEMENT ET CONSEIL is a financial services company based out of 4 PLACE LOUIS ARMAND, PARIS, France.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Interselection AAinterselection.fr HQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 4 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Optimoneyoptimoney.fr HQ: Caen, FranceReported employees: 1-10 | Caen, France | 1-10 | Exact match | 4 contacts → |
“Une nouvelle idée de l'investissement.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 145 company matches
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Portfolio analysis companies: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
144 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for France, so it is reported there. Company counts and contact totals on this page are exact for France, over 145 companies.
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.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
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 20, 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 analysis companies?
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 analysis companies did RevenueBase find based in France?
The saved snapshot records 145 matching company records, 1,600 tracked contacts and 429 verified emails. The public preview displays 25 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 20, 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 25 portfolio analysis companies based in France. Snapshot: September 20, 2026. https://revenuebase.ai/companies/portfolio-analysis-companies/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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