Company lists · Data refreshed September 2026

Top 25 Portfolio analysis companies based in France

Name: Portfolio analysis companies based in France
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 145 companies tracked

RevenueBase identified 145 portfolio analysis companies headquartered in 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 portfolio analysis companies 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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review

145Companies

1,600Contacts tracked

429Verified emails

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The 25 largest portfolio analysis companies based in France

Ranked by team size

Top 25 of 145 portfolio analysis companies based in France, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio analysis companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Aurel BGC	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	51-200	271 contacts →
	Indirect evidence “Aurel BGC is a French investment company created from the merger of ETC Pollak and Aurel on October 1, 2008.” Source: RevenueBase Database · checked Sep 20, 2026
2	Covéa Finance	Partial evidence	Paris, FranceHQ checked Sep 20, 2026	51-200	202 contacts →
	Partial evidence “Covéa Finance is the portfolio management company of Covéa, a group that brings together the MAAF, MMA and GMF brands.” Source: RevenueBase Database · checked Sep 20, 2026
3	Natixis Asset Management	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	501-1,000	135 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
4	Quantalys France Harvest Group	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	51-200	73 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
5	Investisseur Privé	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	n/a	73 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
6	Flornoy Ferri	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	54 contacts →
	Indirect evidence “Société de gestion de portefeuille née de la fusion entre FLORNOY et FERRI Gestion.” Source: RevenueBase Database · checked Sep 20, 2026
7	Newalpha Asset Management	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	31 contacts →
	Indirect evidence “New Alpha is an open-architecture, multi-asset class solutions provider.” Source: RevenueBase Database · checked Sep 20, 2026
8	Insti7	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	28 contacts →
	Indirect evidence “insti7, est un cabinet indépendant de Conseil en Investissements Financiers, immatriculé sous le numéro ORIAS auprès de la CNCIF,(Chambre Nationale des Conseillers en…” Source: RevenueBase Database · checked Sep 20, 2026
9	Palatine AM	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	23 contacts →
	Indirect evidence “Palatine Asset Management offre à ses clients privés et institutionnels une gestion qui a démontré sa solidité au cours des 30 dernières années.” Source: RevenueBase Database · checked Sep 20, 2026
10	Cogefi	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	22 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 20, 2026
11	SNL Conseil	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	20 contacts →
	Indirect evidence “Après plusieurs années d'expériences dans le domaine de la finance, mon associé, Romain Leruez, et moi même avons créée une société à notre image : SnL Conseil "l'art de vous…” Source: RevenueBase Database · checked Sep 20, 2026
12	Marigny Capital	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	19 contacts →
	Indirect evidence “Marigny Capital is an independent consulting firm that provides its clients with financial services focused on investment solutions.” Source: RevenueBase Database · checked Sep 20, 2026
13	Amadeis	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	17 contacts →
	Indirect evidence “Amadeis accompagne les investisseurs institutionnels (fondations, entreprises, assureurs, mutuelles, associations.) et propose une large gamme de services et de solutions…” Source: RevenueBase Database · checked Sep 20, 2026
14	Agrica Épargne	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	14 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 20, 2026
15	Montaigne Capital	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	14 contacts →
	Indirect evidence “Montaigne Capital is a Paris-based Asset Management company specialized in tailor-made wealth management.” Source: RevenueBase Database · checked Sep 20, 2026
16	Aesope	Indirect evidence	Lyon, FranceHQ checked Sep 20, 2026	11-50	12 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 20, 2026
17	Delahaye & Associés	Indirect evidence	Rouen, FranceHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
18	TOP Down Advisory	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “At Top Down Advisory, we support banks, asset managers, and insurance companies in the design, implementation, and optimization of their Stress Testing frameworks.” Source: RevenueBase Database · checked Sep 20, 2026
19	Orion Financial Partners	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
20	MCC Patrimoine	Indirect evidence	Bordeaux, FranceHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “MCC PATRIMOINE est un cabinet de Gestion dePatrimoine situé au 8 Rue Hustin Bordeaux.” Source: RevenueBase Database · checked Sep 20, 2026
21	Acretio Investissement ET Conseil	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “ACRETIO INVESTISSEMENT ET CONSEIL is a financial services company based out of 4 PLACE LOUIS ARMAND, PARIS, France.” Source: RevenueBase Database · checked Sep 20, 2026
22	Interselection AA	Indirect evidence	Bordeaux, FranceHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
23	Monocle Asset Management	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “Our philosophy is to grow wealth, but not at any price: we refuse to take exaggerated risks.” Source: RevenueBase Database · checked Sep 20, 2026
24	Optimoney	Indirect evidence	Caen, FranceHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “Une nouvelle idée de l'investissement.” Source: RevenueBase Database · checked Sep 20, 2026
25	EOS Allocations	Indirect evidence	Bordeaux, FranceHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “EOS ALLOCATIONS est une société de conseil en allocation d'actifs et sélection de fonds.” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

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

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

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

Showing 25 of 145 portfolio analysis companies based in France

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Portfolio analysis companies based in France at a glance

As of Sep 20, 2026

26.8%Verified-email coverage

11.0Average contacts per company

1-10Median size (employees)

33.1%Largest-city concentration · Paris

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

120

11-50

51-200

201-500

501-1,000

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among portfolio analysis companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in France whose own description of what they do matches “portfolio analysis companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names portfolio analysis companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among portfolio analysis companies, 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 its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 429 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Portfolio analysis companies by metro

Portfolio analysis companies in Paris48

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names portfolio analysis companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many portfolio analysis companies are there based in France?

RevenueBase identified 145 portfolio analysis companies 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?

Aurel BGC, headquartered in Paris, tops this list with the largest team on record.

Which city has the most portfolio analysis companies?

Paris leads with 48 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 429 verified decision-maker contacts tracked across these 145 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.