Company lists · Data refreshed September 2026

Top 22 Portfolio analysis software companies based in France

RevenueBase identified 45 portfolio analysis software companies headquartered in France as of September 2026 and tracks 1,024 professional contacts across them, including 416 with verified work emails. Paris is the largest hub.

This list covers portfolio analysis software 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 29, 2026.

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

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
45Companies
1,024Contacts tracked
416Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 22 largest portfolio analysis software companies based in France

Ranked by team size
Top 22 of 45 portfolio analysis software companies based in France, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio analysis software 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceParis, FranceHQ checked Sep 29, 2026201-500348 contacts →

Indirect evidence

“Un éditeur de référence sur le marché du logiciel patrimonial Harvest est un éditeur de logiciels spécialisé sur les métiers du conseil financier et patrimonial, présent auprès de…”

Source: RevenueBase Database · checked Sep 29, 2026
2Indirect evidenceParis, FranceHQ checked Sep 29, 2026201-500218 contacts →

Indirect evidence

“Trading Central is a registered, ISO/IEC 27001:2022 certified, award-winning market analytics and research provider, supporting investment decisions through leading digital wealth…”

Source: RevenueBase Database · checked Sep 29, 2026
3Indirect evidenceParis, FranceHQ checked Sep 29, 202651-200132 contacts →

Indirect evidence

“At Shares, we transform the investing experience with technology-driven solutions designed to meet diverse needs – whether you’re an individual investor, a financial advisor, or a…”

Source: RevenueBase Database · checked Sep 29, 2026
4Indirect evidenceParis, FranceHQ checked Sep 29, 202651-20073 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 29, 2026
5Partial evidenceParis La Défense, FranceHQ checked Sep 29, 202651-20045 contacts →

Partial evidence

“JUMP is a leading software provider of investment management solutions dedicated to the financial industry: Asset Management, Private and Wealth Management, Life Insurance…”

Source: RevenueBase Database · checked Sep 29, 2026
6Partial evidenceParis, FranceHQ checked Sep 29, 2026n/a43 contacts →

Partial evidence

“FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…”

Source: RevenueBase Database · checked Sep 29, 2026
7Indirect evidenceGrenoble, FranceHQ checked Sep 29, 202611-5030 contacts →

Indirect evidence

“Raise Partner delivers digital solutions to the Wealth and Asset Management Industries.”

Source: RevenueBase Database · checked Sep 29, 2026
8Strong evidenceParis, FranceHQ checked Sep 29, 202611-5013 contacts →

Strong evidence

“Omega Financial Solutions is a leading provider of Portfolio and Fund Management software to the global investment management industry.”

Source: RevenueBase Database · checked Sep 29, 2026
9Indirect evidenceNice, FranceHQ checked Sep 29, 202611-5011 contacts →

Indirect evidence

“Quantilia is a cutting-edge financial data management and analytics platform designed for institutional investors, asset managers, and family offices.”

Source: RevenueBase Database · checked Sep 29, 2026
10Partial evidenceParis, FranceHQ checked Sep 29, 202611-508 contacts →

Partial evidence

“Starcier is a financial software and design company headquartered in France with clients across the USA, Europe, and the UK.”

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceLille, FranceHQ checked Sep 29, 202611-505 contacts →

Indirect evidence

“Happinance développe des modèles analytiques sophistiqués et innovants construits grâce à l’Intelligence Artificielle et le Big Data, pour la gestion de portefeuilles boursiers.”

Source: RevenueBase Database · checked Sep 29, 2026
12Indirect evidencePoitiers, FranceHQ checked Sep 29, 202611-504 contacts →

Indirect evidence

“Le cloud dédié aux Asset Managers!”

Source: RevenueBase Database · checked Sep 29, 2026
13Indirect evidenceBordeaux, FranceHQ checked Sep 29, 20261-104 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 29, 2026
14Indirect evidenceAix-en-provence, FranceHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“Lancement de FundScreener – Investissez plus intelligemment!”

Source: RevenueBase Database · checked Sep 29, 2026
15Partial evidenceParis, FranceHQ checked Sep 29, 20261-103 contacts →

Partial evidence

“BSD Investing is a new and independent firm devoted to research on portfolio construction.”

Source: RevenueBase Database · checked Sep 29, 2026
16Indirect evidenceParis, FranceHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“Philosophy: The Intelligence of Risk.”

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceLes Sables-d’olonne, FranceHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“Vaerdict est une solution logicielle dédiée à l'immobilier d'investissement inspirée des conclusions d'experts en psychologie cognitive et autres Prix Nobels d'économie, quant à…”

Source: RevenueBase Database · checked Sep 29, 2026
18Indirect evidenceParis, FranceHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“Everything an investor needs to make the right decisions, avoid costly mistakes and track their investments without stress.”

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceVersailles, FranceHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“Nous aidons les gestionnaires de patrimoine à élaborer des stratégies d’investissement pour leurs portefeuilles clients.”

Source: RevenueBase Database · checked Sep 29, 2026
20Partial evidenceParis, FranceHQ checked Sep 29, 20261-102 contacts →

Partial evidence

“Quarisma Finance has been supporting asset managers, investment funds, and insurers since 2016 in optimizing their portfolios and proactively managing risks.”

Source: RevenueBase Database · checked Sep 29, 2026
21Indirect evidenceMassy, FranceHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“Gainium is a platform designed to support individuals aiming to enhance their financial strategies and optimize trading decisions thanks to its powerful backtester and statistical…”

Source: RevenueBase Database · checked Sep 29, 2026
22Indirect evidenceAnnecy Le Vieux, FranceHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026

Showing 22 of 45 portfolio analysis software companies based in France

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 416 reachable decision-makers.

Free signup · no credit card

View the full list →

Portfolio analysis software companies based in France at a glance

As of Sep 29, 2026
40.6%Verified-email coverage
22.8Average contacts per company
1-10Median size (employees)
57.8%Largest-city concentration · Paris
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
30
11-50
9
51-200
3
201-500
2
5,001-10,000
1

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 45 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 software 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 software 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 software 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 software 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, 416 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 29, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Portfolio analysis software companies by metro

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 software 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 software companies are there based in France?

RevenueBase identified 45 portfolio analysis software 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?

Harvest Groupe, headquartered in Paris, tops this list with the largest team on record.

Which city has the most portfolio analysis software companies?

Paris leads with 26 headquartered companies, followed by Bordeaux (2) and Grenoble (2).

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 416 verified decision-maker contacts tracked across these 45 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 2026.

Ready to reach these companies? Verified emails and direct dials for all 45 portfolio analysis software companies based in France. Start with a free account, no credit card.

Download this list →

Related lists

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.