Company lists · Data refreshed September 2026

Top 25 Portfolio management software companies based in France

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 80 companies tracked

RevenueBase identified 80 portfolio management software companies headquartered in France as of September 2026 and tracks 1,394 professional contacts across them, including 560 with verified work emails and 47 with mobile numbers. Paris is the largest hub.

This list covers portfolio management 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, how directly it supports the match, and when it was last checked. Data refreshed September 5, 2026.

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

How to read this list HQ checked on every row Match evidence on every row Refreshed Sep 5, 2026 86% judged on-target in blind review

80Companies

1,394Contacts tracked

560Verified emails

47Mobile numbers

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The 25 largest portfolio management software companies based in France

Ranked by team size

Top 25 of 80 portfolio management software companies based in France, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names portfolio management software companies: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Harvest GroupeIndirect evidence	Paris, FranceHQ checked Sep 5, 2026	201-500	348
	“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: company website · checked Sep 5, 2026
2	Trading CentralIndirect evidence	Paris, FranceHQ checked Sep 5, 2026	201-500	218
	“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: company website · checked Sep 5, 2026
3	SharesIndirect evidence	Paris, FranceHQ checked Sep 5, 2026	51-200	132
	“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: company website · checked Sep 5, 2026
4	EfrontPartial evidence	Paris, FranceHQ checked Sep 5, 2026	501-1,000	104
	“eFront is the leading technology solution for alternative investment management, covering the needs of all alternative investment professionals end-to-end, from fundraising and…” Source: company website · checked Sep 5, 2026
5	Quantalys France Harvest GroupIndirect evidence	Paris, FranceHQ checked Sep 5, 2026	51-200	73
	“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: company website · checked Sep 5, 2026
6	JUMPStrong evidence	Paris La Défense, FranceHQ checked Sep 5, 2026	51-200	45
	“JUMP is a leading software provider of investment management solutions dedicated to the financial industry: Asset Management, Private and Wealth Management, Life Insurance…” Source: company website · checked Sep 5, 2026
7	Bisam, A Factset CompanyPartial evidence	Paris, FranceHQ checked Sep 5, 2026	n/a	43
	“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: company website · checked Sep 5, 2026
8	Newalpha Asset ManagementIndirect evidence	Paris, FranceHQ checked Sep 5, 2026	11-50	31
	“New Alpha is an open-architecture, multi-asset class solutions provider.” Source: company website · checked Sep 5, 2026
9	ManymoreIndirect evidence	Puteaux, FranceHQ checked Sep 5, 2026	51-200	31
	“Découvrez Prisme la solution de gestion de cabinet la plus puissante et la plus innovante du marché.” Source: company website · checked Sep 5, 2026
10	Raise PartnerPartial evidence	Grenoble, FranceHQ checked Sep 5, 2026	11-50	30
	“Raise Partner delivers digital solutions to the Wealth and Asset Management Industries.” Source: company website · checked Sep 5, 2026
11	wizio.frIndirect evidence	Lyon, FranceHQ checked Sep 5, 2026	11-50	18
	“Wizio distinguée par l’écosystème patrimonial • Classée 92e fintech française 2026 au sein du classement Fintech 100, et 3e dans la catégorie Process Automation.” Source: company website · checked Sep 5, 2026
12	NEOFAIndirect evidence	Nice, FranceHQ checked Sep 5, 2026	11-50	17
	“At Neofa, we believe in a transparent, neutral and accessible financial and investment advice.” Source: company website · checked Sep 5, 2026
13	Grisbee Gestion PrivéeIndirect evidence	Versailles, FranceHQ checked Sep 5, 2026	11-50	16
	“Grisbee Gestion Privée est un cabinet en gestion de patrimoine digital qui vous offre une expérience à 360° : un conseiller dédié, des placements et services haut de gamme ainsi…” Source: company website · checked Sep 5, 2026
14	Omega Financial SolutionsStrong evidence	Paris, FranceHQ checked Sep 5, 2026	11-50	13
	“Omega Financial Solutions is a leading provider of Portfolio and Fund Management software to the global investment management industry.” Source: company website · checked Sep 5, 2026
15	4tpmStrong evidence	Paris, FranceHQ checked Sep 5, 2026	11-50	11
	“4TPM is a leading Software Editor that specializes in Portfolio Management and Trading for 24 years.” Source: company website · checked Sep 5, 2026
16	QuantiliaPartial evidence	Nice, FranceHQ checked Sep 5, 2026	11-50	11
	“Quantilia is a cutting-edge financial data management and analytics platform designed for institutional investors, asset managers, and family offices.” Source: company website · checked Sep 5, 2026
17	DreamquarkPartial evidence	Paris, FranceHQ checked Sep 5, 2026	11-50	8
	“DreamQuark’s efficient, user friendly software solution, Brain, is designed to help Wealth Managers grow smarter.” Source: company website · checked Sep 5, 2026
18	StarcierPartial evidence	Paris, FranceHQ checked Sep 5, 2026	11-50	8
	“Starcier is a financial software and design company headquartered in France with clients across the USA, Europe, and the UK.” Source: company website · checked Sep 5, 2026
19	ZalphaIndirect evidence	Paris, FranceHQ checked Sep 5, 2026	11-50	8
	“Entrust success to intelligence.” Source: company website · checked Sep 5, 2026
20	NÉO Gestion InformatiqueIndirect evidence	Montauban, FranceHQ checked Sep 5, 2026	11-50	8
	“Néo Gestion Informatique développe et commercialise une suite de logiciels de gestion adaptés aux professionnels du négoce.” Source: company website · checked Sep 5, 2026
21	Fund KISStrong evidence	Antony, FranceHQ checked Sep 5, 2026	1-10	7
	“Softwares for the Asset Management industry # PRIIPS Solutions: Computation / KID Automation / EPT Automation # Complete Front to back offer, Risks, Reportings, rules # Industry…” Source: company website · checked Sep 5, 2026
22	HomeclikIndirect evidence	Bordeaux, FranceHQ checked Sep 5, 2026	1-10	7
	“Vous jonglez avec plusieurs outils?” Source: company website · checked Sep 5, 2026
23	Koris InternationalIndirect evidence	Biot, FranceHQ checked Sep 5, 2026	11-50	6
	“Koris International offers its services to parties seeking to benefit from the most advanced academic research and to take full advantage of the bridge closing the gap between the…” Source: company website · checked Sep 5, 2026
24	Orion Financial PartnersIndirect evidence	Paris, FranceHQ checked Sep 5, 2026	1-10	6
	“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: company website · checked Sep 5, 2026
25	FundshopIndirect evidence	Paris, FranceHQ checked Sep 5, 2026	11-50	5
	“Créé en 2013, FundShop est un pionnier de la Fintech en France.” Source: company website · checked Sep 5, 2026

Showing 25 of 80 portfolio management software companies based in France

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Portfolio management software companies based in France at a glance

As of Sep 5, 2026

1-10Median size (employees)

ParisLargest hub · 46 HQs

47Contacts with mobile numbers

Sep 5, 2026Data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

5,001-10,000

Verified emails by last verification

0–30

517

31–60

61–90

90–180

180+

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 management software companies, so some rows will be adjacent to the category rather than pure plays. The description and evidence rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in France whose own description of what they do matches “portfolio management software companies”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among portfolio management 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 an evidence rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 560 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 5, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Portfolio management software companies by metro

Portfolio management software companies in Paris46

Frequently asked

How many portfolio management software companies are there based in France?

RevenueBase identified 80 portfolio management 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 management software companies?

Paris leads with 46 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 560 verified decision-maker contacts tracked across these 80 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 5, 2026.

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About this data

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