Company lists · Data refreshed September 2026

Top 17 Portfolio management software companies based in Paris, France

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

Compiled by the RevenueBase Data Team Data refreshed Sep 13, 2026 46 companies tracked

RevenueBase identified 46 company matches for portfolio management software companies associated with Paris, France as of September 2026 and tracks 1,110 professional contacts across them, including 459 with verified work emails and 39 with mobile numbers. Across France, Paris is the largest hub for this category.

This list covers company matches for portfolio management software companies associated with Paris, 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 13, 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 RevenueBase SmartSearch · Exact Recorded Sep 13, 2026 How this list was built

46Companies

1,110Contacts tracked

459Verified emails

39Mobile numbers

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The 17 largest portfolio management software companies based in Paris, France

Ranked by team size

Top 17 of 46 company matches for portfolio management software companies based in Paris, France, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 13, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Harvest Groupe	Exact match	Paris, FranceHQ recorded Sep 13, 2026	201-500	348 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase
2	Trading Central	Exact match	Paris, FranceHQ recorded Sep 13, 2026	201-500	218 contacts →
	Exact match “Trading Central is a registered, ISO/IEC 27001:2022 certified, award-winning market analytics and research provider, supporting investment decisions through leading digital wealth…” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase
3	Shares	Exact match	Paris, FranceHQ recorded Sep 13, 2026	51-200	132 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase
4	Efront	Exact match	Paris, FranceHQ recorded Sep 13, 2026	501-1,000	104 contacts →
	Exact match “eFront is the leading technology solution for alternative investment management, covering the needs of all alternative investment professionals end-to-end, from fundraising and…” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase
5	Quantalys France Harvest Group	Exact match	Paris, FranceHQ recorded Sep 13, 2026	51-200	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 13, 2026 · View company records in RevenueBase
6	Bisam, A Factset Company	Exact match	Paris, FranceHQ recorded Sep 13, 2026	n/a	43 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase
7	Newalpha Asset Management	Exact match	Paris, FranceHQ recorded Sep 13, 2026	11-50	31 contacts →
	Exact match “New Alpha is an open-architecture, multi-asset class solutions provider.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase
8	Omega Financial Solutions	Exact match	Paris, FranceHQ recorded Sep 13, 2026	11-50	13 contacts →
	Exact match “Omega Financial Solutions is a leading provider of Portfolio and Fund Management software to the global investment management industry.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase
9	4tpm	Exact match	Paris, FranceHQ recorded Sep 13, 2026	11-50	11 contacts →
	Exact match “4TPM is a leading Software Editor that specializes in Portfolio Management and Trading for 24 years.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase
10	Zalpha	Exact match	Paris, FranceHQ recorded Sep 13, 2026	11-50	8 contacts →
	Exact match “Entrust success to intelligence.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase
11	Dreamquark	Exact match	Paris, FranceHQ recorded Sep 13, 2026	11-50	8 contacts →
	Exact match “DreamQuark’s efficient, user friendly software solution, Brain, is designed to help Wealth Managers grow smarter.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase
12	Orion Financial Partners	Exact match	Paris, FranceHQ recorded Sep 13, 2026	1-10	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 13, 2026 · View company records in RevenueBase
13	Fundshop	Exact match	Paris, FranceHQ recorded Sep 13, 2026	11-50	5 contacts →
	Exact match “Créé en 2013, FundShop est un pionnier de la Fintech en France.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase
14	BSD Investing	Exact match	Paris, FranceHQ recorded Sep 13, 2026	1-10	3 contacts →
	Exact match “BSD Investing is a new and independent firm devoted to research on portfolio construction.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase
15	TUKHE	Exact match	Paris, FranceHQ recorded Sep 13, 2026	1-10	3 contacts →
	Exact match “Philosophy: The Intelligence of Risk.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase
16	Quarisma Finance	Exact match	Paris, FranceHQ recorded Sep 13, 2026	1-10	2 contacts →
	Exact match “Quarisma Finance has been supporting asset managers, investment funds, and insurers since 2016 in optimizing their portfolios and proactively managing risks.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase
17	Upwealth Digital	Exact match	Paris, FranceHQ recorded Sep 13, 2026	1-10	2 contacts →
	Exact match “Combining traditional and innovative investment strategies, Upwealth Digital is dedicated to delivering top-tier trading and investing services globally.” Recorded in the RevenueBase company graph · Sep 13, 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 management software 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 17 of 46 portfolio management software companies based in Paris, France

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Portfolio management software companies based in Paris, France at a glance

As of Sep 13, 2026

41.4%Verified-email coverage

3.5%Mobile-number coverage

24.1Average contacts per company

1-10Median size (employees)

Sep 13, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

5,001-10,000

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 15.0d

3580–30

9831–60

061–90

090–180

3180+

Company record updated

Median 68.0d

00–30

49931–60

45261–90

10890–180

51180+

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 Paris, France whose business descriptions match “portfolio management software 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 459 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 13, 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 management software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 46 company matches for portfolio management software companies associated with Paris, 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?

Harvest Groupe tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in France has the most portfolio management software companies?

Paris leads France with 46 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 459 professional contacts with verified work emails tracked across these 46 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 13, 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.