Company lists · Data refreshed September 2026

Top 17 Portfolio management software companies based in Paris, France

RevenueBase identified 46 portfolio management software companies headquartered in 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. Paris is the largest hub.

This list covers portfolio management software companies headquartered in Paris, 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 13, 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 13, 2026 86% judged on-target in blind review
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 portfolio management software companies based in Paris, France, ranked by team size, largest first. Data refreshed Sep 13, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio management 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 13, 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 13, 2026
2Indirect evidenceParis, FranceHQ checked Sep 13, 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 13, 2026
3Indirect evidenceParis, FranceHQ checked Sep 13, 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 13, 2026
4Partial evidenceParis, FranceHQ checked Sep 13, 2026501-1,000104 contacts →

Partial evidence

“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: RevenueBase Database · checked Sep 13, 2026
5Indirect evidenceParis, FranceHQ checked Sep 13, 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 13, 2026
6Partial evidenceParis, FranceHQ checked Sep 13, 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 13, 2026
7Indirect evidenceParis, FranceHQ checked Sep 13, 202611-5031 contacts →

Indirect evidence

“New Alpha is an open-architecture, multi-asset class solutions provider.”

Source: RevenueBase Database · checked Sep 13, 2026
8Strong evidenceParis, FranceHQ checked Sep 13, 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 13, 2026
9Strong evidenceParis, FranceHQ checked Sep 13, 202611-5011 contacts →

Strong evidence

“4TPM is a leading Software Editor that specializes in Portfolio Management and Trading for 24 years.”

Source: RevenueBase Database · checked Sep 13, 2026
10Indirect evidenceParis, FranceHQ checked Sep 13, 202611-508 contacts →

Indirect evidence

“Entrust success to intelligence.”

Source: RevenueBase Database · checked Sep 13, 2026
11Partial evidenceParis, FranceHQ checked Sep 13, 202611-508 contacts →

Partial evidence

“DreamQuark’s efficient, user friendly software solution, Brain, is designed to help Wealth Managers grow smarter.”

Source: RevenueBase Database · checked Sep 13, 2026
12Indirect evidenceParis, FranceHQ checked Sep 13, 20261-106 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 13, 2026
13Indirect evidenceParis, FranceHQ checked Sep 13, 202611-505 contacts →

Indirect evidence

“Créé en 2013, FundShop est un pionnier de la Fintech en France.”

Source: RevenueBase Database · checked Sep 13, 2026
14Partial evidenceParis, FranceHQ checked Sep 13, 20261-103 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 13, 2026
15Indirect evidenceParis, FranceHQ checked Sep 13, 20261-103 contacts →

Indirect evidence

“Philosophy: The Intelligence of Risk.”

Source: RevenueBase Database · checked Sep 13, 2026
16Partial evidenceParis, FranceHQ checked Sep 13, 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 13, 2026
17Indirect evidenceParis, FranceHQ checked Sep 13, 20261-102 contacts →

Indirect evidence

“Combining traditional and innovative investment strategies, Upwealth Digital is dedicated to delivering top-tier trading and investing services globally.”

Source: RevenueBase Database · checked Sep 13, 2026

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)
100.0%Largest-city concentration · Paris
Sep 13, 2026Page data refreshed

Companies by employee count

1-10
30
11-50
9
51-200
3
201-500
2
501-1,000
1
5,001-10,000
1

Freshness & accuracy

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

Email last verified

Median 15.0d

Company record updated

Median 68.0d

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 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 Paris, 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.
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 management 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 management software companies, and records with no verified work email. Companies headquartered outside Paris 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, 459 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 13, 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 in France

  • Portfolio management software companies in Paris46

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 management 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 management software companies are there based in Paris, France?

RevenueBase identified 46 portfolio management software companies headquartered in Paris, 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 459 verified decision-maker contacts tracked across these 46 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 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 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.