Company lists · Data refreshed September 2026

Top 21 Portfolio management software support companies based in France

RevenueBase identified 44 portfolio management software support companies headquartered in France as of September 2026 and tracks 1,122 professional contacts across them, including 447 with verified work emails. Paris is the largest hub.

This list covers portfolio management software support 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
44Companies
1,122Contacts tracked
447Verified emails
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The 21 largest portfolio management software support companies based in France

Ranked by team size
Top 21 of 44 portfolio management software support 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 management software support 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
2Partial evidenceParis, FranceHQ checked Sep 29, 2026201-500218 contacts →

Partial 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
5Indirect evidenceParis, FranceHQ checked Sep 29, 2026n/a73 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 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 evidencePuteaux, FranceHQ checked Sep 29, 202651-20031 contacts →

Indirect evidence

“Découvrez Prisme la solution de gestion de cabinet la plus puissante et la plus innovante du marché.”

Source: RevenueBase Database · checked Sep 29, 2026
8Partial evidenceGrenoble, FranceHQ checked Sep 29, 202611-5030 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
9Indirect evidenceLyon, FranceHQ checked Sep 29, 202611-5018 contacts →

Indirect evidence

“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: RevenueBase Database · checked Sep 29, 2026
10Indirect evidenceNice, FranceHQ checked Sep 29, 202611-5017 contacts →

Indirect evidence

“At Neofa, we believe in a transparent, neutral and accessible financial and investment advice.”

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceVersailles, FranceHQ checked Sep 29, 202611-5016 contacts →

Indirect evidence

“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: RevenueBase Database · checked Sep 29, 2026
12Strong 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
13Strong evidenceParis, FranceHQ checked Sep 29, 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 29, 2026
14Partial 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
15Strong evidenceAntony, FranceHQ checked Sep 29, 20261-107 contacts →

Strong evidence

“Softwares for the Asset Management industry # PRIIPS Solutions: Computation / KID Automation / EPT Automation # Complete Front to back offer, Risks, Reportings, rules # Industry…”

Source: RevenueBase Database · checked Sep 29, 2026
16Indirect evidenceBordeaux, FranceHQ checked Sep 29, 20261-107 contacts →

Indirect evidence

“Vous jonglez avec plusieurs outils?”

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceLyon, FranceHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“kwiper est une solution digitale qui vous accompagne pour développer de nouvelles missions de conseil patrimonial.”

Source: RevenueBase Database · checked Sep 29, 2026
18Indirect evidenceParis, FranceHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“Philosophy: The Intelligence of Risk.”

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
20Strong evidenceParis, FranceHQ checked Sep 29, 20261-102 contacts →

Strong 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 evidenceAnnecy Le Vieux, FranceHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026

Showing 21 of 44 portfolio management software support companies based in France

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Portfolio management software support companies based in France at a glance

As of Sep 29, 2026
39.8%Verified-email coverage
25.5Average contacts per company
1-10Median size (employees)
56.8%Largest-city concentration · Paris
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
26
11-50
12
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 44 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 management software support 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 management software support 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 support 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 support 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, 447 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 management software support 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 management software support 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 support companies are there based in France?

RevenueBase identified 44 portfolio management software support 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 support companies?

Paris leads with 25 headquartered companies, followed by Lyon (3) and Bordeaux (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 447 verified decision-maker contacts tracked across these 44 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.

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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.