Company lists · Data refreshed September 2026
Top 25 Portfolio monitoring platforms based in France
RevenueBase identified 57 company matches for portfolio monitoring platforms associated with France as of September 2026 and tracks 869 professional contacts across them, including 287 with verified work emails. Paris is the largest hub.
This list covers company matches for portfolio monitoring platforms associated with 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 29, 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.
The 25 largest portfolio monitoring platforms based in France
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 29, 2026 · View company records in RevenueBase | |||||
| 2 | 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 29, 2026 · View company records in RevenueBase | |||||
| 3 | 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 29, 2026 · View company records in RevenueBase | |||||
| 4 | 45 contacts → | ||||
Exact match “Anatec est une plateforme d'analyse et de prévision boursière online qui permet au grand public de bénéficier de l'expertise d'une salle des marchés à coût réduit.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 5 | 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 29, 2026 · View company records in RevenueBase | |||||
| 6 | 37 contacts → | ||||
Exact match “Edda helps professional investors power their investments from sourcing to exit.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 31 contacts → | ||||
Exact match “Découvrez Prisme la solution de gestion de cabinet la plus puissante et la plus innovante du marché.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 28 contacts → | ||||
Exact match “Zonebourse.com est le leader de l'actualité financière auprès des investisseurs individuels.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 21 contacts → | ||||
Exact match “WizzInvest is a Data as a Service platform dedicated to investment professionals.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 10 | 18 contacts → | ||||
Exact match “Wizio distinguée par l’écosystème patrimonial • Classée 92e fintech française 2026 au sein du classement Fintech 100, et 3e dans la catégorie Process Automation.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 17 contacts → | ||||
Exact match “Bienvenue dans l'univers innovant de DAYS LEGACY, une FinTech dédiée à la gestion de patrimoine.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 17 contacts → | ||||
Exact match “At Neofa, we believe in a transparent, neutral and accessible financial and investment advice.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 16 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 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 29, 2026 · View company records in RevenueBase | |||||
| 15 | 11 contacts → | ||||
Exact match “Quantilia is a cutting-edge financial data management and analytics platform designed for institutional investors, asset managers, and family offices.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 11 contacts → | ||||
Exact match “At HOLIS, we’re reshaping investing and performance monitoring with data-driven precision.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 8 contacts → | ||||
Exact match “Starcier is a financial software and design company headquartered in France with clients across the USA, Europe, and the UK.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 18 | 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 29, 2026 · View company records in RevenueBase | |||||
| 19 | 8 contacts → | ||||
Exact match “Entrust success to intelligence.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “Vous jonglez avec plusieurs outils?” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 5 contacts → | ||||
Exact match “LEO is a pioneering software provider company that facilitates the democratization of Alternative Investments.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match “Happinance développe des modèles analytiques sophistiqués et innovants construits grâce à l’Intelligence Artificielle et le Big Data, pour la gestion de portefeuilles boursiers.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “FinLive simplifie le quotidien des professionnels de la finance en centralisant l'essentiel de leur activité sur une interface unique, fluide et accessible.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match “Preconys est la plateforme patrimoniale pour mieux gérer votre argent, un robot advisor à votre écoute, des outils adaptés pour prendre de meilleures décisions financières.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match “Le cloud dédié aux Asset Managers!” Recorded in the RevenueBase company graph · Sep 29, 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 monitoring platforms”. 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 25 of 57 portfolio monitoring platforms based in France
See the full list, filter by size, metro and specialty, and access 287 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Portfolio monitoring platforms based in France at a glance
As of Sep 29, 2026Companies by employee count
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 57 companies.
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 France whose business descriptions match “portfolio monitoring platforms” 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 287 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 29, 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.
Portfolio monitoring platforms by metro
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 monitoring platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio monitoring platforms are there based in France?
RevenueBase identified 57 company matches for portfolio monitoring platforms associated with 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?
Trading Central tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most portfolio monitoring platforms?
Paris leads with 32 company records, followed by Lille (3) and Lyon (3).
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 287 professional contacts with verified work emails tracked across these 57 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 29, 2026.
Ready to reach these companies? Verified emails and direct dials for all 57 portfolio monitoring platforms based in France. Start with a free account, no credit card.
Download this list →Related lists
Portfolio monitoring platforms by geography
- Portfolio monitoring platforms based in Toronto, Canada
- Portfolio monitoring platforms based in Paris, France
- Portfolio monitoring platforms based in Mumbai, India
- Portfolio monitoring platforms based in Singapore, Singapore
- Portfolio monitoring platforms based in London, United Kingdom
- Portfolio monitoring platforms based in New York, United States
- Portfolio monitoring platforms based in San Francisco, United States
- Portfolio monitoring platforms based in Australia
- Portfolio monitoring platforms based in Brazil
- Portfolio monitoring platforms based in Canada
- Portfolio monitoring platforms based in Germany
- Portfolio monitoring platforms based in India
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.
More company lists
- All company lists
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- Lists A-Z
- New lists
- Portfolio monitoring platforms based in Toronto, Canada
- Portfolio monitoring platforms based in Paris, France
- Portfolio monitoring platforms based in Mumbai, India
- Portfolio monitoring platforms based in Singapore, Singapore
- Portfolio monitoring platforms based in London, United Kingdom
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Company intelligence · public preview
Top 25 portfolio monitoring platforms based in France
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 57 matching company records for portfolio monitoring platforms based in France, with 869 tracked contacts and 287 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 portfolio monitoring platforms based in France
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Trading Centraltradingcentral.comHQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 218 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Sharesshares.ioHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 132 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Quantalys France Harvest Groupquantalys.comHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 73 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Wesavewesave.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 45 contacts → |
“Anatec est une plateforme d'analyse et de prévision boursière online qui permet au grand public de bénéficier de l'expertise d'une salle des marchés à coût réduit.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Bisam, A Factset Companyfactset.comHQ: Paris, FranceReported employees: Not recorded | Paris, France | Not recorded | Exact match | 43 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  EDDAedda.coHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 37 contacts → |
“Edda helps professional investors power their investments from sourcing to exit.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Manymoremanymore.fr HQ: Puteaux, FranceReported employees: 51-200 | Puteaux, France | 51-200 | Exact match | 31 contacts → |
“Découvrez Prisme la solution de gestion de cabinet la plus puissante et la plus innovante du marché.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  zonebourse.comzonebourse.comHQ: Annecy, FranceReported employees: 11-50 | Annecy, France | 11-50 | Exact match | 28 contacts → |
“Zonebourse.com est le leader de l'actualité financière auprès des investisseurs individuels.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Wizzinvestwizzinvest.comHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 21 contacts → |
“WizzInvest is a Data as a Service platform dedicated to investment professionals.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  wizio.frwizio.frHQ: Lyon, FranceReported employees: 11-50 | Lyon, France | 11-50 | Exact match | 18 contacts → |
“Wizio distinguée par l’écosystème patrimonial • Classée 92e fintech française 2026 au sein du classement Fintech 100, et 3e dans la catégorie Process Automation.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Days Legacydayslegacy.comHQ: Courbevoie, FranceReported employees: 1-10 | Courbevoie, France | 1-10 | Exact match | 17 contacts → |
“Bienvenue dans l'univers innovant de DAYS LEGACY, une FinTech dédiée à la gestion de patrimoine.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  NEOFAneofa.comHQ: Nice, FranceReported employees: 11-50 | Nice, France | 11-50 | Exact match | 17 contacts → |
“At Neofa, we believe in a transparent, neutral and accessible financial and investment advice.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Grisbee Gestion Privéegrisbee.frHQ: Versailles, FranceReported employees: 11-50 | Versailles, France | 11-50 | Exact match | 16 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  4tpm4tpm.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 11 contacts → |
“4TPM is a leading Software Editor that specializes in Portfolio Management and Trading for 24 years.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Quantiliaquantilia.comHQ: Nice, FranceReported employees: 11-50 | Nice, France | 11-50 | Exact match | 11 contacts → |
“Quantilia is a cutting-edge financial data management and analytics platform designed for institutional investors, asset managers, and family offices.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  holis.coholis.coHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 11 contacts → |
“At HOLIS, we’re reshaping investing and performance monitoring with data-driven precision.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Starcierstarcier.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 8 contacts → |
“Starcier is a financial software and design company headquartered in France with clients across the USA, Europe, and the UK.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Dreamquarkdreamquark.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 8 contacts → |
“DreamQuark’s efficient, user friendly software solution, Brain, is designed to help Wealth Managers grow smarter.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Zalphazalpha.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 8 contacts → |
“Entrust success to intelligence.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Homeclikhomeclik.frHQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 7 contacts → |
“Vous jonglez avec plusieurs outils?” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  LEOleofinance.coHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 5 contacts → |
“LEO is a pioneering software provider company that facilitates the democratization of Alternative Investments.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Happinancehappinance.comHQ: Lille, FranceReported employees: 11-50 | Lille, France | 11-50 | Exact match | 5 contacts → |
“Happinance développe des modèles analytiques sophistiqués et innovants construits grâce à l’Intelligence Artificielle et le Big Data, pour la gestion de portefeuilles boursiers.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Finlivefinlive.frHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 4 contacts → |
“FinLive simplifie le quotidien des professionnels de la finance en centralisant l'essentiel de leur activité sur une interface unique, fluide et accessible.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Preconyspreconys.comHQ: Neuilly-sur-seine, FranceReported employees: 1-10 | Neuilly-sur-seine, France | 1-10 | Exact match | 4 contacts → |
“Preconys est la plateforme patrimoniale pour mieux gérer votre argent, un robot advisor à votre écoute, des outils adaptés pour prendre de meilleures décisions financières.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Pickingboxpickingbox.netHQ: Poitiers, FranceReported employees: 11-50 | Poitiers, France | 11-50 | Exact match | 4 contacts → |
“Le cloud dédié aux Asset Managers!” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 57 company matches
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Portfolio monitoring platforms: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
57 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 57 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Portfolio monitoring platforms by metro
Questions about this company list
What does Exact match mean for portfolio monitoring platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many portfolio monitoring platforms did RevenueBase find based in France?
The saved snapshot records 57 matching company records, 869 tracked contacts and 287 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Portfolio monitoring platforms by geography
- Portfolio monitoring platforms based in Toronto, Canada
- Portfolio monitoring platforms based in Paris, France
- Portfolio monitoring platforms based in Mumbai, India
- Portfolio monitoring platforms based in Singapore, Singapore
- Portfolio monitoring platforms based in London, United Kingdom
- Portfolio monitoring platforms based in New York, United States
- Portfolio monitoring platforms based in San Francisco, United States
- Portfolio monitoring platforms based in Australia
- Portfolio monitoring platforms based in Brazil
- Portfolio monitoring platforms based in Canada
- Portfolio monitoring platforms based in Germany
- Portfolio monitoring platforms based in India
Cite this list
RevenueBase Data Team. Top 25 portfolio monitoring platforms based in France. Snapshot: September 29, 2026. https://revenuebase.ai/companies/portfolio-monitoring-platforms/france.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Portfolio monitoring platforms based in Toronto, Canada
- Portfolio monitoring platforms based in Paris, France
- Portfolio monitoring platforms based in Mumbai, India
- Portfolio monitoring platforms based in Singapore, Singapore
- Portfolio monitoring platforms based in London, United Kingdom
- Portfolio monitoring platforms based in New York, United States
Company intelligence · public preview
Top 25 portfolio monitoring platforms based in France
RevenueBase records 57 matching company records for portfolio monitoring platforms based in France, with 869 tracked contacts and 287 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 portfolio monitoring platforms based in France
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Trading Centraltradingcentral.com HQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 218 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Sharesshares.io HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 132 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Quantalys France Harvest Groupquantalys.com HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 73 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Wesavewesave.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 45 contacts → |
“Anatec est une plateforme d'analyse et de prévision boursière online qui permet au grand public de bénéficier de l'expertise d'une salle des marchés à coût réduit.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Bisam, A Factset Companyfactset.com HQ: Paris, FranceReported employees: Not recorded | Paris, France | Not recorded | Exact match | 43 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | EDDAedda.co HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 37 contacts → |
“Edda helps professional investors power their investments from sourcing to exit.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Manymoremanymore.fr HQ: Puteaux, FranceReported employees: 51-200 | Puteaux, France | 51-200 | Exact match | 31 contacts → |
“Découvrez Prisme la solution de gestion de cabinet la plus puissante et la plus innovante du marché.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | zonebourse.comzonebourse.com HQ: Annecy, FranceReported employees: 11-50 | Annecy, France | 11-50 | Exact match | 28 contacts → |
“Zonebourse.com est le leader de l'actualité financière auprès des investisseurs individuels.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Wizzinvestwizzinvest.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 21 contacts → |
“WizzInvest is a Data as a Service platform dedicated to investment professionals.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | wizio.frwizio.fr HQ: Lyon, FranceReported employees: 11-50 | Lyon, France | 11-50 | Exact match | 18 contacts → |
“Wizio distinguée par l’écosystème patrimonial • Classée 92e fintech française 2026 au sein du classement Fintech 100, et 3e dans la catégorie Process Automation.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Days Legacydayslegacy.com HQ: Courbevoie, FranceReported employees: 1-10 | Courbevoie, France | 1-10 | Exact match | 17 contacts → |
“Bienvenue dans l'univers innovant de DAYS LEGACY, une FinTech dédiée à la gestion de patrimoine.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | NEOFAneofa.com HQ: Nice, FranceReported employees: 11-50 | Nice, France | 11-50 | Exact match | 17 contacts → |
“At Neofa, we believe in a transparent, neutral and accessible financial and investment advice.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Grisbee Gestion Privéegrisbee.fr HQ: Versailles, FranceReported employees: 11-50 | Versailles, France | 11-50 | Exact match | 16 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | 4tpm4tpm.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 11 contacts → |
“4TPM is a leading Software Editor that specializes in Portfolio Management and Trading for 24 years.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Quantiliaquantilia.com HQ: Nice, FranceReported employees: 11-50 | Nice, France | 11-50 | Exact match | 11 contacts → |
“Quantilia is a cutting-edge financial data management and analytics platform designed for institutional investors, asset managers, and family offices.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | holis.coholis.co HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 11 contacts → |
“At HOLIS, we’re reshaping investing and performance monitoring with data-driven precision.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Starcierstarcier.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 8 contacts → |
“Starcier is a financial software and design company headquartered in France with clients across the USA, Europe, and the UK.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Dreamquarkdreamquark.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 8 contacts → |
“DreamQuark’s efficient, user friendly software solution, Brain, is designed to help Wealth Managers grow smarter.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Zalphazalpha.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 8 contacts → |
“Entrust success to intelligence.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Homeclikhomeclik.fr HQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 7 contacts → |
“Vous jonglez avec plusieurs outils?” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | LEOleofinance.co HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 5 contacts → |
“LEO is a pioneering software provider company that facilitates the democratization of Alternative Investments.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Happinancehappinance.com HQ: Lille, FranceReported employees: 11-50 | Lille, France | 11-50 | Exact match | 5 contacts → |
“Happinance développe des modèles analytiques sophistiqués et innovants construits grâce à l’Intelligence Artificielle et le Big Data, pour la gestion de portefeuilles boursiers.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Finlivefinlive.fr HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 4 contacts → |
“FinLive simplifie le quotidien des professionnels de la finance en centralisant l'essentiel de leur activité sur une interface unique, fluide et accessible.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Preconyspreconys.com HQ: Neuilly-sur-seine, FranceReported employees: 1-10 | Neuilly-sur-seine, France | 1-10 | Exact match | 4 contacts → |
“Preconys est la plateforme patrimoniale pour mieux gérer votre argent, un robot advisor à votre écoute, des outils adaptés pour prendre de meilleures décisions financières.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Pickingboxpickingbox.net HQ: Poitiers, FranceReported employees: 11-50 | Poitiers, France | 11-50 | Exact match | 4 contacts → |
“Le cloud dédié aux Asset Managers!” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 57 company matches
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Portfolio monitoring platforms: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
57 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 57 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Portfolio monitoring platforms by metro
Questions about this company list
What does Exact match mean for portfolio monitoring platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many portfolio monitoring platforms did RevenueBase find based in France?
The saved snapshot records 57 matching company records, 869 tracked contacts and 287 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Portfolio monitoring platforms by geography
- Portfolio monitoring platforms based in Toronto, Canada
- Portfolio monitoring platforms based in Paris, France
- Portfolio monitoring platforms based in Mumbai, India
- Portfolio monitoring platforms based in Singapore, Singapore
- Portfolio monitoring platforms based in London, United Kingdom
- Portfolio monitoring platforms based in New York, United States
- Portfolio monitoring platforms based in San Francisco, United States
- Portfolio monitoring platforms based in Australia
- Portfolio monitoring platforms based in Brazil
- Portfolio monitoring platforms based in Canada
- Portfolio monitoring platforms based in Germany
- Portfolio monitoring platforms based in India
Cite this list
RevenueBase Data Team. Top 25 portfolio monitoring platforms based in France. Snapshot: September 29, 2026. https://revenuebase.ai/companies/portfolio-monitoring-platforms/france.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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