Company lists · Data refreshed September 2026

Top 25 Portfolio optimization consulting firms based in France

Name: Portfolio optimization consulting firms based in France
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 139 companies tracked

RevenueBase identified 139 portfolio optimization consulting firms headquartered in France as of September 2026 and tracks 1,337 professional contacts across them, including 552 with verified work emails. Paris is the largest hub.

This list covers portfolio optimization consulting firms 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

139Companies

1,337Contacts tracked

552Verified emails

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The 25 largest portfolio optimization consulting firms based in France

Ranked by team size

Top 25 of 139 portfolio optimization consulting firms 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 optimization consulting firms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Exiom Partners	Indirect evidence	Paris, FranceHQ checked Sep 29, 2026	51-200	241 contacts →
	Indirect evidence “Fondé en 2019 par des associés de grands cabinets de conseil, Exiom Partners est un cabinet spécialisé dans les Services Financiers pensé pour proposer un modèle de management…” Source: RevenueBase Database · checked Sep 29, 2026
2	Ailancy	Partial evidence	Paris, FranceHQ checked Sep 29, 2026	201-500	226 contacts →
	Partial evidence “Ailancy is a top-specialist and fast-growing management-consulting firm specialized in the financial services industry and headquartered in Paris.” Source: RevenueBase Database · checked Sep 29, 2026
3	BK Consulting	Partial evidence	Puteaux, FranceHQ checked Sep 29, 2026	501-1,000	175 contacts →
	Partial evidence “Les métiers de BK Consulting - Salle de marché (Front/Middle/Back Office)- Asset Management - Administration de fonds - R&D (pricers) Nous sommes présents sur Paris et…” Source: RevenueBase Database · checked Sep 29, 2026
4	Quantalys France Harvest Group	Indirect evidence	Paris, FranceHQ checked Sep 29, 2026	51-200	73 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
5	Groupe Hexagone	Indirect evidence	Paris, FranceHQ checked Sep 29, 2026	11-50	39 contacts →
	Indirect evidence “Hexagone est le spécialiste de l’intermédiation multi-classes d’actifs du marché français.” Source: RevenueBase Database · checked Sep 29, 2026
6	Hiram Finance	Partial evidence	Paris, FranceHQ checked Sep 29, 2026	11-50	37 contacts →
	Partial evidence “Hiram Finance is a consulting firm specialising in financial markets which was founded in 1998 and currently has 45 consultants.” Source: RevenueBase Database · checked Sep 29, 2026
7	Newalpha Asset Management	Indirect evidence	Paris, FranceHQ checked Sep 29, 2026	11-50	31 contacts →
	Indirect evidence “New Alpha is an open-architecture, multi-asset class solutions provider.” Source: RevenueBase Database · checked Sep 29, 2026
8	ITOPS	Indirect evidence	Paris, FranceHQ checked Sep 29, 2026	51-200	29 contacts →
	Indirect evidence “itops est un Cabinet de Conseil à taille humaine, spécialisé en finance de marché, dont le secret est la "symétrie des attentions", accordant autant d'importance à la satisfaction…” Source: RevenueBase Database · checked Sep 29, 2026
9	Insti7	Indirect evidence	Paris, FranceHQ checked Sep 29, 2026	11-50	28 contacts →
	Indirect evidence “insti7, est un cabinet indépendant de Conseil en Investissements Financiers, immatriculé sous le numéro ORIAS auprès de la CNCIF,(Chambre Nationale des Conseillers en…” Source: RevenueBase Database · checked Sep 29, 2026
10	Essor Conseil	Indirect evidence	Paris, FranceHQ checked Sep 29, 2026	1-10	20 contacts →
	Indirect evidence “Créée en décembre la société de Conseil en Gestion de Patrimoine ESSOR Conseil est l’évolution d’une activité libérale commencée en 1997 par ses fondateurs.” Source: RevenueBase Database · checked Sep 29, 2026
11	Marigny Capital	Partial evidence	Paris, FranceHQ checked Sep 29, 2026	11-50	19 contacts →
	Partial evidence “Marigny Capital is an independent consulting firm that provides its clients with financial services focused on investment solutions.” Source: RevenueBase Database · checked Sep 29, 2026
12	Elysee Consulting	Partial evidence	Paris, FranceHQ checked Sep 29, 2026	11-50	19 contacts →
	Partial evidence “ÉLYSÉE CONSULTING \| Conseil Patrimonial • Allocation d’Actifs • Ingénierie Patrimoniale Depuis près de 25 ans, ÉLYSÉE CONSULTING accompagne dirigeants d’entreprise, familles…” Source: RevenueBase Database · checked Sep 29, 2026
13	Neon Risk Consulting	Indirect evidence	La Défense, FranceHQ checked Sep 29, 2026	11-50	18 contacts →
	Indirect evidence “Our purpose: When we help our clients better quantify and manage their risks, we contribute to a safer financial system and a more stable economy where people can thrive.” Source: RevenueBase Database · checked Sep 29, 2026
14	Phast Solutions	Partial evidence	Paris, FranceHQ checked Sep 29, 2026	1-10	11 contacts →
	Partial evidence “Phast Solutions is a French registered consulting and R&D group, acting in two high valued businesses within the sectors of financial services: management consulting and software…” Source: RevenueBase Database · checked Sep 29, 2026
15	Bolder Advisory	Partial evidence	Paris, FranceHQ checked Sep 29, 2026	11-50	11 contacts →
	Partial evidence “Bolder Advisory positions itself as a leading expert in financial services consulting, dedicated to meeting the expectations of its clients and partners by providing solutions…” Source: RevenueBase Database · checked Sep 29, 2026
16	Cabinet Fild	Indirect evidence	Paris, FranceHQ checked Sep 29, 2026	1-10	10 contacts →
	Indirect evidence “Le Cabinet FILD vous accompagne dans la gestion et l'optimisation du patrimoine individuel ou familial, incluant le patrimoine d'entreprise : Retraite Prévoyance Patrimoine Fondé…” Source: RevenueBase Database · checked Sep 29, 2026
17	Hesperie Conseil	Indirect evidence	Paris, FranceHQ checked Sep 29, 2026	11-50	10 contacts →
	Indirect evidence “HESPERIE-CONSEIL est un cabinet de conseil spécialisé en Finance des Marchés et Asset Management.” Source: RevenueBase Database · checked Sep 29, 2026
18	Pavillon Bleu	Indirect evidence	La Valette Du Var, FranceHQ checked Sep 29, 2026	1-10	8 contacts →
	Indirect evidence “Pavillon Bleu est une société de conseil en gestion de patrimoine, basée dans le Sud de la France à Toulon.” Source: RevenueBase Database · checked Sep 29, 2026
19	TOP Down Advisory	Partial evidence	Paris, FranceHQ checked Sep 29, 2026	1-10	7 contacts →
	Partial evidence “At Top Down Advisory, we support banks, asset managers, and insurance companies in the design, implementation, and optimization of their Stress Testing frameworks.” Source: RevenueBase Database · checked Sep 29, 2026
20	Meristem Avenir	Indirect evidence	Saint-herblain, FranceHQ checked Sep 29, 2026	1-10	6 contacts →
	Indirect evidence “Notre cabinet, basé à Nantes, formule ses conseils en stratégie d’investissement avec comme seul objectif l’intérêt de ses clients.” Source: RevenueBase Database · checked Sep 29, 2026
21	Olympe Gestion Patrimoine	Indirect evidence	Paris, FranceHQ checked Sep 29, 2026	1-10	6 contacts →
	Indirect evidence “Profitez d'une consultation offerte et sans engagement pour découvrir comment nous pouvons vous accompagner dans l'optimisation de votre patrimoine!” Source: RevenueBase Database · checked Sep 29, 2026
22	Orion Financial Partners	Indirect evidence	Paris, FranceHQ checked Sep 29, 2026	1-10	6 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 29, 2026
23	S.U.R.E Finances	Indirect evidence	Nice, FranceHQ checked Sep 29, 2026	1-10	6 contacts →
	Indirect evidence “Installé à Nice, Boulevard Victor Hugo depuis 1998, notre cabinet bénéficie d’une forte expérience qui lui permet de vous proposer une relation professionnelle durable et efficace.” Source: RevenueBase Database · checked Sep 29, 2026
24	Patrimonio Finance	Indirect evidence	Paris, FranceHQ checked Sep 29, 2026	1-10	6 contacts →
	Indirect evidence “Depuis 1997, les équipes de Patrimonio Finance ont à cœur de mettre leurs convictions en matière d'investissements financiers au service d'une stratégie patrimoniale sur mesure.” Source: RevenueBase Database · checked Sep 29, 2026
25	Fidere Conseil	Indirect evidence	Angers, FranceHQ checked Sep 29, 2026	1-10	4 contacts →
	Indirect evidence “FIDERE CONSEIL est un cabinet spécialisé dans le Conseil en Investissement à ANGERS.” Source: RevenueBase Database · checked Sep 29, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: portfolio optimization consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names portfolio optimization consulting firms.
Partial evidence: Its own public description names part of portfolio optimization consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio optimization consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 139 portfolio optimization consulting firms based in France

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Portfolio optimization consulting firms based in France at a glance

As of Sep 29, 2026

41.3%Verified-email coverage

9.6Average contacts per company

1-10Median size (employees)

51.1%Largest-city concentration · Paris

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

105

11-50

51-200

201-500

501-1,000

10001+

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 139 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 optimization consulting firms, 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 optimization consulting firms”. 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 optimization consulting firms), 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 optimization consulting firms, 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, 552 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 optimization consulting firms by metro

Portfolio optimization consulting firms in Paris71

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 optimization consulting firms, 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 optimization consulting firms are there based in France?

RevenueBase identified 139 portfolio optimization consulting firms 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?

Exiom Partners, headquartered in Paris, tops this list with the largest team on record.

Which city has the most portfolio optimization consulting firms?

Paris leads with 71 headquartered companies, followed by Lyon (5) and Bordeaux (3).

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 552 verified decision-maker contacts tracked across these 139 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.