Company lists · Data refreshed September 2026
Top 25 Portfolio optimization consulting firms based in Paris, France
RevenueBase identified 71 company matches for portfolio optimization consulting firms associated with Paris, France as of September 2026 and tracks 1,007 professional contacts across them, including 473 with verified work emails. Across France, Paris is the largest hub for this category.
This list covers company matches for portfolio optimization consulting firms 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 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 optimization consulting firms based in Paris, France
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 241 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 2 | 226 contacts → | ||||
Exact match “Ailancy is a top-specialist and fast-growing management-consulting firm specialized in the financial services industry and headquartered in Paris.” 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 | 39 contacts → | ||||
Exact match “Hexagone est le spécialiste de l’intermédiation multi-classes d’actifs du marché français.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 5 | 37 contacts → | ||||
Exact match “Hiram Finance is a consulting firm specialising in financial markets which was founded in 1998 and currently has 45 consultants.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 6 | 31 contacts → | ||||
Exact match “New Alpha is an open-architecture, multi-asset class solutions provider.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 29 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 28 contacts → | ||||
Exact match “insti7, est un cabinet indépendant de Conseil en Investissements Financiers, immatriculé sous le numéro ORIAS auprès de la CNCIF,(Chambre Nationale des Conseillers en…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 20 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 10 | 19 contacts → | ||||
Exact match “Marigny Capital is an independent consulting firm that provides its clients with financial services focused on investment solutions.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 19 contacts → | ||||
Exact match “ÉLYSÉE CONSULTING | Conseil Patrimonial • Allocation d’Actifs • Ingénierie Patrimoniale Depuis près de 25 ans, ÉLYSÉE CONSULTING accompagne dirigeants d’entreprise, familles…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 11 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 11 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 10 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 15 | 10 contacts → | ||||
Exact match “HESPERIE-CONSEIL est un cabinet de conseil spécialisé en Finance des Marchés et Asset Management.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 7 contacts → | ||||
Exact match “At Top Down Advisory, we support banks, asset managers, and insurance companies in the design, implementation, and optimization of their Stress Testing frameworks.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 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 29, 2026 · View company records in RevenueBase | |||||
| 18 | 6 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 19 | 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 29, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “neodvisory est un cabinet de conseil spécialisé en Finance de Marché et en gestion des risques financiers.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “Awalee consulting est un Cabinet de Conseil Métiers dédié à la Banque de Financement et d’Investissement.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 22 | 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 29, 2026 · View company records in RevenueBase | |||||
| 23 | 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 29, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “Green Leap is a consultancy firm specialised in the financial industry with a strong and recognised expertise in Asset Management and Private Banking.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “Kapitalia est un cabinet de conseil dédié aux chefs d’entreprise et aux professions libérales souhaitant bâtir, protéger et transmettre leur patrimoine.” 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 optimization consulting firms”. 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 71 portfolio optimization consulting firms based in Paris, France
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Portfolio optimization consulting firms based in Paris, France at a glance
As of Sep 29, 2026Companies by employee count
Email recency for this list is measured across the whole France list rather than for Paris, so it is reported there. Company counts and contact totals on this page are exact for Paris, over 71 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 Paris, France whose business descriptions match “portfolio optimization consulting firms” 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 473 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.
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 optimization consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio optimization consulting firms are there based in Paris, France?
RevenueBase identified 71 company matches for portfolio optimization consulting firms 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?
Exiom Partners 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 optimization consulting firms?
Paris leads France with 71 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 473 professional contacts with verified work emails tracked across these 71 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 71 portfolio optimization consulting firms based in Paris, France. Start with a free account, no credit card.
Download this list →Related lists
Portfolio optimization consulting firms by geography
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- Portfolio optimization consulting firms based in Australia
- Portfolio optimization consulting firms based in Brazil
- Portfolio optimization consulting firms based in Canada
- Portfolio optimization consulting firms based in France
- Portfolio optimization consulting firms based in Germany
- Portfolio optimization consulting firms based in India
- Portfolio optimization consulting firms based in Italy
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
- Lists by location
- Lists A-Z
- New lists
- Portfolio optimization consulting firms based in Sao Paulo, Brazil
- Portfolio optimization consulting firms based in Toronto, Canada
- Portfolio optimization consulting firms based in London, United Kingdom
- Portfolio optimization consulting firms based in Chicago, United States
- Portfolio optimization consulting firms based in New York, United States
- Portfolio optimization consulting firms based in Australia
Company intelligence · public preview
Top 25 portfolio optimization consulting firms based in Paris, France
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 71 matching company records for portfolio optimization consulting firms based in Paris, France, with 1,007 tracked contacts and 473 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 optimization consulting firms based in Paris, 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 |  Exiom Partnersexiompartners.comHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 241 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Ailancyailancy.comHQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 226 contacts → |
“Ailancy is a top-specialist and fast-growing management-consulting firm specialized in the financial services industry and headquartered in Paris.” 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 |  Groupe Hexagonegroupe-hexagone.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 39 contacts → |
“Hexagone est le spécialiste de l’intermédiation multi-classes d’actifs du marché français.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Hiram Financehiram-finance.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 37 contacts → |
“Hiram Finance is a consulting firm specialising in financial markets which was founded in 1998 and currently has 45 consultants.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Newalpha Asset Managementnewalpha.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 31 contacts → |
“New Alpha is an open-architecture, multi-asset class solutions provider.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  ITOPSitops.groupHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 29 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Insti7insti7.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 28 contacts → |
“insti7, est un cabinet indépendant de Conseil en Investissements Financiers, immatriculé sous le numéro ORIAS auprès de la CNCIF,(Chambre Nationale des Conseillers en…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Essor Conseilessor-conseil.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 20 contacts → |
“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.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Marigny Capitalmarignycapital.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 19 contacts → |
“Marigny Capital is an independent consulting firm that provides its clients with financial services focused on investment solutions.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Elysee Consultingelysee-consulting.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 19 contacts → |
“ÉLYSÉE CONSULTING | Conseil Patrimonial • Allocation d’Actifs • Ingénierie Patrimoniale Depuis près de 25 ans, ÉLYSÉE CONSULTING accompagne dirigeants d’entreprise, familles…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Phast Solutionsphastsolutions.comHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 11 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Bolder Advisorybolder-advisory.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 11 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Cabinet Fildcabinet-fild.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 10 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Hesperie Conseilhesperie-conseil.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 10 contacts → |
“HESPERIE-CONSEIL est un cabinet de conseil spécialisé en Finance des Marchés et Asset Management.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  TOP Down Advisorytopdown-advisory.comHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 7 contacts → |
“At Top Down Advisory, we support banks, asset managers, and insurance companies in the design, implementation, and optimization of their Stress Testing frameworks.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Orion Financial Partnersorion-fp.comHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 6 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Patrimonio Financepatrimonio.finance HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 6 contacts → |
“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.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  BSD Investingbsdinvesting.comHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 3 contacts → |
“BSD Investing is a new and independent firm devoted to research on portfolio construction.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Neodvisoryneodvisory.comHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 3 contacts → |
“neodvisory est un cabinet de conseil spécialisé en Finance de Marché et en gestion des risques financiers.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Awalee Consulting By Canopee Groupawaleeconsulting.com HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 2 contacts → |
“Awalee consulting est un Cabinet de Conseil Métiers dédié à la Banque de Financement et d’Investissement.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Upwealth Digitalupwealth.ioHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 2 contacts → |
“Combining traditional and innovative investment strategies, Upwealth Digital is dedicated to delivering top-tier trading and investing services globally.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Quarisma Financequarisma.financeHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 2 contacts → |
“Quarisma Finance has been supporting asset managers, investment funds, and insurers since 2016 in optimizing their portfolios and proactively managing risks.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Green Leapgreenleap.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 1 contacts → |
“Green Leap is a consultancy firm specialised in the financial industry with a strong and recognised expertise in Asset Management and Private Banking.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Kapitaliakapitalia.fr HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 1 contacts → |
“Kapitalia est un cabinet de conseil dédié aux chefs d’entreprise et aux professions libérales souhaitant bâtir, protéger et transmettre leur patrimoine.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 71 company matches
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Portfolio optimization consulting firms: 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
71 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 across the whole France list rather than for Paris, so it is reported there. Company counts and contact totals on this page are exact for Paris, over 71 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 ↗
Questions about this company list
What does Exact match mean for portfolio optimization consulting firms?
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 optimization consulting firms did RevenueBase find based in Paris, France?
The saved snapshot records 71 matching company records, 1,007 tracked contacts and 473 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 optimization consulting firms by geography
- Portfolio optimization consulting firms based in Sao Paulo, Brazil
- Portfolio optimization consulting firms based in Toronto, Canada
- Portfolio optimization consulting firms based in London, United Kingdom
- Portfolio optimization consulting firms based in Chicago, United States
- Portfolio optimization consulting firms based in New York, United States
- Portfolio optimization consulting firms based in Australia
- Portfolio optimization consulting firms based in Brazil
- Portfolio optimization consulting firms based in Canada
- Portfolio optimization consulting firms based in France
- Portfolio optimization consulting firms based in Germany
- Portfolio optimization consulting firms based in India
- Portfolio optimization consulting firms based in Italy
Cite this list
RevenueBase Data Team. Top 25 portfolio optimization consulting firms based in Paris, France. Snapshot: September 29, 2026. https://revenuebase.ai/companies/portfolio-optimization-consulting-firms/france/paris.
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 optimization consulting firms based in Sao Paulo, Brazil
- Portfolio optimization consulting firms based in Toronto, Canada
- Portfolio optimization consulting firms based in London, United Kingdom
- Portfolio optimization consulting firms based in Chicago, United States
- Portfolio optimization consulting firms based in New York, United States
- Portfolio optimization consulting firms based in Australia
Company intelligence · public preview
Top 25 portfolio optimization consulting firms based in Paris, France
RevenueBase records 71 matching company records for portfolio optimization consulting firms based in Paris, France, with 1,007 tracked contacts and 473 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 optimization consulting firms based in Paris, 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 | Exiom Partnersexiompartners.com HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 241 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Ailancyailancy.com HQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 226 contacts → |
“Ailancy is a top-specialist and fast-growing management-consulting firm specialized in the financial services industry and headquartered in Paris.” 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 | Groupe Hexagonegroupe-hexagone.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 39 contacts → |
“Hexagone est le spécialiste de l’intermédiation multi-classes d’actifs du marché français.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Hiram Financehiram-finance.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 37 contacts → |
“Hiram Finance is a consulting firm specialising in financial markets which was founded in 1998 and currently has 45 consultants.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Newalpha Asset Managementnewalpha.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 31 contacts → |
“New Alpha is an open-architecture, multi-asset class solutions provider.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | ITOPSitops.group HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 29 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Insti7insti7.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 28 contacts → |
“insti7, est un cabinet indépendant de Conseil en Investissements Financiers, immatriculé sous le numéro ORIAS auprès de la CNCIF,(Chambre Nationale des Conseillers en…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Essor Conseilessor-conseil.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 20 contacts → |
“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.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Marigny Capitalmarignycapital.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 19 contacts → |
“Marigny Capital is an independent consulting firm that provides its clients with financial services focused on investment solutions.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Elysee Consultingelysee-consulting.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 19 contacts → |
“ÉLYSÉE CONSULTING | Conseil Patrimonial • Allocation d’Actifs • Ingénierie Patrimoniale Depuis près de 25 ans, ÉLYSÉE CONSULTING accompagne dirigeants d’entreprise, familles…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Phast Solutionsphastsolutions.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 11 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Bolder Advisorybolder-advisory.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 11 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Cabinet Fildcabinet-fild.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 10 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Hesperie Conseilhesperie-conseil.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 10 contacts → |
“HESPERIE-CONSEIL est un cabinet de conseil spécialisé en Finance des Marchés et Asset Management.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | TOP Down Advisorytopdown-advisory.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 7 contacts → |
“At Top Down Advisory, we support banks, asset managers, and insurance companies in the design, implementation, and optimization of their Stress Testing frameworks.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Orion Financial Partnersorion-fp.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 6 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Patrimonio Financepatrimonio.finance HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 6 contacts → |
“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.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | BSD Investingbsdinvesting.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 3 contacts → |
“BSD Investing is a new and independent firm devoted to research on portfolio construction.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Neodvisoryneodvisory.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 3 contacts → |
“neodvisory est un cabinet de conseil spécialisé en Finance de Marché et en gestion des risques financiers.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Awalee Consulting By Canopee Groupawaleeconsulting.com HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 2 contacts → |
“Awalee consulting est un Cabinet de Conseil Métiers dédié à la Banque de Financement et d’Investissement.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Upwealth Digitalupwealth.io HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 2 contacts → |
“Combining traditional and innovative investment strategies, Upwealth Digital is dedicated to delivering top-tier trading and investing services globally.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Quarisma Financequarisma.finance HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 2 contacts → |
“Quarisma Finance has been supporting asset managers, investment funds, and insurers since 2016 in optimizing their portfolios and proactively managing risks.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Green Leapgreenleap.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 1 contacts → |
“Green Leap is a consultancy firm specialised in the financial industry with a strong and recognised expertise in Asset Management and Private Banking.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Kapitaliakapitalia.fr HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 1 contacts → |
“Kapitalia est un cabinet de conseil dédié aux chefs d’entreprise et aux professions libérales souhaitant bâtir, protéger et transmettre leur patrimoine.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 71 company matches
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Portfolio optimization consulting firms: 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
71 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 across the whole France list rather than for Paris, so it is reported there. Company counts and contact totals on this page are exact for Paris, over 71 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 ↗
Questions about this company list
What does Exact match mean for portfolio optimization consulting firms?
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 optimization consulting firms did RevenueBase find based in Paris, France?
The saved snapshot records 71 matching company records, 1,007 tracked contacts and 473 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
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Cite this list
RevenueBase Data Team. Top 25 portfolio optimization consulting firms based in Paris, France. Snapshot: September 29, 2026. https://revenuebase.ai/companies/portfolio-optimization-consulting-firms/france/paris.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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