Company lists · Data refreshed September 2026

Top 25 Portfolio optimization software companies based in France

RevenueBase identified 64 company matches for portfolio optimization software companies associated with France as of September 2026 and tracks 1,194 professional contacts across them, including 478 with verified work emails. Paris is the largest hub.

This list covers company matches for portfolio optimization software companies 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 29, 2026 How this list was built
64Companies
1,194Contacts tracked
478Verified emails
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The 25 largest portfolio optimization software companies based in France

Ranked by team size
Top 25 of 64 company matches for portfolio optimization software companies based in France, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchParis, FranceHQ recorded Sep 29, 2026201-500348 contacts →

Exact match

“Un éditeur de référence sur le marché du logiciel patrimonial Harvest est un éditeur de logiciels spécialisé sur les métiers du conseil financier et patrimonial, présent auprès de…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2Exact matchParis, FranceHQ recorded Sep 29, 2026201-500218 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
3Exact matchParis, FranceHQ recorded Sep 29, 202651-200132 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
4Exact matchParis, FranceHQ recorded Sep 29, 202651-20073 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
5Exact matchParis La Défense, FranceHQ recorded Sep 29, 202651-20045 contacts →

Exact match

“JUMP is a leading software provider of investment management solutions dedicated to the financial industry: Asset Management, Private and Wealth Management, Life Insurance…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6Exact matchParis, FranceHQ recorded Sep 29, 202611-5031 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
7Exact matchGrenoble, FranceHQ recorded Sep 29, 202611-5030 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8Exact matchParis, FranceHQ recorded Sep 29, 202611-5029 contacts →

Exact match

“Feefty est une plateforme spécialisée dans l'investissement Sur-Mesure lié aux marchés financiers (produits structurés).”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9Exact matchParis, FranceHQ recorded Sep 29, 202611-5020 contacts →

Exact match

“LexiFi provides software for the pricing, document generation and management of derivatives and structured products.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10Exact matchLyon, FranceHQ recorded Sep 29, 202611-5018 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
11Exact matchVersailles, FranceHQ recorded Sep 29, 202611-5016 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
12Exact matchParis, FranceHQ recorded Sep 29, 202611-5013 contacts →

Exact match

“Omega Financial Solutions is a leading provider of Portfolio and Fund Management software to the global investment management industry.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13Exact matchParis, FranceHQ recorded Sep 29, 202611-5011 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
14Exact matchParis, FranceHQ recorded Sep 29, 202611-508 contacts →

Exact match

“Entrust success to intelligence.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15Exact matchParis, FranceHQ recorded Sep 29, 202611-508 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
16Exact matchParis, FranceHQ recorded Sep 29, 202611-508 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
17Exact matchBiot, FranceHQ recorded Sep 29, 202611-506 contacts →

Exact match

“Koris International offers its services to parties seeking to benefit from the most advanced academic research and to take full advantage of the bridge closing the gap between the…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18Exact matchParis, FranceHQ recorded Sep 29, 20261-106 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
19Exact matchParis, FranceHQ recorded Sep 29, 202611-505 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20Exact matchLille, FranceHQ recorded Sep 29, 202611-505 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
21Exact matchParis, FranceHQ recorded Sep 29, 202611-504 contacts →

Exact match

“Seeyond, an affiliate of Natixis Investment Managers, specializes in active quantitative portfolio management.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22Exact matchPoitiers, FranceHQ recorded Sep 29, 202611-504 contacts →

Exact match

“Le cloud dédié aux Asset Managers!”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23Exact matchBordeaux, FranceHQ recorded Sep 29, 20261-104 contacts →

Exact match

“Interselection Actuariat Adviser a été créée en 1996, et a pour rôle d’être un véritable "outil de travail" pour une optimisation des décisions d'investissements sur les marchés…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24Exact matchBordeaux, FranceHQ recorded Sep 29, 20261-103 contacts →

Exact match

“EOS ALLOCATIONS est une société de conseil en allocation d'actifs et sélection de fonds.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25Exact matchParis, FranceHQ recorded Sep 29, 20261-103 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

Showing 25 of 64 portfolio optimization software companies based in France

See the full list, filter by size, metro and specialty, and access 478 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Portfolio optimization software companies based in France at a glance

As of Sep 29, 2026
40.0%Verified-email coverage
18.7Average contacts per company
1-10Median size (employees)
64.1%Largest-city concentration · Paris
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
38
11-50
21
51-200
3
201-500
2

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 64 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 optimization software companies” 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 478 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 optimization software companies 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 optimization software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many portfolio optimization software companies are there based in France?

RevenueBase identified 64 company matches for portfolio optimization software companies 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?

Harvest Groupe tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most portfolio optimization software companies?

Paris leads with 41 company records, followed by Bordeaux (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 478 professional contacts with verified work emails tracked across these 64 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.

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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 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.