Company lists · Data refreshed November 2026

Top 25 Portfolio strategy consultants based in France

RevenueBase identified 780 company matches for portfolio strategy consultants associated with France as of November 2026 and tracks 10,894 professional contacts across them, including 2,706 with verified work emails. Paris is the largest hub.

This list covers company matches for portfolio strategy consultants 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 November 6, 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 Nov 6, 2026 How this list was built
780Companies
10,894Contacts tracked
2,706Verified emails
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The 25 largest portfolio strategy consultants based in France

Ranked by team size
Top 25 of 780 company matches for portfolio strategy consultants based in France, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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 matchBois-colombes, FranceHQ recorded Nov 6, 2026501-1,0002,474 contacts →

Exact match

“Particuliers, chefs d'entreprise, TPE/PME.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchLille, FranceHQ recorded Nov 6, 2026201-500730 contacts →

Exact match

“Notre raison d’être est de permettre au plus grand nombre de construire leur vie en confiance.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchParis, FranceHQ recorded Nov 6, 202651-200294 contacts →

Exact match

“Aurel BGC is a French investment company created from the merger of ETC Pollak and Aurel on October 1, 2008.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact match29480, FranceHQ recorded Nov 6, 202651-200169 contacts →

Exact match

“Arkéa Asset Management, société de gestion d’actifs du groupe Crédit Mutuel Arkéa, se distingue comme un acteur majeur et engagé de la gestion d’actifs, recherchant performance…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchParis, FranceHQ recorded Nov 6, 202651-200161 contacts →

Exact match

“Société de gestion spécialiste en solutions d’épargne financière, VEGA Investment Solutions privilégie une gestion patrimoniale fondée sur des convictions fortes qu’elle décline…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchToulouse, FranceHQ recorded Nov 6, 202611-5091 contacts →

Exact match

“En quelques années, ICA Patrimoine, groupe Toulousain implanté au niveau national est devenu une référence incontournable de la création de patrimoine.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchBoulogne Billancourt, FranceHQ recorded Nov 6, 202611-5089 contacts →

Exact match

“Société de courtage située à Paris, le Groupe Rodin est né il y a maintenant 18 ans dans l’objectif d’accompagner particuliers et entreprises dans leurs placements et leur…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchParis, FranceHQ recorded Nov 6, 202611-5079 contacts →

Exact match

“BDL Capital Management est une société de gestion d'actifs indépendante fondée en 2005.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchParis, FranceHQ recorded Nov 6, 2026n/a79 contacts →

Exact match

“Chez Investisseur Privé, votre conseiller dédié vous accompagne au quotidien dans la constitution, la gestion et le suivi de vos portefeuilles d’investissement, et plus largement…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchParis, FranceHQ recorded Nov 6, 202651-20072 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 · Nov 6, 2026 · View company records in RevenueBase
11Exact matchParis, FranceHQ recorded Nov 6, 202611-5064 contacts →

Exact match

“Ramify réinvente la gestion de patrimoine en offrant aux particuliers l'accès à des solutions dignes des plus grandes banques privées.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchParis, FranceHQ recorded Nov 6, 2026501-1,00057 contacts →

Exact match

“Ofi Invest, a new dimension for the future.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchParis, FranceHQ recorded Nov 6, 202651-20047 contacts →

Exact match

“Au Cabinet IGC, cabinet indépendant de gestion de patrimoine, nous structurons et pilotons votre stratégie autour de trois pôles complémentaires : Immobilier neuf : nous…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchParis, FranceHQ recorded Nov 6, 202611-5042 contacts →

Exact match

“Carat Capital est le leader d’une nouvelle génération de conseil en patrimoine.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchParis, FranceHQ recorded Nov 6, 202611-5038 contacts →

Exact match

“Hexagone est le spécialiste de l’intermédiation multi-classes d’actifs du marché français.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchParis, FranceHQ recorded Nov 6, 202611-5036 contacts →

Exact match

“Carax is an independent financial services firm serving institutional investors and corporate finance professionals worldwide.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchParis, FranceHQ recorded Nov 6, 202611-5035 contacts →

Exact match

“Dorval Asset Management - an affiliate of Natixis Wealth Management - is a management company recognised in the areas of flexible wealth management strategies and stock-picking in…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchParis, FranceHQ recorded Nov 6, 202611-5034 contacts →

Exact match

“New Alpha is an open-architecture, multi-asset class solutions provider.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchToulouse, FranceHQ recorded Nov 6, 202611-5031 contacts →

Exact match

“Patrimum Groupe, c'est aujourd'hui plus de 300 clients, pour un encours supérieur à 100 M€.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchParis, FranceHQ recorded Nov 6, 20261-1029 contacts →

Exact match

“i-Kapital est une société indépendante spécialisée dans la conception, la sélection et la distribution de solutions d’investissement (produits structurés, gestion de trésorerie…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchParis, FranceHQ recorded Nov 6, 202611-5029 contacts →

Exact match

“EAVEST est un cabinet de conseil indépendant spécialisé sur les produits structurés à destination de clients professionnels- EAVEST accompagne ses clients dans leur processus de…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchToulouse, FranceHQ recorded Nov 6, 202611-5029 contacts →

Exact match

“Ouvrez la porte à votre patrimoine!”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchParis, FranceHQ recorded Nov 6, 202611-5029 contacts →

Exact match

“Fondée en 1990, ACER FINANCE est une institution financière indépendante et entrepreneuriale qui supervise plus de 1,4 milliards de patrimoine (gestion, courtage, conseils) pour…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchParis, FranceHQ recorded Nov 6, 202611-5028 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 · Nov 6, 2026 · View company records in RevenueBase
25Exact matchParis, FranceHQ recorded Nov 6, 20261-1028 contacts →

Exact match

“ORIGEEN CAPITAL est un cabinet de conseil indépendant en stratégie patrimoniale et financière.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 25 of 780 portfolio strategy consultants based in France

See the full list, filter by size, metro and specialty, and access 2,706 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Portfolio strategy consultants based in France at a glance

As of Nov 6, 2026
24.8%Verified-email coverage
14.0Average contacts per company
1-10Median size (employees)
30.5%Largest-city concentration · Paris
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
675
11-50
76
51-200
13
201-500
5
501-1,000
2
1,001-5,000
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 780 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 strategy consultants” 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 2,706 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 November 6, 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 strategy consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many portfolio strategy consultants are there based in France?

RevenueBase identified 780 company matches for portfolio strategy consultants associated with France as of November 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?

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

Which city has the most portfolio strategy consultants?

Paris leads with 238 company records, followed by Bordeaux (25) and Lyon (24).

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 2,706 professional contacts with verified work emails tracked across these 780 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 November 6, 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.