Company lists · Data refreshed September 2026

Top 22 Private client management software companies based in France

RevenueBase identified 48 private client management software companies headquartered in France as of September 2026 and tracks 656 professional contacts across them, including 307 with verified work emails. Paris is the largest hub.

This list covers private client management software companies 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
48Companies
656Contacts tracked
307Verified emails
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The 22 largest private client management software companies based in France

Ranked by team size
Top 22 of 48 private client management software companies 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 private client management software companies: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceParis, FranceHQ checked Sep 29, 2026201-500348 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 29, 2026
2Strong evidenceParis La Défense, FranceHQ checked Sep 29, 202651-20045 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
3Partial evidenceBordeaux, FranceHQ checked Sep 29, 202651-20040 contacts →

Partial evidence

“Wealthcome | The next-generation ecosystem for wealth management professionals Wealthcome develops a comprehensive SaaS solution for digitizing and automating wealth management.”

Source: RevenueBase Database · checked Sep 29, 2026
4Partial evidenceGrenoble, FranceHQ checked Sep 29, 202611-5030 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
5Partial evidenceCognac, FranceHQ checked Sep 29, 20261-1019 contacts →

Partial evidence

“CENTAURE INVESTISSEMENTS** offre une gestion globale et personnalisée du patrimoine privé et professionnel, en s'adaptant aux besoins uniques de chacun de nos clients.”

Source: RevenueBase Database · checked Sep 29, 2026
6Indirect evidenceAix-en-provence, FranceHQ checked Sep 29, 202611-5019 contacts →

Indirect evidence

“Elu Fintech de l’année 2024 et 2025 par le palmarès des fournisseurs Gestion de Fortune Lauréat du Trophée Patrimonia de l’innovation digitale - Audit et Conformité 2023 Parce que…”

Source: RevenueBase Database · checked Sep 29, 2026
7Indirect evidenceLyon, FranceHQ checked Sep 29, 202611-5018 contacts →

Indirect evidence

“Wizio distinguée par l’écosystème patrimonial • Classée 92e fintech française 2026 au sein du classement Fintech 100, et 3e dans la catégorie Process Automation.”

Source: RevenueBase Database · checked Sep 29, 2026
8Strong evidenceParis, FranceHQ checked Sep 29, 202611-5013 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
9Indirect evidenceLyon, FranceHQ checked Sep 29, 20261-108 contacts →

Indirect evidence

“Les environnements économiques, juridiques et fiscaux dans lesquels nous évoluons, imposent d'être créatif, indépendant des modes de pensées, libre de sélectionner ses…”

Source: RevenueBase Database · checked Sep 29, 2026
10Partial evidenceParis, FranceHQ checked Sep 29, 202611-508 contacts →

Partial evidence

“DreamQuark’s efficient, user friendly software solution, Brain, is designed to help Wealth Managers grow smarter.”

Source: RevenueBase Database · checked Sep 29, 2026
11Partial evidenceStrasbourg, FranceHQ checked Sep 29, 202611-508 contacts →

Partial evidence

“Depuis plus de 40 années, Gutenberg Finance réalise une gestion personnalisée et totalement indépendante pour le compte d’une clientèle composée de particuliers, d’entreprises et…”

Source: RevenueBase Database · checked Sep 29, 2026
12Indirect evidenceParis, FranceHQ checked Sep 29, 20261-106 contacts →

Indirect evidence

“Invest'Aide est un cabinet de conseil en gestion de patrimoine indépendant, qui accompagne : • Les cadres (stock-options, retraite, IFI, immobilier patrimonial) • Les dirigeants…”

Source: RevenueBase Database · checked Sep 29, 2026
13Indirect evidenceBiarritz, FranceHQ checked Sep 29, 20261-105 contacts →

Indirect evidence

“Urrutia, cabinet de gestion privée indépendant et innovant, vous accompagne dans la gestion et le développement de votre patrimoine en toute sérénité.”

Source: RevenueBase Database · checked Sep 29, 2026
14Indirect evidenceParis, FranceHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“Capital Explorer – Le logiciel patrimonial nouvelle génération Depuis plus de 25 ans, Capital Explorer (anciennement AMC) accompagne les conseillers en gestion de patrimoine, les…”

Source: RevenueBase Database · checked Sep 29, 2026
15Partial evidenceBéthune, FranceHQ checked Sep 29, 20261-103 contacts →

Partial evidence

“Conseil en gestion de patrimoine pour une clientèle privée (particuliers et entreprises)”

Source: RevenueBase Database · checked Sep 29, 2026
16Indirect evidenceParis, FranceHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
17Strong evidenceHouilles, FranceHQ checked Sep 29, 202611-502 contacts →

Strong evidence

“Since 2014, Salamander-Soft offers IT solutions and services for the asset management industry (asset managers, wealth managers, Family Offices, Private Banks, fund managers…”

Source: RevenueBase Database · checked Sep 29, 2026
18Indirect evidenceParis, FranceHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceMarcq En Baroeul, FranceHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“Déléguez la gestion de votre back-office et du suivi de vos dossiers.”

Source: RevenueBase Database · checked Sep 29, 2026
20Partial evidenceVersailles, FranceHQ checked Sep 29, 20261-101 contacts →

Partial evidence

“MERCURIA PATRIMOINE s’est développée rapidement : après seulement deux années d’indépendance, j’accompagne aujourd’hui une centaine de clients.”

Source: RevenueBase Database · checked Sep 29, 2026
21Indirect evidenceMarseille, FranceHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“Cabinet de gestion de patrimoine”

Source: RevenueBase Database · checked Sep 29, 2026
22Indirect evidenceBlain, FranceHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“Vous offrir un accompagnement patrimonial durable, indispensable pour le suivi et la réussite des stratégies mises en place, dans le seul but d’atteindre VOS objectifs en toute…”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 22 of 48 private client management software companies based in France

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Private client management software companies based in France at a glance

As of Sep 29, 2026
46.8%Verified-email coverage
13.7Average contacts per company
1-10Median size (employees)
35.4%Largest-city concentration · Paris
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
33
11-50
11
51-200
3
201-500
1

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 48 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 private client management software companies, 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 “private client management software companies”. 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 private client management software companies), 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 private client management software companies, 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, 307 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.

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 private client management software companies, 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 private client management software companies are there based in France?

RevenueBase identified 48 private client management software companies 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?

Harvest Groupe, headquartered in Paris, tops this list with the largest team on record.

Which city has the most private client management software companies?

Paris leads with 17 headquartered companies, followed by Grenoble (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 the top results, verified emails and direct dials included. Upgrading unlocks all 307 verified decision-maker contacts tracked across these 48 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.