Company lists · Data refreshed September 2026

Top 25 Retirement planning services based in France

RevenueBase identified 746 retirement planning services headquartered in France as of September 2026 and tracks 9,476 professional contacts across them, including 1,544 with verified work emails. Paris is the largest hub.

This list covers retirement planning services 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 21, 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 21, 2026 86% judged on-target in blind review
746Companies
9,476Contacts tracked
1,544Verified emails
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The 25 largest retirement planning services based in France

Ranked by team size
Top 25 of 746 retirement planning services based in France, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to retirement planning services: 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 evidenceBois-colombes, FranceHQ checked Sep 21, 2026501-1,0002,390 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
2Indirect evidenceLille, FranceHQ checked Sep 21, 2026201-500704 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
3Indirect evidenceParis, FranceHQ checked Sep 21, 202651-200154 contacts →

Indirect evidence

“Comment votre patrimoine peut-il refléter votre parcours de vie tout en préparant votre avenir?”

Source: RevenueBase Database · checked Sep 21, 2026
4Indirect evidenceToulouse, FranceHQ checked Sep 21, 202611-5095 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
5Indirect evidenceBoulogne Billancourt, FranceHQ checked Sep 21, 202611-5086 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 21, 2026
6Indirect evidenceParis, FranceHQ checked Sep 21, 2026n/a73 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 21, 2026
7Indirect evidenceLe Mans, FranceHQ checked Sep 21, 202611-5069 contacts →

Indirect evidence

“QualiRetraite est une société indépendante, créée en 2010, qui réalise des audits retraite à très haute valeur ajoutée pour les chefs d'entreprises, professions libérales…”

Source: RevenueBase Database · checked Sep 21, 2026
8Indirect evidenceDeauville, FranceHQ checked Sep 21, 202611-5069 contacts →

Indirect evidence

“Trop d'épargnants déclarent sans optimiser et placent sans stratégie.”

Source: RevenueBase Database · checked Sep 21, 2026
9Indirect evidenceParis, FranceHQ checked Sep 21, 202651-20048 contacts →

Indirect evidence

“Au Cabinet IGC, nous mettons notre expertise en gestion de patrimoine au service de votre retraite, en vous proposant des solutions d’investissement sur mesure et optimisées.”

Source: RevenueBase Database · checked Sep 21, 2026
10Indirect evidenceParis, FranceHQ checked Sep 21, 202611-5046 contacts →

Indirect evidence

“Maximis, l'avenir se prépare!”

Source: RevenueBase Database · checked Sep 21, 2026
11Indirect evidenceParis, FranceHQ checked Sep 21, 202611-5046 contacts →

Indirect evidence

“Expert de la gestion de patrimoine pour tous.”

Source: RevenueBase Database · checked Sep 21, 2026
12Indirect evidenceParis, FranceHQ checked Sep 21, 202611-5041 contacts →

Indirect evidence

“Permettre à chacun et à chacune de dessiner une fin de carrière qui lui ressemble, dès 55 ans et jusqu’à ses premières années de retraite.”

Source: RevenueBase Database · checked Sep 21, 2026
13Indirect evidenceEcole Valentin, FranceHQ checked Sep 21, 202651-20038 contacts →

Indirect evidence

“Transmission de patrimoine ∙ Préparation à la retraite ∙ Protection de la famille ∙ Enrichissement personnel ∙ Défiscalisation ∙ Immobilier ∙ Crédit immobilier”

Source: RevenueBase Database · checked Sep 21, 2026
14Indirect evidenceParis, FranceHQ checked Sep 21, 202611-5037 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
15Indirect evidenceLyon Cedex 03, FranceHQ checked Sep 21, 202611-5033 contacts →

Indirect evidence

“Présent sur toute la France, avec un réseau d’une dizaine de consultants confirmés et une équipe de spécialistes chevronnés ayant plus de 25 ans d’expérience, NEOVIA est le N°1 du…”

Source: RevenueBase Database · checked Sep 21, 2026
16Indirect evidenceParis, FranceHQ checked Sep 21, 202611-5030 contacts →

Indirect evidence

“Conseil en gestion de patrimoine du particulier.”

Source: RevenueBase Database · checked Sep 21, 2026
17Indirect evidenceToulouse, FranceHQ checked Sep 21, 202611-5030 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
18Indirect evidenceSaint-maur-des-fossés, FranceHQ checked Sep 21, 202651-20030 contacts →

Indirect evidence

“Après de nombreuses années en qualité de conseil en retraite et associé dans un cabinet d'expertise comptable d'envergure nationale et fort de cette expérience unique, j'ai créé…”

Source: RevenueBase Database · checked Sep 21, 2026
19Indirect evidenceToulouse, FranceHQ checked Sep 21, 202611-5025 contacts →

Indirect evidence

“Ouvrez la porte à votre patrimoine!”

Source: RevenueBase Database · checked Sep 21, 2026
20Indirect evidenceMarseille, FranceHQ checked Sep 21, 202611-5024 contacts →

Indirect evidence

“Le cabinet SEFIMA, fondé en 1991, a bâti sa réputation sur son indépendance et sa rigueur.”

Source: RevenueBase Database · checked Sep 21, 2026
21Indirect evidenceParis, FranceHQ checked Sep 21, 20261-1021 contacts →

Indirect evidence

“Le leader de l'accompagnement épargne et retraite des salariés.”

Source: RevenueBase Database · checked Sep 21, 2026
22Indirect evidenceParis, FranceHQ checked Sep 21, 202611-5020 contacts →

Indirect evidence

“Fort d’une expertise de plus de 50 ans, le Groupe Financière de la Seine a acquis la confiance de + de clients répartis entre Paris, Le Havre et Deauville.”

Source: RevenueBase Database · checked Sep 21, 2026
23Indirect evidenceParis, FranceHQ checked Sep 21, 202611-5020 contacts →

Indirect evidence

“Après plusieurs années d'expériences dans le domaine de la finance, mon associé, Romain Leruez, et moi même avons créée une société à notre image : SnL Conseil "l'art de vous…”

Source: RevenueBase Database · checked Sep 21, 2026
24Indirect evidenceSaint-malo, FranceHQ checked Sep 21, 202611-5017 contacts →

Indirect evidence

“Cabinet de Conseil en Gestion de Patrimoine CPI Groupe est un cabinet délivrant des prestations de Conseils afin d'optimiser la situation patrimoniale de nos clients …”

Source: RevenueBase Database · checked Sep 21, 2026
25Indirect evidenceParis, FranceHQ checked Sep 21, 202611-5017 contacts →

Indirect evidence

“Amadeis accompagne les investisseurs institutionnels (fondations, entreprises, assureurs, mutuelles, associations.) et propose une large gamme de services et de solutions…”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 25 of 746 retirement planning services based in France

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Retirement planning services based in France at a glance

As of Sep 21, 2026
16.3%Verified-email coverage
12.7Average contacts per company
1-10Median size (employees)
17.3%Largest-city concentration · Paris
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
665
11-50
60
51-200
12
201-500
2
501-1,000
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 746 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 retirement planning services, 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 “retirement planning services”. 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 retirement planning services), 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 retirement planning services, 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, 1,544 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 21, 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 retirement planning services, 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 retirement planning services are there based in France?

RevenueBase identified 746 retirement planning services 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?

UFF, headquartered in Bois-Colombes, tops this list with the largest team on record.

Which city has the most retirement planning services?

Paris leads with 129 headquartered companies, followed by Lyon (32) and Toulouse (27).

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 1,544 verified decision-maker contacts tracked across these 746 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 21, 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.