Company lists · Data refreshed September 2026
Top 20 Senior financial planning firms based in Toulouse, France
RevenueBase identified 47 company matches for senior financial planning firms associated with Toulouse, France as of September 2026 and tracks 314 professional contacts across them, including 101 with verified work emails. Across France, Paris is the largest hub for this category (263 companies); Toulouse has 47.
This list covers company matches for senior financial planning firms associated with Toulouse, 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 22, 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 20 largest senior financial planning firms based in Toulouse, France
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 95 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 2 | 30 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 3 | 25 contacts → | ||||
Exact match “Ouvrez la porte à votre patrimoine!” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 4 | 11 contacts → | ||||
Exact match “Magister Patrimoine is an investment management company based out of Toulouse, France.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 5 | 11 contacts → | ||||
Exact match “Le Cabinet Expert-Invest vous accompagne dans l'optimisation de stratégies juridiques, fiscales et financières liées à la gestion de votre patrimoine privé et/ou professionnel.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 6 | 9 contacts → | ||||
Exact match “Cabinet de gestion de patrimoine indépendant.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 7 | 8 contacts → | ||||
Exact match “EGD Finance, société par actions simplifiée, est un cabinet de conseil en GESTION DE PATRIMOINE qui existe depuis 30 ans.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 8 | 8 contacts → | ||||
Exact match “Spécialisé en gestion de patrimoine avec une qualité de courtier en assurance, le groupe Casoxia Conseil a été crée en 2014 à Paris.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 9 | 6 contacts → | ||||
Exact match “Garonne Patrimoine est un cabinet indépendant de conseil en gestion de patrimoine, basé à Toulouse et Bordeaux.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 10 | 6 contacts → | ||||
Exact match “VS CONSEILS est un cabinet de Conseil en Gestion de Patrimoine indépendant, fondé en 2007 par Loïc SOUVIGNET et Xavier VIRICEL.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 11 | 5 contacts → | ||||
Exact match “Thémélyo est un cabinet indépendant de conseils et gestion de patrimoine, fondé sur une approche transversale et sur des compétences complémentaires.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 12 | 3 contacts → | ||||
Exact match “VALYTIS CONSEIL exerce, depuis 1998, l’activité de Conseil en Gestion de Patrimoine.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “Bienvenue sur la page de Financière de Rochilly, votre partenaire de confiance en matière de conseil en stratégie patrimoniale.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “Le cabinet 3P Conseils spécialisé en gestion du patrimoine vous accompagne dans la création, le développement, la gestion et la transmission de votre patrimoine.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “Cabinet de conseil en Gestion de Patrimoine, investissements immobiliers et financiers.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “Le cabinet Jaeck Patrimoine, basé à Toulouse, est spécialisé dans la gestion de patrimoine.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “De nombreuses personnes pensent qu’avoir un Conseiller en Gestion de Patrimoine est réservé à quelques privilégiés assujettis à l'IFI et que leur Patrimoine est trop modeste pour…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “Expertise comptable / Management / Audit / Patrimoine” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “Constantiam est né d’une volonté commune de mettre à disposition de ses clients une expertise pointue dans le domaine de la gestion de patrimoine.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “Chez MD Patrimoine Conseils, nous avons une mission claire : offrir des solutions concrètes pour vous aider à gérer votre patrimoine financier et fiscal avec succès.” Recorded in the RevenueBase company graph · Sep 22, 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 “senior financial planning 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 20 of 47 senior financial planning firms based in Toulouse, France
See the full list, filter by size, metro and specialty, and access 101 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Senior financial planning firms based in Toulouse, France at a glance
As of Sep 22, 2026Companies by employee count
Email recency for this list is measured across the whole France list rather than for Toulouse, so it is reported there. Company counts and contact totals on this page are exact for Toulouse, over 47 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 Toulouse, France whose business descriptions match “senior financial planning 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 101 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 22, 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.
Senior financial planning firms by metro in France
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 “senior financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many senior financial planning firms are there based in Toulouse, France?
RevenueBase identified 47 company matches for senior financial planning firms associated with Toulouse, 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?
ICA Patrimoine tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in France has the most senior financial planning firms?
Paris leads France with 263 company records, followed by Lyon (58) and Toulouse (47).
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 101 professional contacts with verified work emails tracked across these 47 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 22, 2026.
Ready to reach these companies? Verified emails and direct dials for all 47 senior financial planning firms based in Toulouse, France. Start with a free account, no credit card.
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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.
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Company intelligence · public preview
Top 20 senior financial planning firms based in Toulouse, France
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 47 matching company records for senior financial planning firms based in Toulouse, France, with 314 tracked contacts and 101 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 22, 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 20 senior financial planning firms based in Toulouse, 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 |  ICA Patrimoineicapatrimoine.frHQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 95 contacts → |
“En quelques années, ICA Patrimoine, groupe Toulousain implanté au niveau national est devenu une référence incontournable de la création de patrimoine.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Patrimum Groupepatrimum.frHQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 30 contacts → |
“Patrimum Groupe, c'est aujourd'hui plus de 300 clients, pour un encours supérieur à 100 M€.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Bonjour Patrimoinebonjourpatrimoine.frHQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 25 contacts → |
“Ouvrez la porte à votre patrimoine!” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Magister Patrimoinemagisterpatrimoine.frHQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 11 contacts → |
“Magister Patrimoine is an investment management company based out of Toulouse, France.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Expert-Investexpert-invest.frHQ: Toulouse, FranceReported employees: 1-10 | Toulouse, France | 1-10 | Exact match | 11 contacts → |
“Le Cabinet Expert-Invest vous accompagne dans l'optimisation de stratégies juridiques, fiscales et financières liées à la gestion de votre patrimoine privé et/ou professionnel.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Altius Patrimoinealtius-patrimoine.frHQ: Toulouse, FranceReported employees: 1-10 | Toulouse, France | 1-10 | Exact match | 9 contacts → |
“Cabinet de gestion de patrimoine indépendant.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  EGD Financeegdfinance.comHQ: Toulouse, FranceReported employees: 1-10 | Toulouse, France | 1-10 | Exact match | 8 contacts → |
“EGD Finance, société par actions simplifiée, est un cabinet de conseil en GESTION DE PATRIMOINE qui existe depuis 30 ans.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Casoxia Conseilcasoxia.frHQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 8 contacts → |
“Spécialisé en gestion de patrimoine avec une qualité de courtier en assurance, le groupe Casoxia Conseil a été crée en 2014 à Paris.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Garonne Patrimoinegaronne-patrimoine.comHQ: Toulouse, FranceReported employees: 1-10 | Toulouse, France | 1-10 | Exact match | 6 contacts → |
“Garonne Patrimoine est un cabinet indépendant de conseil en gestion de patrimoine, basé à Toulouse et Bordeaux.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  VS Conseilsvs-conseils.comHQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 6 contacts → |
“VS CONSEILS est un cabinet de Conseil en Gestion de Patrimoine indépendant, fondé en 2007 par Loïc SOUVIGNET et Xavier VIRICEL.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Thémélyothemelyo.frHQ: Toulouse, FranceReported employees: 1-10 | Toulouse, France | 1-10 | Exact match | 5 contacts → |
“Thémélyo est un cabinet indépendant de conseils et gestion de patrimoine, fondé sur une approche transversale et sur des compétences complémentaires.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Valytis Conseilvalytis.frHQ: Toulouse, FranceReported employees: 1-10 | Toulouse, France | 1-10 | Exact match | 3 contacts → |
“VALYTIS CONSEIL exerce, depuis 1998, l’activité de Conseil en Gestion de Patrimoine.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Financière DE Rochillyfinancierederochilly.frHQ: Toulouse, FranceReported employees: 1-10 | Toulouse, France | 1-10 | Exact match | 3 contacts → |
“Bienvenue sur la page de Financière de Rochilly, votre partenaire de confiance en matière de conseil en stratégie patrimoniale.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  3p Conseils3p-conseils.comHQ: Toulouse, FranceReported employees: 1-10 | Toulouse, France | 1-10 | Exact match | 3 contacts → |
“Le cabinet 3P Conseils spécialisé en gestion du patrimoine vous accompagne dans la création, le développement, la gestion et la transmission de votre patrimoine.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Cabinet FW Patrimoinefwpatrimoine.comHQ: Toulouse, FranceReported employees: 1-10 | Toulouse, France | 1-10 | Exact match | 2 contacts → |
“Cabinet de conseil en Gestion de Patrimoine, investissements immobiliers et financiers.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Jaeck Patrimoine Mahr & Associés Toulousejaeckpatrimoine.comHQ: Toulouse, FranceReported employees: 1-10 | Toulouse, France | 1-10 | Exact match | 2 contacts → |
“Le cabinet Jaeck Patrimoine, basé à Toulouse, est spécialisé dans la gestion de patrimoine.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  A. Yassonowski Gestion DE Patrimoineyassonowski.comHQ: Toulouse, FranceReported employees: 1-10 | Toulouse, France | 1-10 | Exact match | 2 contacts → |
“De nombreuses personnes pensent qu’avoir un Conseiller en Gestion de Patrimoine est réservé à quelques privilégiés assujettis à l'IFI et que leur Patrimoine est trop modeste pour…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Emap 8 Capexgroupe-emap.frHQ: Toulouse, FranceReported employees: 1-10 | Toulouse, France | 1-10 | Exact match | 1 contacts → |
“Expertise comptable / Management / Audit / Patrimoine” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Constantiamconstantiam.frHQ: Toulouse, FranceReported employees: 1-10 | Toulouse, France | 1-10 | Exact match | 1 contacts → |
“Constantiam est né d’une volonté commune de mettre à disposition de ses clients une expertise pointue dans le domaine de la gestion de patrimoine.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  MD Patrimoinemdpatrimoineconseils.comHQ: Toulouse, FranceReported employees: 1-10 | Toulouse, France | 1-10 | Exact match | 1 contacts → |
“Chez MD Patrimoine Conseils, nous avons une mission claire : offrir des solutions concrètes pour vous aider à gérer votre patrimoine financier et fiscal avec succès.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 47 company matches
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Senior financial planning firms: dataset insights
September 22, 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
47 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 Toulouse, so it is reported there. Company counts and contact totals on this page are exact for Toulouse, over 47 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 22, 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 ↗
Senior financial planning firms by metro in France
Questions about this company list
What does Exact match mean for senior financial planning 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 senior financial planning firms did RevenueBase find based in Toulouse, France?
The saved snapshot records 47 matching company records, 314 tracked contacts and 101 verified emails. The public preview displays 20 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 22, 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.
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Cite this list
RevenueBase Data Team. Top 20 senior financial planning firms based in Toulouse, France. Snapshot: September 22, 2026. https://revenuebase.ai/companies/senior-financial-planning-firms/france/toulouse.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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Company intelligence · public preview
Top 20 senior financial planning firms based in Toulouse, France
RevenueBase records 47 matching company records for senior financial planning firms based in Toulouse, France, with 314 tracked contacts and 101 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 22, 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 20 senior financial planning firms based in Toulouse, 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 | ICA Patrimoineicapatrimoine.fr HQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 95 contacts → |
“En quelques années, ICA Patrimoine, groupe Toulousain implanté au niveau national est devenu une référence incontournable de la création de patrimoine.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Patrimum Groupepatrimum.fr HQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 30 contacts → |
“Patrimum Groupe, c'est aujourd'hui plus de 300 clients, pour un encours supérieur à 100 M€.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Bonjour Patrimoinebonjourpatrimoine.fr HQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 25 contacts → |
“Ouvrez la porte à votre patrimoine!” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Magister Patrimoinemagisterpatrimoine.fr HQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 11 contacts → |
“Magister Patrimoine is an investment management company based out of Toulouse, France.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Expert-Investexpert-invest.fr HQ: Toulouse, FranceReported employees: 1-10 | Toulouse, France | 1-10 | Exact match | 11 contacts → |
“Le Cabinet Expert-Invest vous accompagne dans l'optimisation de stratégies juridiques, fiscales et financières liées à la gestion de votre patrimoine privé et/ou professionnel.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Altius Patrimoinealtius-patrimoine.fr HQ: Toulouse, FranceReported employees: 1-10 | Toulouse, France | 1-10 | Exact match | 9 contacts → |
“Cabinet de gestion de patrimoine indépendant.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | EGD Financeegdfinance.com HQ: Toulouse, FranceReported employees: 1-10 | Toulouse, France | 1-10 | Exact match | 8 contacts → |
“EGD Finance, société par actions simplifiée, est un cabinet de conseil en GESTION DE PATRIMOINE qui existe depuis 30 ans.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Casoxia Conseilcasoxia.fr HQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 8 contacts → |
“Spécialisé en gestion de patrimoine avec une qualité de courtier en assurance, le groupe Casoxia Conseil a été crée en 2014 à Paris.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Garonne Patrimoinegaronne-patrimoine.com HQ: Toulouse, FranceReported employees: 1-10 | Toulouse, France | 1-10 | Exact match | 6 contacts → |
“Garonne Patrimoine est un cabinet indépendant de conseil en gestion de patrimoine, basé à Toulouse et Bordeaux.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | VS Conseilsvs-conseils.com HQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 6 contacts → |
“VS CONSEILS est un cabinet de Conseil en Gestion de Patrimoine indépendant, fondé en 2007 par Loïc SOUVIGNET et Xavier VIRICEL.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Thémélyothemelyo.fr HQ: Toulouse, FranceReported employees: 1-10 | Toulouse, France | 1-10 | Exact match | 5 contacts → |
“Thémélyo est un cabinet indépendant de conseils et gestion de patrimoine, fondé sur une approche transversale et sur des compétences complémentaires.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Valytis Conseilvalytis.fr HQ: Toulouse, FranceReported employees: 1-10 | Toulouse, France | 1-10 | Exact match | 3 contacts → |
“VALYTIS CONSEIL exerce, depuis 1998, l’activité de Conseil en Gestion de Patrimoine.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Financière DE Rochillyfinancierederochilly.fr HQ: Toulouse, FranceReported employees: 1-10 | Toulouse, France | 1-10 | Exact match | 3 contacts → |
“Bienvenue sur la page de Financière de Rochilly, votre partenaire de confiance en matière de conseil en stratégie patrimoniale.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | 3p Conseils3p-conseils.com HQ: Toulouse, FranceReported employees: 1-10 | Toulouse, France | 1-10 | Exact match | 3 contacts → |
“Le cabinet 3P Conseils spécialisé en gestion du patrimoine vous accompagne dans la création, le développement, la gestion et la transmission de votre patrimoine.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Cabinet FW Patrimoinefwpatrimoine.com HQ: Toulouse, FranceReported employees: 1-10 | Toulouse, France | 1-10 | Exact match | 2 contacts → |
“Cabinet de conseil en Gestion de Patrimoine, investissements immobiliers et financiers.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Jaeck Patrimoine Mahr & Associés Toulousejaeckpatrimoine.com HQ: Toulouse, FranceReported employees: 1-10 | Toulouse, France | 1-10 | Exact match | 2 contacts → |
“Le cabinet Jaeck Patrimoine, basé à Toulouse, est spécialisé dans la gestion de patrimoine.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | A. Yassonowski Gestion DE Patrimoineyassonowski.com HQ: Toulouse, FranceReported employees: 1-10 | Toulouse, France | 1-10 | Exact match | 2 contacts → |
“De nombreuses personnes pensent qu’avoir un Conseiller en Gestion de Patrimoine est réservé à quelques privilégiés assujettis à l'IFI et que leur Patrimoine est trop modeste pour…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Emap 8 Capexgroupe-emap.fr HQ: Toulouse, FranceReported employees: 1-10 | Toulouse, France | 1-10 | Exact match | 1 contacts → |
“Expertise comptable / Management / Audit / Patrimoine” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Constantiamconstantiam.fr HQ: Toulouse, FranceReported employees: 1-10 | Toulouse, France | 1-10 | Exact match | 1 contacts → |
“Constantiam est né d’une volonté commune de mettre à disposition de ses clients une expertise pointue dans le domaine de la gestion de patrimoine.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | MD Patrimoinemdpatrimoineconseils.com HQ: Toulouse, FranceReported employees: 1-10 | Toulouse, France | 1-10 | Exact match | 1 contacts → |
“Chez MD Patrimoine Conseils, nous avons une mission claire : offrir des solutions concrètes pour vous aider à gérer votre patrimoine financier et fiscal avec succès.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Senior financial planning firms: dataset insights
September 22, 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
47 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 Toulouse, so it is reported there. Company counts and contact totals on this page are exact for Toulouse, over 47 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 22, 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 ↗
Senior financial planning firms by metro in France
Questions about this company list
What does Exact match mean for senior financial planning 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 senior financial planning firms did RevenueBase find based in Toulouse, France?
The saved snapshot records 47 matching company records, 314 tracked contacts and 101 verified emails. The public preview displays 20 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 22, 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.
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Cite this list
RevenueBase Data Team. Top 20 senior financial planning firms based in Toulouse, France. Snapshot: September 22, 2026. https://revenuebase.ai/companies/senior-financial-planning-firms/france/toulouse.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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