Company lists · Data refreshed September 2026

Top 25 Trust administration firms based in France

Name: Trust administration firms based in France
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 142 companies tracked

RevenueBase identified 142 trust administration firms headquartered in France as of September 2026 and tracks 935 professional contacts across them, including 409 with verified work emails. Paris is the largest hub.

This list covers trust administration firms 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 22, 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 22, 2026 86% judged on-target in blind review

142Companies

935Contacts tracked

409Verified emails

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The 25 largest trust administration firms based in France

Ranked by team size

Top 25 of 142 trust administration firms based in France, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to trust administration firms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Cyrus Herez	Indirect evidence	Paris, FranceHQ checked Sep 22, 2026	201-500	378 contacts →
	Indirect evidence “Chez Cyrus Herez, nous portons une ambition claire : réinventer l’accompagnement patrimonial en apportant à nos clients sérénité et liberté, grâce à une vision globale, une…” Source: RevenueBase Database · checked Sep 22, 2026
2	Groupe Sarro	Indirect evidence	Jacou, FranceHQ checked Sep 22, 2026	11-50	28 contacts →
	Indirect evidence “Le Groupe Sarro est un cabinet de gestion de patrimoine, implanté à Montpellier.” Source: RevenueBase Database · checked Sep 22, 2026
3	Haussmann Patrimoine	Indirect evidence	Paris, FranceHQ checked Sep 22, 2026	11-50	21 contacts →
	Indirect evidence “Faire mieux que votre Banque Privée.” Source: RevenueBase Database · checked Sep 22, 2026
4	Haenggi & Associés	Indirect evidence	Mulhouse, FranceHQ checked Sep 22, 2026	11-50	20 contacts →
	Indirect evidence “Private Banking - Gestion de Fortune - Gestion de Patrimoine : devant la multiplicité du nombre d’intervenants (banquiers, assureurs, conseils etc.), devant un environnement…” Source: RevenueBase Database · checked Sep 22, 2026
5	Fluence	Indirect evidence	Paris, FranceHQ checked Sep 22, 2026	11-50	18 contacts →
	Indirect evidence “Fluence rassemble 15 collaborateurs au service d’une quarantaine de familles et propose également ses solutions de gestion et sa plate-forme technologique à plusieurs multi-family…” Source: RevenueBase Database · checked Sep 22, 2026
6	Patrimoine ET Gestion- Groupe Patrimmofi	Indirect evidence	Dijon, FranceHQ checked Sep 22, 2026	11-50	18 contacts →
	Indirect evidence “Créé en 1984, PATRIMOINE & GESTION est un cabinet indépendant spécialisé dans le conseil patrimonial et financier, avec quatre bureaux situés à Dijon, Lyon, Paris et Reims.” Source: RevenueBase Database · checked Sep 22, 2026
7	Millésime Family Office	Indirect evidence	Lyon, FranceHQ checked Sep 22, 2026	11-50	12 contacts →
	Indirect evidence “C'est en donnant et faisant beaucoup pour nos clients et leur famille, que notre relation dure et que nous pouvons suivre et valoriser toutes les évolutions de leur vie." Michel…” Source: RevenueBase Database · checked Sep 22, 2026
8	Massalia Finance	Indirect evidence	Marseille, FranceHQ checked Sep 22, 2026	1-10	11 contacts →
	Indirect evidence “RESPECTER LE PASSE, GERER LE PRESENT ET PREPARER L’AVENIR Massalia Finance a été créé en nous conseillons près de 800 familles.” Source: RevenueBase Database · checked Sep 22, 2026
9	Magister Patrimoine	Indirect evidence	Toulouse, FranceHQ checked Sep 22, 2026	11-50	11 contacts →
	Indirect evidence “Magister Patrimoine is an investment management company based out of Toulouse, France.” Source: RevenueBase Database · checked Sep 22, 2026
10	CV Finance	Indirect evidence	Voiron, FranceHQ checked Sep 22, 2026	1-10	11 contacts →
	Indirect evidence “CV FINANCE, accompagne depuis plus de 25 ans 1 620 familles, commerçants, artisans, chefs d’entreprises dans la construction, le développement, la protection, la gestion et la…” Source: RevenueBase Database · checked Sep 22, 2026
11	Bensaid Avocats	Indirect evidence	Paris, FranceHQ checked Sep 22, 2026	1-10	10 contacts →
	Indirect evidence “BENSAID Avocats assiste des particuliers ou familles disposant d’un patrimoine important (VHNWI et UHNWI) en conseil comme en contentieux.” Source: RevenueBase Database · checked Sep 22, 2026
12	Ennoïa Patrimoine	Indirect evidence	Les Essarts-en-bocage, FranceHQ checked Sep 22, 2026	1-10	9 contacts →
	Indirect evidence “Nous accompagnons nos clients dans la construction, la gestion et la transmission de leur patrimoine.” Source: RevenueBase Database · checked Sep 22, 2026
13	Heol Patrimoine	Indirect evidence	Saint-brieuc, FranceHQ checked Sep 22, 2026	1-10	8 contacts →
	Indirect evidence “Repris en Avril 2021 François Daoud, Lanoé Patrimoine devient en Avril 2022 Heol Patrimoine.” Source: RevenueBase Database · checked Sep 22, 2026
14	Gutenberg Finance	Indirect evidence	Strasbourg, FranceHQ checked Sep 22, 2026	11-50	8 contacts →
	Indirect 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 22, 2026
15	Opera Wealth Management	Indirect evidence	Paris, FranceHQ checked Sep 22, 2026	1-10	8 contacts →
	Indirect evidence “Opera est le véritable chef d’orchestre de votre patrimoine.” Source: RevenueBase Database · checked Sep 22, 2026
16	Dlcp Gestion DE Patrimoine	Indirect evidence	Lyon, FranceHQ checked Sep 22, 2026	1-10	7 contacts →
	Indirect evidence “Nous accompagnons les particuliers et professionnels dans tous les domaines liés aux placements financiers et la gestion de patrimoine.” Source: RevenueBase Database · checked Sep 22, 2026
17	Consultance Patrimoine	Indirect evidence	Lyon, FranceHQ checked Sep 22, 2026	1-10	7 contacts →
	Indirect evidence “Créé en 2010 par Amandine AVRILLON et Sandrine VIVIER-SEURRE, CONSULTANCE PATRIMOINE est spécialisé dans la gestion de patrimoine pour les particuliers et les entreprises.” Source: RevenueBase Database · checked Sep 22, 2026
18	Patrimonial Conseil	Indirect evidence	Vannes, FranceHQ checked Sep 22, 2026	11-50	7 contacts →
	Indirect evidence “Patrimonial Conseil est un cabinet de gestion de patrimoine fondé en 2010 par Ghislain BOULARD.” Source: RevenueBase Database · checked Sep 22, 2026
19	Optifinance	Indirect evidence	St Fargeau Ponthierry, FranceHQ checked Sep 22, 2026	1-10	7 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026
20	Links Capital Management	Indirect evidence	Paris, FranceHQ checked Sep 22, 2026	1-10	7 contacts →
	Indirect evidence “Depuis 2007, Links Capital est un family office indépendant basé à Paris, dédié à accompagner chefs d’entreprise, dirigeants, professions libérales et familles dans la…” Source: RevenueBase Database · checked Sep 22, 2026
21	Herencia	Indirect evidence	Gond-pontouvre, FranceHQ checked Sep 22, 2026	11-50	7 contacts →
	Indirect evidence “Nous gérons votre patrimoine privé et professionnel” Source: RevenueBase Database · checked Sep 22, 2026
22	Arum Gestion Privée	Indirect evidence	Paris, FranceHQ checked Sep 22, 2026	1-10	7 contacts →
	Indirect evidence “ARUM Gestion Privée, c’est une famille qui s’occupe de vous et de l’organisation de votre patrimoine, qui vous garantit la stabilité d’une relation de confiance et qui vous…” Source: RevenueBase Database · checked Sep 22, 2026
23	Action Patrimoine Conseil	Indirect evidence	Issy Les Moulineaux, FranceHQ checked Sep 22, 2026	1-10	6 contacts →
	Indirect evidence “Action Patrimoine Conseil est un cabinet de gestion de patrimoine indépendant, créé en 2002 par son gérant Pascal Blamoutier, disposant d’une expérience de la gestion privée…” Source: RevenueBase Database · checked Sep 22, 2026
24	Statère Finance	Indirect evidence	Ondres, FranceHQ checked Sep 22, 2026	1-10	5 contacts →
	Indirect evidence “Statère Finance est un acteur indépendant de la gestion de patrimoine, offrant un rapprochement des meilleurs savoir-faire en matière d’organisation patrimoniale globale.” Source: RevenueBase Database · checked Sep 22, 2026
25	Thémélyo	Indirect evidence	Toulouse, FranceHQ checked Sep 22, 2026	1-10	5 contacts →
	Indirect evidence “Thémélyo est un cabinet indépendant de conseils et gestion de patrimoine, fondé sur une approche transversale et sur des compétences complémentaires.” Source: RevenueBase Database · checked Sep 22, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: trust administration firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names trust administration firms.
Partial evidence: Its own public description names part of trust administration firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name trust administration firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 142 trust administration firms based in France

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Trust administration firms based in France at a glance

As of Sep 22, 2026

43.7%Verified-email coverage

6.6Average contacts per company

1-10Median size (employees)

25.4%Largest-city concentration · Paris

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

123

11-50

201-500

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 142 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 trust administration firms, 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 “trust administration firms”. 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 trust administration firms), 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 trust administration firms, 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, 409 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 22, 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.

Trust administration firms by metro

Trust administration firms in Paris36

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 trust administration firms, 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 trust administration firms are there based in France?

RevenueBase identified 142 trust administration firms 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?

Cyrus Herez, headquartered in France, tops this list with the largest team on record.

Which city has the most trust administration firms?

Paris leads with 36 headquartered companies, followed by Lyon (10) and Toulouse (6).

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 409 verified decision-maker contacts tracked across these 142 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 22, 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.