Company lists · Data refreshed November 2026
Top 24 Wealth advisors based in Paris, France
RevenueBase identified 811 company matches for wealth advisors associated with Paris, France as of November 2026 and tracks 27,024 professional contacts across them, including 7,139 with verified work emails. Across France, Paris is the largest hub for this category.
This list covers company matches for wealth advisors associated with Paris, 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.
The 24 largest wealth advisors based in Paris, France
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,265 contacts → | ||||
Exact match “Indosuez Wealth Management is the global wealth management brand of Crédit Agricole Group, ranked 9th largest bank in the world based on balance sheet (The Banker 2024).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 591 contacts → | ||||
Exact match “Louvre Banque Privée, créée en 1963 et filiale de La Banque Postale, propose une offre globale à destination d’une clientèle patrimoniale de familles, chef d’entreprises…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 442 contacts → | ||||
Exact match “Laplace, une marque du groupe Crystal, référence du conseil en gestion privée depuis plus de 30 ans.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 205 contacts → | ||||
Exact match “Créé en 1988, le groupe UNOFI (Union notariale financière) a pour vocation d’accompagner le notaire dans sa pratique du conseil patrimonial.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 193 contacts → | ||||
Exact match “Acteur historique des marchés financiers, Portzamparc présente une expérience de plus de 150 ans des métiers de la Bourse.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 168 contacts → | ||||
Exact match “Comment votre patrimoine peut-il refléter votre parcours de vie tout en préparant votre avenir?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 157 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 122 contacts → | ||||
Exact match “Valoria Capital est un des acteurs les plus dynamiques dans le secteur de la gestion de patrimoine et de fortune en France.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 82 contacts → | ||||
Exact match “Nous construisons une nouvelle gestion privée.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 76 contacts → | ||||
Exact match “INTENCIAL Patrimoine est la plateforme du Groupe APICIL dédiée aux conseillers en gestion de patrimoine et à leurs clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 72 contacts → | ||||
Exact match “Les équipes de Jeausserand Audouard accompagnent les entrepreneurs, dirigeants, investisseurs et personnes fortunées lors d’opérations complexes et stratégiques, en matière…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 68 contacts → | ||||
Exact match “ADVISO PARTNERS est une société de conseil financier indépendante spécialisée dans les opérations de fusion-acquisition, levée de fonds et ingénierie financière, dédiée au segment…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 64 contacts → | ||||
Exact match “Élu meilleur cabinet de gestion de patrimoine par les professionnels en 2025.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 64 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 | |||||
| 15 | 62 contacts → | ||||
Exact match “Gestion de patrimoine • Bilan Patrimonial • Analyse • Prescription patrimoniale Financement • Accompagnement • Conseil Gestion privée • Vie” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 59 contacts → | ||||
Exact match “Founded in 2005, Largillière Finance is an advisory firm with offices in Paris, Lyon, Nantes, Brussels and Geneva.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 57 contacts → | ||||
Exact match “Blanche Capital accompagne et conseille les dirigeants de TPE et PME dans leurs opérations de haut de bilan : cession, acquisition, rapprochement et levée de fonds.> Notre…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 57 contacts → | ||||
Exact match “Chez RHETORES, notre mission est claire : sécuriser le patrimoine de nos clients, à court et long terme, tout en les accompagnant sur le chemin de l’indépendance financière.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 54 contacts → | ||||
Exact match “Créée en 1989 par l’agent de change Gilbert André GOIRAND, la FINANCIÈRE D’UZÈS est une entreprise d’investissement dont l’histoire remonte par cheminement à la création de la…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 53 contacts → | ||||
Exact match “La CNCGP, Chambre Nationale des Conseils en Gestion de Patrimoine, est l'association représentative de cette profession.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 51 contacts → | ||||
Exact match “Chez MIRARI Wealth Management, nous rendons la gestion privée accessible à tous et proposons une stratégie personnalisée à nos clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 49 contacts → | ||||
Exact match “Fondée en 2017, iVESTA Family Office est un des leaders des multi family offices et s’est imposé comme le family office incontournable des entrepreneurs première génération.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 49 contacts → | ||||
Exact match “Depuis 2003, Pax Corporate Finance accompagne sociétés et actionnaires dans leurs opérations de haut de bilan : LBO, cession, acquisitions, financement et refinancement.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 49 contacts → | ||||
Exact match “Nalo, des plans pour votre argent.” Recorded in the RevenueBase company graph · Nov 6, 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 “wealth advisors”. 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 24 of 811 wealth advisors based in Paris, France
See the full list, filter by size, metro and specialty, and access 7,139 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Wealth advisors based in Paris, France at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured across the whole France list rather than for Paris, so it is reported there. Company counts and contact totals on this page are exact for Paris, over 811 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 Paris, France whose business descriptions match “wealth advisors” 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 7,139 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.
Wealth advisors 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 “wealth advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth advisors are there based in Paris, France?
RevenueBase identified 811 company matches for wealth advisors associated with Paris, 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?
Indosuez Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in France has the most wealth advisors?
Paris leads France with 811 company records, followed by Lyon (128) and Toulouse (95).
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 7,139 professional contacts with verified work emails tracked across these 811 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.
Ready to reach these companies? Verified emails and direct dials for all 811 wealth advisors based in Paris, France. Start with a free account, no credit card.
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Wealth advisors by geography
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- Wealth advisors based in Australia
- Wealth advisors based in France
- Wealth advisors based in Canada
- Wealth advisors based in Brazil
- Wealth advisors based in Germany
- Wealth advisors based in Switzerland
- Wealth advisors based in the Netherlands
- Wealth advisors based in South Africa
- Wealth advisors based in Mexico
- Wealth advisors based in Spain
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.
More company lists
Company intelligence · public preview
Top 24 wealth advisors based in Paris, France
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 811 matching company records for wealth advisors based in Paris, France, with 27,024 tracked contacts and 7,139 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 24 wealth advisors based in Paris, 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 |  Indosuez Wealth Managementca-indosuez.comHQ: Paris, FranceReported employees: 1,001-5,000 | Paris, France | 1,001-5,000 | Exact match | 2,265 contacts → |
“Indosuez Wealth Management is the global wealth management brand of Crédit Agricole Group, ranked 9th largest bank in the world based on balance sheet (The Banker 2024).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Louvre Banque Privéelouvrebanqueprivee.frHQ: Paris, FranceReported employees: 501-1,000 | Paris, France | 501-1,000 | Exact match | 591 contacts → |
“Louvre Banque Privée, créée en 1963 et filiale de La Banque Postale, propose une offre globale à destination d’une clientèle patrimoniale de familles, chef d’entreprises…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Laplacelaplace-groupe.comHQ: Paris, FranceReported employees: 501-1,000 | Paris, France | 501-1,000 | Exact match | 442 contacts → |
“Laplace, une marque du groupe Crystal, référence du conseil en gestion privée depuis plus de 30 ans.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  UNOFIunofi.frHQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 205 contacts → |
“Créé en 1988, le groupe UNOFI (Union notariale financière) a pour vocation d’accompagner le notaire dans sa pratique du conseil patrimonial.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Portzamparc Groupe BNP Paribasportzamparc.bnpparibasHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 193 contacts → |
“Acteur historique des marchés financiers, Portzamparc présente une expérience de plus de 150 ans des métiers de la Bourse.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  L&a Financela-finance.frHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 168 contacts → |
“Comment votre patrimoine peut-il refléter votre parcours de vie tout en préparant votre avenir?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Natixis Asset Managementostrum.comHQ: Paris, FranceReported employees: 501-1,000 | Paris, France | 501-1,000 | Exact match | 157 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 8 |  Valoria Capitalvaloriacapital.frHQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 122 contacts → |
“Valoria Capital est un des acteurs les plus dynamiques dans le secteur de la gestion de patrimoine et de fortune en France.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Rockfirockfi.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 82 contacts → |
“Nous construisons une nouvelle gestion privée.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Intencial Patrimoineintencial.frHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 76 contacts → |
“INTENCIAL Patrimoine est la plateforme du Groupe APICIL dédiée aux conseillers en gestion de patrimoine et à leurs clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Jeausserand Audouardjeausserand-audouard.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 72 contacts → |
“Les équipes de Jeausserand Audouard accompagnent les entrepreneurs, dirigeants, investisseurs et personnes fortunées lors d’opérations complexes et stratégiques, en matière…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Adviso Partnersadvisopartners.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 68 contacts → |
“ADVISO PARTNERS est une société de conseil financier indépendante spécialisée dans les opérations de fusion-acquisition, levée de fonds et ingénierie financière, dédiée au segment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Cheval Blanc Patrimoinechevalblanc-patrimoine.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 64 contacts → |
“Élu meilleur cabinet de gestion de patrimoine par les professionnels en 2025.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Ramifyramify.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 64 contacts → |
“Ramify réinvente la gestion de patrimoine en offrant aux particuliers l'accès à des solutions dignes des plus grandes banques privées.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Optélios Groupeoptelios-groupe.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 62 contacts → |
“Gestion de patrimoine • Bilan Patrimonial • Analyse • Prescription patrimoniale Financement • Accompagnement • Conseil Gestion privée • Vie” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Largilliere Financelargilliere-finance.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 59 contacts → |
“Founded in 2005, Largillière Finance is an advisory firm with offices in Paris, Lyon, Nantes, Brussels and Geneva.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Blanche Capitalblanche-capital.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 57 contacts → |
“Blanche Capital accompagne et conseille les dirigeants de TPE et PME dans leurs opérations de haut de bilan : cession, acquisition, rapprochement et levée de fonds.> Notre…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Rhetores Financerhetores.frHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 57 contacts → |
“Chez RHETORES, notre mission est claire : sécuriser le patrimoine de nos clients, à court et long terme, tout en les accompagnant sur le chemin de l’indépendance financière.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Financière D'uzèsfinuzes.frHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 54 contacts → |
“Créée en 1989 par l’agent de change Gilbert André GOIRAND, la FINANCIÈRE D’UZÈS est une entreprise d’investissement dont l’histoire remonte par cheminement à la création de la…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  CNCGPcncgp.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 53 contacts → |
“La CNCGP, Chambre Nationale des Conseils en Gestion de Patrimoine, est l'association représentative de cette profession.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Mirari Wealth Managementmirari-wm.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 51 contacts → |
“Chez MIRARI Wealth Management, nous rendons la gestion privée accessible à tous et proposons une stratégie personnalisée à nos clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Ivesta Family Officeivesta-fo.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 49 contacts → |
“Fondée en 2017, iVESTA Family Office est un des leaders des multi family offices et s’est imposé comme le family office incontournable des entrepreneurs première génération.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  PAX Corporate Financepax.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 49 contacts → |
“Depuis 2003, Pax Corporate Finance accompagne sociétés et actionnaires dans leurs opérations de haut de bilan : LBO, cession, acquisitions, financement et refinancement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  NALOnalo.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 49 contacts → |
“Nalo, des plans pour votre argent.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 811 company matches
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Wealth advisors: dataset insights
November 6, 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
804 records in the displayed employee bands.
7 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 Paris, so it is reported there. Company counts and contact totals on this page are exact for Paris, over 811 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: November 6, 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 ↗
Wealth advisors by metro in France
Questions about this company list
What does Exact match mean for wealth advisors?
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 wealth advisors did RevenueBase find based in Paris, France?
The saved snapshot records 811 matching company records, 27,024 tracked contacts and 7,139 verified emails. The public preview displays 24 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: November 6, 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.
Related lists
Wealth advisors by geography
- Wealth advisors based in the United States
- Wealth advisors based in the United Kingdom
- Wealth advisors based in Australia
- Wealth advisors based in France
- Wealth advisors based in Canada
- Wealth advisors based in Brazil
- Wealth advisors based in Germany
- Wealth advisors based in Switzerland
- Wealth advisors based in the Netherlands
- Wealth advisors based in South Africa
- Wealth advisors based in Mexico
- Wealth advisors based in Spain
Cite this list
RevenueBase Data Team. Top 24 wealth advisors based in Paris, France. Snapshot: November 6, 2026. https://revenuebase.ai/companies/wealth-advisors/france/paris.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 24 wealth advisors based in Paris, France
RevenueBase records 811 matching company records for wealth advisors based in Paris, France, with 27,024 tracked contacts and 7,139 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 24 wealth advisors based in Paris, 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 | Indosuez Wealth Managementca-indosuez.com HQ: Paris, FranceReported employees: 1,001-5,000 | Paris, France | 1,001-5,000 | Exact match | 2,265 contacts → |
“Indosuez Wealth Management is the global wealth management brand of Crédit Agricole Group, ranked 9th largest bank in the world based on balance sheet (The Banker 2024).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Louvre Banque Privéelouvrebanqueprivee.fr HQ: Paris, FranceReported employees: 501-1,000 | Paris, France | 501-1,000 | Exact match | 591 contacts → |
“Louvre Banque Privée, créée en 1963 et filiale de La Banque Postale, propose une offre globale à destination d’une clientèle patrimoniale de familles, chef d’entreprises…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Laplacelaplace-groupe.com HQ: Paris, FranceReported employees: 501-1,000 | Paris, France | 501-1,000 | Exact match | 442 contacts → |
“Laplace, une marque du groupe Crystal, référence du conseil en gestion privée depuis plus de 30 ans.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | UNOFIunofi.fr HQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 205 contacts → |
“Créé en 1988, le groupe UNOFI (Union notariale financière) a pour vocation d’accompagner le notaire dans sa pratique du conseil patrimonial.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Portzamparc Groupe BNP Paribasportzamparc.bnpparibas HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 193 contacts → |
“Acteur historique des marchés financiers, Portzamparc présente une expérience de plus de 150 ans des métiers de la Bourse.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | L&a Financela-finance.fr HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 168 contacts → |
“Comment votre patrimoine peut-il refléter votre parcours de vie tout en préparant votre avenir?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Natixis Asset Managementostrum.com HQ: Paris, FranceReported employees: 501-1,000 | Paris, France | 501-1,000 | Exact match | 157 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 8 | Valoria Capitalvaloriacapital.fr HQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 122 contacts → |
“Valoria Capital est un des acteurs les plus dynamiques dans le secteur de la gestion de patrimoine et de fortune en France.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Rockfirockfi.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 82 contacts → |
“Nous construisons une nouvelle gestion privée.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Intencial Patrimoineintencial.fr HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 76 contacts → |
“INTENCIAL Patrimoine est la plateforme du Groupe APICIL dédiée aux conseillers en gestion de patrimoine et à leurs clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Jeausserand Audouardjeausserand-audouard.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 72 contacts → |
“Les équipes de Jeausserand Audouard accompagnent les entrepreneurs, dirigeants, investisseurs et personnes fortunées lors d’opérations complexes et stratégiques, en matière…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Adviso Partnersadvisopartners.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 68 contacts → |
“ADVISO PARTNERS est une société de conseil financier indépendante spécialisée dans les opérations de fusion-acquisition, levée de fonds et ingénierie financière, dédiée au segment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Cheval Blanc Patrimoinechevalblanc-patrimoine.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 64 contacts → |
“Élu meilleur cabinet de gestion de patrimoine par les professionnels en 2025.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Ramifyramify.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 64 contacts → |
“Ramify réinvente la gestion de patrimoine en offrant aux particuliers l'accès à des solutions dignes des plus grandes banques privées.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Optélios Groupeoptelios-groupe.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 62 contacts → |
“Gestion de patrimoine • Bilan Patrimonial • Analyse • Prescription patrimoniale Financement • Accompagnement • Conseil Gestion privée • Vie” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Largilliere Financelargilliere-finance.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 59 contacts → |
“Founded in 2005, Largillière Finance is an advisory firm with offices in Paris, Lyon, Nantes, Brussels and Geneva.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Blanche Capitalblanche-capital.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 57 contacts → |
“Blanche Capital accompagne et conseille les dirigeants de TPE et PME dans leurs opérations de haut de bilan : cession, acquisition, rapprochement et levée de fonds.> Notre…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Rhetores Financerhetores.fr HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 57 contacts → |
“Chez RHETORES, notre mission est claire : sécuriser le patrimoine de nos clients, à court et long terme, tout en les accompagnant sur le chemin de l’indépendance financière.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Financière D'uzèsfinuzes.fr HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 54 contacts → |
“Créée en 1989 par l’agent de change Gilbert André GOIRAND, la FINANCIÈRE D’UZÈS est une entreprise d’investissement dont l’histoire remonte par cheminement à la création de la…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | CNCGPcncgp.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 53 contacts → |
“La CNCGP, Chambre Nationale des Conseils en Gestion de Patrimoine, est l'association représentative de cette profession.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Mirari Wealth Managementmirari-wm.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 51 contacts → |
“Chez MIRARI Wealth Management, nous rendons la gestion privée accessible à tous et proposons une stratégie personnalisée à nos clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Ivesta Family Officeivesta-fo.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 49 contacts → |
“Fondée en 2017, iVESTA Family Office est un des leaders des multi family offices et s’est imposé comme le family office incontournable des entrepreneurs première génération.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | PAX Corporate Financepax.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 49 contacts → |
“Depuis 2003, Pax Corporate Finance accompagne sociétés et actionnaires dans leurs opérations de haut de bilan : LBO, cession, acquisitions, financement et refinancement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | NALOnalo.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 49 contacts → |
“Nalo, des plans pour votre argent.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 811 company matches
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Wealth advisors: dataset insights
November 6, 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
804 records in the displayed employee bands.
7 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 Paris, so it is reported there. Company counts and contact totals on this page are exact for Paris, over 811 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: November 6, 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 ↗
Wealth advisors by metro in France
Questions about this company list
What does Exact match mean for wealth advisors?
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 wealth advisors did RevenueBase find based in Paris, France?
The saved snapshot records 811 matching company records, 27,024 tracked contacts and 7,139 verified emails. The public preview displays 24 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: November 6, 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 24 wealth advisors based in Paris, France. Snapshot: November 6, 2026. https://revenuebase.ai/companies/wealth-advisors/france/paris.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗