Company lists · Data refreshed November 2026
Top 21 Wealth aggregation platforms based in France
RevenueBase identified 34 company matches for wealth aggregation platforms associated with France as of November 2026 and tracks 376 professional contacts across them, including 127 with verified work emails. Paris is the largest hub.
This list covers company matches for wealth aggregation platforms associated with 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 5, 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 21 largest wealth aggregation platforms based in France
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 79 contacts → | ||||
Exact match “Chez Investisseur Privé, votre conseiller dédié vous accompagne au quotidien dans la constitution, la gestion et le suivi de vos portefeuilles d’investissement, et plus largement…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 43 contacts → | ||||
Exact match “En France, s’occuper de son patrimoine, de ses investissements ou de ses impôts peut sembler complexe : manque de temps, de connaissances ou d’interlocuteurs de confiance.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 26 contacts → | ||||
Exact match “Wizio distinguée par l’écosystème patrimonial • Classée 92e fintech française 2026 au sein du classement Fintech 100, et 3e dans la catégorie Process Automation.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 24 contacts → | ||||
Exact match “Bienvenue dans l'univers innovant de DAYS LEGACY, une FinTech dédiée à la gestion de patrimoine.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 24 contacts → | ||||
Exact match “Elu Fintech de l’année 2024 et 2025 par le palmarès des fournisseurs Gestion de Fortune Lauréat du Trophée Patrimonia de l’innovation digitale - Audit et Conformité 2023 Parce que…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 18 contacts → | ||||
Exact match “At Neofa, we believe in a transparent, neutral and accessible financial and investment advice.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 14 contacts → | ||||
Exact match “Grisbee Gestion Privée est un cabinet en gestion de patrimoine digital qui vous offre une expérience à 360° : un conseiller dédié, des placements et services haut de gamme ainsi…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 14 contacts → | ||||
Exact match “Conseiller en gestion de patrimoine, Cleery est aussi le premier site d'informations sur les finances personnelles en ligne.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 14 contacts → | ||||
Exact match “Jared est une plateforme de mise en relation qui s’adresse à la fois aux particuliers et aux professionnels de la finance.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 13 contacts → | ||||
Exact match “Colbr (groupe) Chez Colbr, nous modernisons la gestion financière et patrimoniale grâce à une approche hybride : la technologie pour simplifier, et des experts pour personnaliser.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 9 contacts → | ||||
Exact match “Mon Partenaire Patrimoine est un Conseiller en Gestion de Patrimoine multicanal au positionnement unique sur le marché : adossé au media digital de finances personnelles…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 7 contacts → | ||||
Exact match “FinLive simplifie le quotidien des professionnels de la finance en centralisant l'essentiel de leur activité sur une interface unique, fluide et accessible.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 7 contacts → | ||||
Exact match “Invest'Aide est un cabinet de conseil en gestion de patrimoine indépendant, qui accompagne : • Les cadres (stock-options, retraite, IFI, immobilier patrimonial) • Les dirigeants…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “Preconys est la plateforme patrimoniale pour mieux gérer votre argent, un robot advisor à votre écoute, des outils adaptés pour prendre de meilleures décisions financières.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “Aircap was born from a conviction: the future of investment lies in fluid, centralized, and real-time accessible data.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 4 contacts → | ||||
Exact match “kwiper est une solution digitale qui vous accompagne pour développer de nouvelles missions de conseil patrimonial.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 3 contacts → | ||||
Exact match “Philosophy: The Intelligence of Risk.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “Everything an investor needs to make the right decisions, avoid costly mistakes and track their investments without stress.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “Evovi, votre plateforme d'accompagnement patrimonial.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “Backers is a new-gen wealth management club, leveraging technology for superior financial services like wealth management and investment advice.” Recorded in the RevenueBase company graph · Nov 5, 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 aggregation platforms”. 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 21 of 34 wealth aggregation platforms based in France
See the full list, filter by size, metro and specialty, and access 127 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Wealth aggregation platforms based in France at a glance
As of Nov 5, 2026Companies by employee count
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 34 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 France whose business descriptions match “wealth aggregation platforms” 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 127 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 5, 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.
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 aggregation platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth aggregation platforms are there based in France?
RevenueBase identified 34 company matches for wealth aggregation platforms associated with 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?
Investisseur Privé tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most wealth aggregation platforms?
Paris leads with 20 company records, followed by Lyon (3) and Bordeaux (2).
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 127 professional contacts with verified work emails tracked across these 34 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 5, 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 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 21 wealth aggregation platforms based in France
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 34 matching company records for wealth aggregation platforms based in France, with 376 tracked contacts and 127 verified work emails.
This public preview shows 21 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 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 21 wealth aggregation platforms based in 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 |  Investisseur Privéinvestisseurprive.comHQ: Paris, FranceReported employees: Not recorded | Paris, France | Not recorded | Exact match | 79 contacts → |
“Chez Investisseur Privé, votre conseiller dédié vous accompagne au quotidien dans la constitution, la gestion et le suivi de vos portefeuilles d’investissement, et plus largement…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  CLIMBclimb.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 43 contacts → |
“En France, s’occuper de son patrimoine, de ses investissements ou de ses impôts peut sembler complexe : manque de temps, de connaissances ou d’interlocuteurs de confiance.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  wizio.frwizio.frHQ: Lyon, FranceReported employees: 11-50 | Lyon, France | 11-50 | Exact match | 26 contacts → |
“Wizio distinguée par l’écosystème patrimonial • Classée 92e fintech française 2026 au sein du classement Fintech 100, et 3e dans la catégorie Process Automation.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Days Legacydayslegacy.comHQ: Courbevoie, FranceReported employees: 1-10 | Courbevoie, France | 1-10 | Exact match | 24 contacts → |
“Bienvenue dans l'univers innovant de DAYS LEGACY, une FinTech dédiée à la gestion de patrimoine.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Karbonalphakarbonalpha.comHQ: Aix-en-provence, FranceReported employees: 11-50 | Aix-en-provence, France | 11-50 | Exact match | 24 contacts → |
“Elu Fintech de l’année 2024 et 2025 par le palmarès des fournisseurs Gestion de Fortune Lauréat du Trophée Patrimonia de l’innovation digitale - Audit et Conformité 2023 Parce que…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  NEOFAneofa.comHQ: Nice, FranceReported employees: 11-50 | Nice, France | 11-50 | Exact match | 18 contacts → |
“At Neofa, we believe in a transparent, neutral and accessible financial and investment advice.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Grisbee Gestion Privéegrisbee.frHQ: Versailles, FranceReported employees: 11-50 | Versailles, France | 11-50 | Exact match | 14 contacts → |
“Grisbee Gestion Privée est un cabinet en gestion de patrimoine digital qui vous offre une expérience à 360° : un conseiller dédié, des placements et services haut de gamme ainsi…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Cleerlycleerly.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 14 contacts → |
“Conseiller en gestion de patrimoine, Cleery est aussi le premier site d'informations sur les finances personnelles en ligne.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  JAREDjared.financeHQ: Metz, FranceReported employees: 1-10 | Metz, France | 1-10 | Exact match | 14 contacts → |
“Jared est une plateforme de mise en relation qui s’adresse à la fois aux particuliers et aux professionnels de la finance.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  COLBRcolbr.coHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 13 contacts → |
“Colbr (groupe) Chez Colbr, nous modernisons la gestion financière et patrimoniale grâce à une approche hybride : la technologie pour simplifier, et des experts pour personnaliser.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  MON Partenaire Patrimoinemonpartenairepatrimoine.comHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 9 contacts → |
“Mon Partenaire Patrimoine est un Conseiller en Gestion de Patrimoine multicanal au positionnement unique sur le marché : adossé au media digital de finances personnelles…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Finlivefinlive.frHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 7 contacts → |
“FinLive simplifie le quotidien des professionnels de la finance en centralisant l'essentiel de leur activité sur une interface unique, fluide et accessible.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Invest'aideinvest-aide.frHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 7 contacts → |
“Invest'Aide est un cabinet de conseil en gestion de patrimoine indépendant, qui accompagne : • Les cadres (stock-options, retraite, IFI, immobilier patrimonial) • Les dirigeants…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Preconyspreconys.comHQ: Neuilly-sur-seine, FranceReported employees: 1-10 | Neuilly-sur-seine, France | 1-10 | Exact match | 5 contacts → |
“Preconys est la plateforme patrimoniale pour mieux gérer votre argent, un robot advisor à votre écoute, des outils adaptés pour prendre de meilleures décisions financières.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Aircapaircap.techHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 4 contacts → |
“Aircap was born from a conviction: the future of investment lies in fluid, centralized, and real-time accessible data.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Kwiperkwiper.frHQ: Lyon, FranceReported employees: 1-10 | Lyon, France | 1-10 | Exact match | 4 contacts → |
“kwiper est une solution digitale qui vous accompagne pour développer de nouvelles missions de conseil patrimonial.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  TUKHEtukhe.ioHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 3 contacts → |
“Philosophy: The Intelligence of Risk.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Patrimofficepatrimoffice.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 |  Moningmoning.coHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 2 contacts → |
“Everything an investor needs to make the right decisions, avoid costly mistakes and track their investments without stress.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  EVOVIevovi.frHQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 1 contacts → |
“Evovi, votre plateforme d'accompagnement patrimonial.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Backersbackers.clubHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 1 contacts → |
“Backers is a new-gen wealth management club, leveraging technology for superior financial services like wealth management and investment advice.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 21 of 34 company matches
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Wealth aggregation platforms: dataset insights
November 5, 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
34 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 worldwide rather than for France, so it is reported there. Company counts and contact totals on this page are exact for France, over 34 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 5, 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 ↗
Questions about this company list
What does Exact match mean for wealth aggregation platforms?
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 aggregation platforms did RevenueBase find based in France?
The saved snapshot records 34 matching company records, 376 tracked contacts and 127 verified emails. The public preview displays 21 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 5, 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 aggregation platforms by geography
- Wealth aggregation platforms based in Bangalore, India
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- Wealth aggregation platforms based in London, United Kingdom
- Wealth aggregation platforms based in New York, United States
- Wealth aggregation platforms based in Australia
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- Wealth aggregation platforms based in Canada
- Wealth aggregation platforms based in Germany
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Browse the directory
Cite this list
RevenueBase Data Team. Top 21 wealth aggregation platforms based in France. Snapshot: November 5, 2026. https://revenuebase.ai/companies/wealth-aggregation-platforms/france.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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Company intelligence · public preview
Top 21 wealth aggregation platforms based in France
RevenueBase records 34 matching company records for wealth aggregation platforms based in France, with 376 tracked contacts and 127 verified work emails.
This public preview shows 21 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 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 21 wealth aggregation platforms based in 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 | Investisseur Privéinvestisseurprive.com HQ: Paris, FranceReported employees: Not recorded | Paris, France | Not recorded | Exact match | 79 contacts → |
“Chez Investisseur Privé, votre conseiller dédié vous accompagne au quotidien dans la constitution, la gestion et le suivi de vos portefeuilles d’investissement, et plus largement…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | CLIMBclimb.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 43 contacts → |
“En France, s’occuper de son patrimoine, de ses investissements ou de ses impôts peut sembler complexe : manque de temps, de connaissances ou d’interlocuteurs de confiance.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | wizio.frwizio.fr HQ: Lyon, FranceReported employees: 11-50 | Lyon, France | 11-50 | Exact match | 26 contacts → |
“Wizio distinguée par l’écosystème patrimonial • Classée 92e fintech française 2026 au sein du classement Fintech 100, et 3e dans la catégorie Process Automation.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Days Legacydayslegacy.com HQ: Courbevoie, FranceReported employees: 1-10 | Courbevoie, France | 1-10 | Exact match | 24 contacts → |
“Bienvenue dans l'univers innovant de DAYS LEGACY, une FinTech dédiée à la gestion de patrimoine.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Karbonalphakarbonalpha.com HQ: Aix-en-provence, FranceReported employees: 11-50 | Aix-en-provence, France | 11-50 | Exact match | 24 contacts → |
“Elu Fintech de l’année 2024 et 2025 par le palmarès des fournisseurs Gestion de Fortune Lauréat du Trophée Patrimonia de l’innovation digitale - Audit et Conformité 2023 Parce que…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | NEOFAneofa.com HQ: Nice, FranceReported employees: 11-50 | Nice, France | 11-50 | Exact match | 18 contacts → |
“At Neofa, we believe in a transparent, neutral and accessible financial and investment advice.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Grisbee Gestion Privéegrisbee.fr HQ: Versailles, FranceReported employees: 11-50 | Versailles, France | 11-50 | Exact match | 14 contacts → |
“Grisbee Gestion Privée est un cabinet en gestion de patrimoine digital qui vous offre une expérience à 360° : un conseiller dédié, des placements et services haut de gamme ainsi…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Cleerlycleerly.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 14 contacts → |
“Conseiller en gestion de patrimoine, Cleery est aussi le premier site d'informations sur les finances personnelles en ligne.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | JAREDjared.finance HQ: Metz, FranceReported employees: 1-10 | Metz, France | 1-10 | Exact match | 14 contacts → |
“Jared est une plateforme de mise en relation qui s’adresse à la fois aux particuliers et aux professionnels de la finance.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | COLBRcolbr.co HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 13 contacts → |
“Colbr (groupe) Chez Colbr, nous modernisons la gestion financière et patrimoniale grâce à une approche hybride : la technologie pour simplifier, et des experts pour personnaliser.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | MON Partenaire Patrimoinemonpartenairepatrimoine.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 9 contacts → |
“Mon Partenaire Patrimoine est un Conseiller en Gestion de Patrimoine multicanal au positionnement unique sur le marché : adossé au media digital de finances personnelles…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Finlivefinlive.fr HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 7 contacts → |
“FinLive simplifie le quotidien des professionnels de la finance en centralisant l'essentiel de leur activité sur une interface unique, fluide et accessible.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Invest'aideinvest-aide.fr HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 7 contacts → |
“Invest'Aide est un cabinet de conseil en gestion de patrimoine indépendant, qui accompagne : • Les cadres (stock-options, retraite, IFI, immobilier patrimonial) • Les dirigeants…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Preconyspreconys.com HQ: Neuilly-sur-seine, FranceReported employees: 1-10 | Neuilly-sur-seine, France | 1-10 | Exact match | 5 contacts → |
“Preconys est la plateforme patrimoniale pour mieux gérer votre argent, un robot advisor à votre écoute, des outils adaptés pour prendre de meilleures décisions financières.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Aircapaircap.tech HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 4 contacts → |
“Aircap was born from a conviction: the future of investment lies in fluid, centralized, and real-time accessible data.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Kwiperkwiper.fr HQ: Lyon, FranceReported employees: 1-10 | Lyon, France | 1-10 | Exact match | 4 contacts → |
“kwiper est une solution digitale qui vous accompagne pour développer de nouvelles missions de conseil patrimonial.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | TUKHEtukhe.io HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 3 contacts → |
“Philosophy: The Intelligence of Risk.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Patrimofficepatrimoffice.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 | Moningmoning.co HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 2 contacts → |
“Everything an investor needs to make the right decisions, avoid costly mistakes and track their investments without stress.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | EVOVIevovi.fr HQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 1 contacts → |
“Evovi, votre plateforme d'accompagnement patrimonial.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Backersbackers.club HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 1 contacts → |
“Backers is a new-gen wealth management club, leveraging technology for superior financial services like wealth management and investment advice.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 21 of 34 company matches
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Wealth aggregation platforms: dataset insights
November 5, 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
34 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 worldwide rather than for France, so it is reported there. Company counts and contact totals on this page are exact for France, over 34 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 5, 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 ↗
Questions about this company list
What does Exact match mean for wealth aggregation platforms?
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 aggregation platforms did RevenueBase find based in France?
The saved snapshot records 34 matching company records, 376 tracked contacts and 127 verified emails. The public preview displays 21 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 5, 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 21 wealth aggregation platforms based in France. Snapshot: November 5, 2026. https://revenuebase.ai/companies/wealth-aggregation-platforms/france.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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