Company lists · Data refreshed September 2026
Top 21 Wealth management advisors based in Bordeaux, France
RevenueBase identified 59 company matches for wealth management advisors associated with Bordeaux, France as of September 2026 and tracks 323 professional contacts across them, including 111 with verified work emails. Across France, Paris is the largest hub for this category (486 companies); Bordeaux has 59.
This list covers company matches for wealth management advisors associated with Bordeaux, France, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 19, 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 management advisors based in Bordeaux, France
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 40 contacts → | ||||
Exact match “CF Gestion Privée, cabinet de gestion de patrimoine du Groupe CF, accompagne les dirigeants, les professions libérales et les familles dans la structuration, la protection et la…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 2 | 17 contacts → | ||||
Exact match “Forts de notre expérience auprès des différents intervenants de l’univers du patrimoine, assureurs, banquiers, notaires, avocats, experts-comptables, nous avons choisi de réunir…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 16 contacts → | ||||
Exact match “Une approche basée sur la personne: Avant toute chose, nous essayons de comprendre qui vous êtes.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 14 contacts → | ||||
Exact match “Version Patrimoine est un cabinet de conseil en gestion de patrimoine créé en juin 2004.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 12 contacts → | ||||
Exact match “Private Wealth Advisory – Bordeaux (Chartrons) & Paris • Independent (CIF).” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 11 contacts → | ||||
Exact match “Créé en 2004, Prométhée est un Cabinet de conseil en stratégie et en gestion patrimoniale.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 8 contacts → | ||||
Exact match “Finance Invest est un cabinet de conseil en gestion de patrimoine fondé en 1995 et installé à Bordeaux.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 6 contacts → | ||||
Exact match “AD PATRIMOINE est un cabinet de conseil en gestion de patrimoine crée en par Arnaud DEVILLE.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 6 contacts → | ||||
Exact match “Les temps changent, l'Histoire avance et la Gestion de Patrimoine aussi.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 4 contacts → | ||||
Exact match “MCC PATRIMOINE est un cabinet de Gestion dePatrimoine situé au 8 Rue Hustin Bordeaux.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 4 contacts → | ||||
Exact match “Le cabinet Ethik Conseil & Patrimoine vous accompagne sur la mise en place de solutions patrimoniales adaptées à vos moyens et vos besoins.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 3 contacts → | ||||
Exact match “Cabinet de conseil financier et de gestion de patrimoine entièrement dédié aux professionnels de la santé et aux dirigeants à forts enjeux patrimoniaux: wealthierlifecapital.com …” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “Fondé depuis plus de 30 ans, notre Cabinet de Conseil en Gestion de Patrimoine, vous accompagne dans la gestion globale de votre patrimoine, et ce, de manière totalement…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “Auro Patrimoine est un cabinet de conseil en gestion de patrimoine et family office installé à Bordeaux.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “Cabinet de conseil et de stratégie en organisation patrimoniale, Morel & Associés accompagne les familles, les chefs d’entreprise, les cadres-dirigeants, les professions libérales…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “Construire votre patrimoine : Votre patrimoine reflète vos différents cycles de vie et l’anticipation est le maître mot afin de vous constituer un patrimoine conséquent.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “Le patrimoine se bâtit tout au long des étapes d'une vie.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “FR Patrimoine est un cabinet de conseil et d'ingénierie patrimoniale situé à Bordeaux.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “ADGP Bordeaux Investissement© est une marque indépendante de conseil en gestion de patrimoine, exploitée par SAS POSEIDON FINANCES, société réglementée et enregistrée en France…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “Chez WELLPHI, nous mettons nos expertises à votre service pour activer votre patrimoine.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “Omnia Capital is a boutique advisory firm with at its core, values based on the primacy of the client relationship, meticulous business methods and strict ethical code.#finance…” Recorded in the RevenueBase company graph · Sep 19, 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 management 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 21 of 59 wealth management advisors based in Bordeaux, France
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Wealth management advisors based in Bordeaux, France at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured across the whole France list rather than for Bordeaux, so it is reported there. Company counts and contact totals on this page are exact for Bordeaux, over 59 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 Bordeaux, France whose business descriptions match “wealth management 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 111 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 19, 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 management 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 management advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth management advisors are there based in Bordeaux, France?
RevenueBase identified 59 company matches for wealth management advisors associated with Bordeaux, France as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
CFGP 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 management advisors?
Paris leads France with 486 company records, followed by Lyon (88) and Toulouse (65). Bordeaux has 59.
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 111 professional contacts with verified work emails tracked across these 59 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 59 wealth management advisors based in Bordeaux, France. Start with a free account, no credit card.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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Company intelligence · public preview
Top 21 wealth management advisors based in Bordeaux, France
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 59 matching company records for wealth management advisors based in Bordeaux, France, with 323 tracked contacts and 111 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: September 19, 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 management advisors based in Bordeaux, 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 |  CFGPcfgp.frHQ: Bordeaux, FranceReported employees: 11-50 | Bordeaux, France | 11-50 | Exact match | 40 contacts → |
“CF Gestion Privée, cabinet de gestion de patrimoine du Groupe CF, accompagne les dirigeants, les professions libérales et les familles dans la structuration, la protection et la…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Thalia Patrimoine Gestion DE Patrimoinethalia-patrimoine.comHQ: Bordeaux, FranceReported employees: 11-50 | Bordeaux, France | 11-50 | Exact match | 17 contacts → |
“Forts de notre expérience auprès des différents intervenants de l’univers du patrimoine, assureurs, banquiers, notaires, avocats, experts-comptables, nous avons choisi de réunir…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Montaigne Conseil & Patrimoinemontaignepatrimoine.frHQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 16 contacts → |
“Une approche basée sur la personne: Avant toute chose, nous essayons de comprendre qui vous êtes.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Version Patrimoineversion-patrimoine.com HQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 14 contacts → |
“Version Patrimoine est un cabinet de conseil en gestion de patrimoine créé en juin 2004.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Odin Capitalodincapital.frHQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 12 contacts → |
“Private Wealth Advisory – Bordeaux (Chartrons) & Paris • Independent (CIF).” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Prométhée Conseilpromethee-conseil.comHQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 11 contacts → |
“Créé en 2004, Prométhée est un Cabinet de conseil en stratégie et en gestion patrimoniale.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Finance Investfinanceinvest.frHQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 8 contacts → |
“Finance Invest est un cabinet de conseil en gestion de patrimoine fondé en 1995 et installé à Bordeaux.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  AD Patrimoineadpatrimoine.frHQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 6 contacts → |
“AD PATRIMOINE est un cabinet de conseil en gestion de patrimoine crée en par Arnaud DEVILLE.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Perséphone Conseil Investissementpersephone-investissement.net HQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 6 contacts → |
“Les temps changent, l'Histoire avance et la Gestion de Patrimoine aussi.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  MCC Patrimoinemccpatrimoine.comHQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 4 contacts → |
“MCC PATRIMOINE est un cabinet de Gestion dePatrimoine situé au 8 Rue Hustin Bordeaux.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Ethik Conseil & Patrimoineethikconseilpatrimoine.frHQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 4 contacts → |
“Le cabinet Ethik Conseil & Patrimoine vous accompagne sur la mise en place de solutions patrimoniales adaptées à vos moyens et vos besoins.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Wealthier Life Capitalwealthierlifecapital.comHQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 3 contacts → |
“Cabinet de conseil financier et de gestion de patrimoine entièrement dédié aux professionnels de la santé et aux dirigeants à forts enjeux patrimoniaux: wealthierlifecapital.com …” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Alter Financesalter-finances.comHQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 3 contacts → |
“Fondé depuis plus de 30 ans, notre Cabinet de Conseil en Gestion de Patrimoine, vous accompagne dans la gestion globale de votre patrimoine, et ce, de manière totalement…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Auro Patrimoineauro-patrimoine.comHQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 3 contacts → |
“Auro Patrimoine est un cabinet de conseil en gestion de patrimoine et family office installé à Bordeaux.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Morel & Associésmoreletassocies.comHQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 2 contacts → |
“Cabinet de conseil et de stratégie en organisation patrimoniale, Morel & Associés accompagne les familles, les chefs d’entreprise, les cadres-dirigeants, les professions libérales…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Ct2 Conseilct2conseil.comHQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 2 contacts → |
“Construire votre patrimoine : Votre patrimoine reflète vos différents cycles de vie et l’anticipation est le maître mot afin de vous constituer un patrimoine conséquent.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Horizon Pierre & Patrimoinehp-patrimoine.frHQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 2 contacts → |
“Le patrimoine se bâtit tout au long des étapes d'une vie.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  FR Patrimoinefrpatrimoine.frHQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 1 contacts → |
“FR Patrimoine est un cabinet de conseil et d'ingénierie patrimoniale situé à Bordeaux.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 1 contacts → |
“ADGP Bordeaux Investissement© est une marque indépendante de conseil en gestion de patrimoine, exploitée par SAS POSEIDON FINANCES, société réglementée et enregistrée en France…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Wellphiwell-phi.comHQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 1 contacts → |
“Chez WELLPHI, nous mettons nos expertises à votre service pour activer votre patrimoine.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Omnia Capitalomnia-cap.comHQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 1 contacts → |
“Omnia Capital is a boutique advisory firm with at its core, values based on the primacy of the client relationship, meticulous business methods and strict ethical code.#finance…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 21 of 59 company matches
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Wealth management advisors: dataset insights
September 19, 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
59 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole France list rather than for Bordeaux, so it is reported there. Company counts and contact totals on this page are exact for Bordeaux, over 59 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 19, 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 management advisors by metro in France
Questions about this company list
What does Exact match mean for wealth management 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 management advisors did RevenueBase find based in Bordeaux, France?
The saved snapshot records 59 matching company records, 323 tracked contacts and 111 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: September 19, 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 management advisors based in Bordeaux, France. Snapshot: September 19, 2026. https://revenuebase.ai/companies/wealth-management-advisors/france/bordeaux.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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Company intelligence · public preview
Top 21 wealth management advisors based in Bordeaux, France
RevenueBase records 59 matching company records for wealth management advisors based in Bordeaux, France, with 323 tracked contacts and 111 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: September 19, 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 management advisors based in Bordeaux, 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 | CFGPcfgp.fr HQ: Bordeaux, FranceReported employees: 11-50 | Bordeaux, France | 11-50 | Exact match | 40 contacts → |
“CF Gestion Privée, cabinet de gestion de patrimoine du Groupe CF, accompagne les dirigeants, les professions libérales et les familles dans la structuration, la protection et la…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Thalia Patrimoine Gestion DE Patrimoinethalia-patrimoine.com HQ: Bordeaux, FranceReported employees: 11-50 | Bordeaux, France | 11-50 | Exact match | 17 contacts → |
“Forts de notre expérience auprès des différents intervenants de l’univers du patrimoine, assureurs, banquiers, notaires, avocats, experts-comptables, nous avons choisi de réunir…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Montaigne Conseil & Patrimoinemontaignepatrimoine.fr HQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 16 contacts → |
“Une approche basée sur la personne: Avant toute chose, nous essayons de comprendre qui vous êtes.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Version Patrimoineversion-patrimoine.com HQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 14 contacts → |
“Version Patrimoine est un cabinet de conseil en gestion de patrimoine créé en juin 2004.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Odin Capitalodincapital.fr HQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 12 contacts → |
“Private Wealth Advisory – Bordeaux (Chartrons) & Paris • Independent (CIF).” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Prométhée Conseilpromethee-conseil.com HQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 11 contacts → |
“Créé en 2004, Prométhée est un Cabinet de conseil en stratégie et en gestion patrimoniale.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Finance Investfinanceinvest.fr HQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 8 contacts → |
“Finance Invest est un cabinet de conseil en gestion de patrimoine fondé en 1995 et installé à Bordeaux.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | AD Patrimoineadpatrimoine.fr HQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 6 contacts → |
“AD PATRIMOINE est un cabinet de conseil en gestion de patrimoine crée en par Arnaud DEVILLE.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Perséphone Conseil Investissementpersephone-investissement.net HQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 6 contacts → |
“Les temps changent, l'Histoire avance et la Gestion de Patrimoine aussi.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | MCC Patrimoinemccpatrimoine.com HQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 4 contacts → |
“MCC PATRIMOINE est un cabinet de Gestion dePatrimoine situé au 8 Rue Hustin Bordeaux.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Ethik Conseil & Patrimoineethikconseilpatrimoine.fr HQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 4 contacts → |
“Le cabinet Ethik Conseil & Patrimoine vous accompagne sur la mise en place de solutions patrimoniales adaptées à vos moyens et vos besoins.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Wealthier Life Capitalwealthierlifecapital.com HQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 3 contacts → |
“Cabinet de conseil financier et de gestion de patrimoine entièrement dédié aux professionnels de la santé et aux dirigeants à forts enjeux patrimoniaux: wealthierlifecapital.com …” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Alter Financesalter-finances.com HQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 3 contacts → |
“Fondé depuis plus de 30 ans, notre Cabinet de Conseil en Gestion de Patrimoine, vous accompagne dans la gestion globale de votre patrimoine, et ce, de manière totalement…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Auro Patrimoineauro-patrimoine.com HQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 3 contacts → |
“Auro Patrimoine est un cabinet de conseil en gestion de patrimoine et family office installé à Bordeaux.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Morel & Associésmoreletassocies.com HQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 2 contacts → |
“Cabinet de conseil et de stratégie en organisation patrimoniale, Morel & Associés accompagne les familles, les chefs d’entreprise, les cadres-dirigeants, les professions libérales…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Ct2 Conseilct2conseil.com HQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 2 contacts → |
“Construire votre patrimoine : Votre patrimoine reflète vos différents cycles de vie et l’anticipation est le maître mot afin de vous constituer un patrimoine conséquent.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Horizon Pierre & Patrimoinehp-patrimoine.fr HQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 2 contacts → |
“Le patrimoine se bâtit tout au long des étapes d'une vie.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | FR Patrimoinefrpatrimoine.fr HQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 1 contacts → |
“FR Patrimoine est un cabinet de conseil et d'ingénierie patrimoniale situé à Bordeaux.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 1 contacts → |
“ADGP Bordeaux Investissement© est une marque indépendante de conseil en gestion de patrimoine, exploitée par SAS POSEIDON FINANCES, société réglementée et enregistrée en France…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Wellphiwell-phi.com HQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 1 contacts → |
“Chez WELLPHI, nous mettons nos expertises à votre service pour activer votre patrimoine.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Omnia Capitalomnia-cap.com HQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 1 contacts → |
“Omnia Capital is a boutique advisory firm with at its core, values based on the primacy of the client relationship, meticulous business methods and strict ethical code.#finance…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Wealth management advisors: dataset insights
September 19, 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
59 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole France list rather than for Bordeaux, so it is reported there. Company counts and contact totals on this page are exact for Bordeaux, over 59 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 19, 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 management advisors by metro in France
Questions about this company list
What does Exact match mean for wealth management 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 management advisors did RevenueBase find based in Bordeaux, France?
The saved snapshot records 59 matching company records, 323 tracked contacts and 111 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: September 19, 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 management advisors based in Bordeaux, France. Snapshot: September 19, 2026. https://revenuebase.ai/companies/wealth-management-advisors/france/bordeaux.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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