Company lists · Data refreshed September 2026
Top 25 Wealth management advisors based in Paris, France
RevenueBase identified 486 company matches for wealth management advisors associated with Paris, France as of September 2026 and tracks 15,097 professional contacts across them, including 4,580 with verified work emails. Across France, Paris is the largest hub for this category.
This list covers company matches for wealth management 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 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 25 largest wealth management advisors based in Paris, France
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,141 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 · Sep 19, 2026 · View company records in RevenueBase | |||||
| 2 | 565 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 · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 401 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 · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 243 contacts → | ||||
Exact match “Entité de Pluralle Groupe, Groupe Quintésens est un cabinet spécialisé en gestion de patrimoine global.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 154 contacts → | ||||
Exact match “Comment votre patrimoine peut-il refléter votre parcours de vie tout en préparant votre avenir?” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 94 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 · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 69 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 65 contacts → | ||||
Exact match “Investir pour l'avenir » Montpensier Arbevel est une société de gestion indépendante et entrepreneuriale bénéficiant du soutien d’Amundi et de WCP.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 65 contacts → | ||||
Exact match “Bonjour et Bienvenue chez BPA!” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 64 contacts → | ||||
Exact match “Gestion de patrimoine • Bilan Patrimonial • Analyse • Prescription patrimoniale Financement • Accompagnement • Conseil Gestion privée • Vie” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 58 contacts → | ||||
Exact match “Élu meilleur cabinet de gestion de patrimoine par les professionnels en 2025.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 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 · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 51 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 · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 48 contacts → | ||||
Exact match “Au Cabinet IGC, nous mettons notre expertise en gestion de patrimoine au service de votre retraite, en vous proposant des solutions d’investissement sur mesure et optimisées.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 48 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 · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 46 contacts → | ||||
Exact match “Expert de la gestion de patrimoine pour tous.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 17 | 45 contacts → | ||||
Exact match “KAYS Wealth Management est né d’un constat établi par les associés du groupe sur ces 15 dernières années, à savoir un manque de conseil en matière d’investissements et…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 18 | 44 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 · Sep 19, 2026 · View company records in RevenueBase | |||||
| 19 | 37 contacts → | ||||
Exact match “Carat Capital est le leader d’une nouvelle génération de conseil en patrimoine.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 20 | 36 contacts → | ||||
Exact match “Depuis plus de 20 ans, la mission de Culture Patrimoine consiste à faire gagner du temps et de l'argent en offrant un accompagnement patrimonial de confiance.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 21 | 34 contacts → | ||||
Exact match “Tissier de Mallerais & Associés est l'un des principaux Cabinets de Gestion Privée et de Gestion de Patrimoine d'AXA.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 22 | 34 contacts → | ||||
Exact match “Auris Gestion est une société de gestion entrepreneuriale et indépendante créée en 2004.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 23 | 30 contacts → | ||||
Exact match “Conseil en gestion de patrimoine du particulier.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 24 | 29 contacts → | ||||
Exact match “Evolve, spécialiste de la gestion privée, accompagne les particuliers, tels que les chefs d'entreprises, les cadres et les professions libérales, ainsi que les sociétés, dans la…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 25 | 29 contacts → | ||||
Exact match “Mélange de “Heres” signifiant “Héritier” en latin et “Erez”, cèdre en hébreu, notre nom symbolise notre vocation première : pérenniser le patrimoine de nos clients pour les…” 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 25 of 486 wealth management advisors based in Paris, France
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Wealth management advisors based in Paris, 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 Paris, so it is reported there. Company counts and contact totals on this page are exact for Paris, over 486 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 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 4,580 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 Paris, France?
RevenueBase identified 486 company matches for wealth management advisors associated with Paris, 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?
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 management advisors?
Paris leads France with 486 company records, followed by Lyon (88) and Toulouse (65).
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 4,580 professional contacts with verified work emails tracked across these 486 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 486 wealth management advisors based in Paris, 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.
More company lists
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- Wealth management advisors based in Adelaide, Australia
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Company intelligence · public preview
Top 25 wealth management 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 486 matching company records for wealth management advisors based in Paris, France, with 15,097 tracked contacts and 4,580 verified work emails.
This public preview shows 25 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 25 wealth management 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 | 2,141 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 · September 19, 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 | 565 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 · September 19, 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 | 401 contacts → |
“Laplace, une marque du groupe Crystal, référence du conseil en gestion privée depuis plus de 30 ans.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Groupe Quintésensgroupe-quintesens.frHQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 243 contacts → |
“Entité de Pluralle Groupe, Groupe Quintésens est un cabinet spécialisé en gestion de patrimoine global.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  L&a Financela-finance.frHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 154 contacts → |
“Comment votre patrimoine peut-il refléter votre parcours de vie tout en préparant votre avenir?” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Valoria Capitalvaloriacapital.fr HQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 94 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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Norman Knorman-k.comHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 69 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 8 |  Montpensier Arbevelmontpensier-arbevel.comHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 65 contacts → |
“Investir pour l'avenir » Montpensier Arbevel est une société de gestion indépendante et entrepreneuriale bénéficiant du soutien d’Amundi et de WCP.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  BPAbpaexperts.comHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 65 contacts → |
“Bonjour et Bienvenue chez BPA!” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Optélios Groupeoptelios-groupe.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 64 contacts → |
“Gestion de patrimoine • Bilan Patrimonial • Analyse • Prescription patrimoniale Financement • Accompagnement • Conseil Gestion privée • Vie” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Cheval Blanc Patrimoinechevalblanc-patrimoine.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 58 contacts → |
“Élu meilleur cabinet de gestion de patrimoine par les professionnels en 2025.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Ramifyramify.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 51 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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Cabinet IGCcabinet-igc.comHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 48 contacts → |
“Au Cabinet IGC, nous mettons notre expertise en gestion de patrimoine au service de votre retraite, en vous proposant des solutions d’investissement sur mesure et optimisées.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  CLIMBclimb.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 48 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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Perlibperlib.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 46 contacts → |
“Expert de la gestion de patrimoine pour tous.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Kays Wealth Managementkays-wm.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 45 contacts → |
“KAYS Wealth Management est né d’un constat établi par les associés du groupe sur ces 15 dernières années, à savoir un manque de conseil en matière d’investissements et…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Ivesta Family Officeivesta-fo.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 44 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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Carat Capitalcaratcapital.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 37 contacts → |
“Carat Capital est le leader d’une nouvelle génération de conseil en patrimoine.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Culture Patrimoineculturepatrimoine.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 36 contacts → |
“Depuis plus de 20 ans, la mission de Culture Patrimoine consiste à faire gagner du temps et de l'argent en offrant un accompagnement patrimonial de confiance.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Tissier DE Mallerais & Associéstm-associes.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 34 contacts → |
“Tissier de Mallerais & Associés est l'un des principaux Cabinets de Gestion Privée et de Gestion de Patrimoine d'AXA.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Auris Gestionaurisgestion.comHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 34 contacts → |
“Auris Gestion est une société de gestion entrepreneuriale et indépendante créée en 2004.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Epsiliumepsilium.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 30 contacts → |
“Conseil en gestion de patrimoine du particulier.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Evolvegroupe-evolve.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 29 contacts → |
“Evolve, spécialiste de la gestion privée, accompagne les particuliers, tels que les chefs d'entreprises, les cadres et les professions libérales, ainsi que les sociétés, dans la…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Maison Herezherez.fr HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 29 contacts → |
“Mélange de “Heres” signifiant “Héritier” en latin et “Erez”, cèdre en hébreu, notre nom symbolise notre vocation première : pérenniser le patrimoine de nos clients pour les…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 486 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
485 records in the displayed employee bands.
1 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 486 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 Paris, France?
The saved snapshot records 486 matching company records, 15,097 tracked contacts and 4,580 verified emails. The public preview displays 25 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.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 wealth management advisors based in Paris, France. Snapshot: September 19, 2026. https://revenuebase.ai/companies/wealth-management-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
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Company intelligence · public preview
Top 25 wealth management advisors based in Paris, France
RevenueBase records 486 matching company records for wealth management advisors based in Paris, France, with 15,097 tracked contacts and 4,580 verified work emails.
This public preview shows 25 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 25 wealth management 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 | 2,141 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 · September 19, 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 | 565 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 · September 19, 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 | 401 contacts → |
“Laplace, une marque du groupe Crystal, référence du conseil en gestion privée depuis plus de 30 ans.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Groupe Quintésensgroupe-quintesens.fr HQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 243 contacts → |
“Entité de Pluralle Groupe, Groupe Quintésens est un cabinet spécialisé en gestion de patrimoine global.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | L&a Financela-finance.fr HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 154 contacts → |
“Comment votre patrimoine peut-il refléter votre parcours de vie tout en préparant votre avenir?” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Valoria Capitalvaloriacapital.fr HQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 94 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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Norman Knorman-k.com HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 69 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 8 | Montpensier Arbevelmontpensier-arbevel.com HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 65 contacts → |
“Investir pour l'avenir » Montpensier Arbevel est une société de gestion indépendante et entrepreneuriale bénéficiant du soutien d’Amundi et de WCP.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | BPAbpaexperts.com HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 65 contacts → |
“Bonjour et Bienvenue chez BPA!” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Optélios Groupeoptelios-groupe.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 64 contacts → |
“Gestion de patrimoine • Bilan Patrimonial • Analyse • Prescription patrimoniale Financement • Accompagnement • Conseil Gestion privée • Vie” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Cheval Blanc Patrimoinechevalblanc-patrimoine.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 58 contacts → |
“Élu meilleur cabinet de gestion de patrimoine par les professionnels en 2025.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | 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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Ramifyramify.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 51 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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Cabinet IGCcabinet-igc.com HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 48 contacts → |
“Au Cabinet IGC, nous mettons notre expertise en gestion de patrimoine au service de votre retraite, en vous proposant des solutions d’investissement sur mesure et optimisées.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | CLIMBclimb.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 48 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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Perlibperlib.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 46 contacts → |
“Expert de la gestion de patrimoine pour tous.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Kays Wealth Managementkays-wm.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 45 contacts → |
“KAYS Wealth Management est né d’un constat établi par les associés du groupe sur ces 15 dernières années, à savoir un manque de conseil en matière d’investissements et…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Ivesta Family Officeivesta-fo.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 44 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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Carat Capitalcaratcapital.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 37 contacts → |
“Carat Capital est le leader d’une nouvelle génération de conseil en patrimoine.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Culture Patrimoineculturepatrimoine.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 36 contacts → |
“Depuis plus de 20 ans, la mission de Culture Patrimoine consiste à faire gagner du temps et de l'argent en offrant un accompagnement patrimonial de confiance.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Tissier DE Mallerais & Associéstm-associes.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 34 contacts → |
“Tissier de Mallerais & Associés est l'un des principaux Cabinets de Gestion Privée et de Gestion de Patrimoine d'AXA.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Auris Gestionaurisgestion.com HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 34 contacts → |
“Auris Gestion est une société de gestion entrepreneuriale et indépendante créée en 2004.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Epsiliumepsilium.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 30 contacts → |
“Conseil en gestion de patrimoine du particulier.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Evolvegroupe-evolve.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 29 contacts → |
“Evolve, spécialiste de la gestion privée, accompagne les particuliers, tels que les chefs d'entreprises, les cadres et les professions libérales, ainsi que les sociétés, dans la…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Maison Herezherez.fr HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 29 contacts → |
“Mélange de “Heres” signifiant “Héritier” en latin et “Erez”, cèdre en hébreu, notre nom symbolise notre vocation première : pérenniser le patrimoine de nos clients pour les…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 486 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
485 records in the displayed employee bands.
1 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 486 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 Paris, France?
The saved snapshot records 486 matching company records, 15,097 tracked contacts and 4,580 verified emails. The public preview displays 25 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 25 wealth management advisors based in Paris, France. Snapshot: September 19, 2026. https://revenuebase.ai/companies/wealth-management-advisors/france/paris.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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