Company lists · Data refreshed November 2026
Top 25 Wealth management associations based in France
RevenueBase identified 1,413 company matches for wealth management associations associated with France as of November 2026 and tracks 20,053 professional contacts across them, including 4,944 with verified work emails. Paris is the largest hub.
This list covers company matches for wealth management associations 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 6, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest wealth management associations based in France
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,474 contacts → | ||||
Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 2,265 contacts → | ||||
Exact match “Indosuez Wealth Management is the global wealth management brand of Crédit Agricole Group, ranked 9th largest bank in the world based on balance sheet (The Banker 2024).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 740 contacts → | ||||
Exact match “Predictis, filiale de Groupe Premium,1er courtier assurance-vie épargne de France!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 730 contacts → | ||||
Exact match “Notre raison d’être est de permettre au plus grand nombre de construire leur vie en confiance.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 604 contacts → | ||||
Exact match “INOVÉA, une réponse nouvelle aux besoins d’aujourd’hui et de demain Créé par des professionnels de la gestion de patrimoine et du marketing relationnel, le Groupe INOVÉA propose…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 591 contacts → | ||||
Exact match “Louvre Banque Privée, créée en 1963 et filiale de La Banque Postale, propose une offre globale à destination d’une clientèle patrimoniale de familles, chef d’entreprises…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 560 contacts → | ||||
Exact match “Créée en 1924 et forte d’une expérience de 93 ans, la Carac est une mutuelle d’épargne indépendante qui fait vivre au quotidien les valeurs du mutualisme telles que la loyauté…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 442 contacts → | ||||
Exact match “Laplace, une marque du groupe Crystal, référence du conseil en gestion privée depuis plus de 30 ans.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 413 contacts → | ||||
Exact match “Chez Cyrus Herez, nous portons une ambition claire : réinventer l’accompagnement patrimonial en apportant à nos clients sérénité et liberté, grâce à une vision globale, une…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 245 contacts → | ||||
Exact match “Entité de Pluralle Groupe, Groupe Quintésens est un cabinet spécialisé en gestion de patrimoine global.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 205 contacts → | ||||
Exact match “Créé en 1988, le groupe UNOFI (Union notariale financière) a pour vocation d’accompagner le notaire dans sa pratique du conseil patrimonial.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 177 contacts → | ||||
Exact match “Cabinet en gestion de patrimoine à Paris.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 168 contacts → | ||||
Exact match “Comment votre patrimoine peut-il refléter votre parcours de vie tout en préparant votre avenir?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 157 contacts → | ||||
Exact match “Acteur incontournable du conseil en gestion de patrimoine depuis 1992, le groupe Crystal bénéficie d'un rayonnement et d'un développement sur le plan national et international…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 152 contacts → | ||||
Exact match “Reconnue pour son approche novatrice et son engagement sur le long terme, IFB France est une société renommée sur le marché de la création et du développement de patrimoine depuis…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 122 contacts → | ||||
Exact match “Valoria Capital est un des acteurs les plus dynamiques dans le secteur de la gestion de patrimoine et de fortune en France.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 91 contacts → | ||||
Exact match “En quelques années, ICA Patrimoine, groupe Toulousain implanté au niveau national est devenu une référence incontournable de la création de patrimoine.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 83 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 81 contacts → | ||||
Exact match “L'AFG - Association Française de la Gestion financière représente et défend les intérêts des professionnels de la gestion d'actifs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 80 contacts → | ||||
Exact match “PROSPECTS ** IMMOBILIER ** CRÉDITS ** PLACEMENTS & ASSURANCES ** SERVICES ** THESEIS : La solution clé en main pour les professionnels du patrimoine Connectez-vous aux équipes…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 70 contacts → | ||||
Exact match “Conseil en Investissement Financier & Gestion Privée Syndic, Gestion, Location et Syndic immobilier Mutuelle, Prévoyance & Retraite Assurances de Biens et des Responsabilités…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 64 contacts → | ||||
Exact match “Ramify réinvente la gestion de patrimoine en offrant aux particuliers l'accès à des solutions dignes des plus grandes banques privées.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 62 contacts → | ||||
Exact match “Gestion de patrimoine • Bilan Patrimonial • Analyse • Prescription patrimoniale Financement • Accompagnement • Conseil Gestion privée • Vie” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 57 contacts → | ||||
Exact match “Chez RHETORES, notre mission est claire : sécuriser le patrimoine de nos clients, à court et long terme, tout en les accompagnant sur le chemin de l’indépendance financière.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 57 contacts → | ||||
Exact match “Trouvant son origine en 1784, Cholet Dupont est l'une des plus anciennes banques privées françaises.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “wealth management associations”. 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 1,413 wealth management associations based in France
See the full list, filter by size, metro and specialty, and access 4,944 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Wealth management associations based in France at a glance
As of Nov 6, 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 1,413 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 management associations” 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 4,944 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on November 6, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Wealth management associations by metro
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 associations”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth management associations are there based in France?
RevenueBase identified 1,413 company matches for wealth management associations 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?
UFF tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most wealth management associations?
Paris leads with 332 company records, followed by Lyon (60) and Toulouse (48).
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 4,944 professional contacts with verified work emails tracked across these 1,413 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,413 wealth management associations based in France. Start with a free account, no credit card.
Download this list →Related lists
Wealth management associations by geography
- Wealth management associations based in Melbourne, Australia
- Wealth management associations based in Sydney, Australia
- Wealth management associations based in Rio De Janeiro, Brazil
- Wealth management associations based in Sao Paulo, Brazil
- Wealth management associations based in Calgary, Canada
- Wealth management associations based in Montreal, Canada
- Wealth management associations based in Toronto, Canada
- Wealth management associations based in Vancouver, Canada
- Wealth management associations based in Bordeaux, France
- Wealth management associations based in Lyon, France
- Wealth management associations based in Paris, France
- Wealth management associations based in Toulouse, France
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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Wealth management associations based in Melbourne, Australia
- Wealth management associations based in Sydney, Australia
- Wealth management associations based in Rio De Janeiro, Brazil
- Wealth management associations based in Sao Paulo, Brazil
- Wealth management associations based in Calgary, Canada
- Wealth management associations based in Montreal, Canada
Company intelligence · public preview
Top 25 wealth management associations 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 1,413 matching company records for wealth management associations based in France, with 20,053 tracked contacts and 4,944 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: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 wealth management associations 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 |  UFFuff.netHQ: Bois-colombes, FranceReported employees: 501-1,000 | Bois-colombes, France | 501-1,000 | Exact match | 2,474 contacts → |
“Particuliers, chefs d'entreprise, TPE/PME.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Indosuez Wealth Managementca-indosuez.comHQ: Paris, FranceReported employees: 1,001-5,000 | Paris, France | 1,001-5,000 | Exact match | 2,265 contacts → |
“Indosuez Wealth Management is the global wealth management brand of Crédit Agricole Group, ranked 9th largest bank in the world based on balance sheet (The Banker 2024).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Predictispredictis.comHQ: Boulogne-billancourt, FranceReported employees: Not recorded | Boulogne-billancourt, France | Not recorded | Exact match | 740 contacts → |
“Predictis, filiale de Groupe Premium,1er courtier assurance-vie épargne de France!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  GAN Patrimoineganpatrimoine.frHQ: Lille, FranceReported employees: 201-500 | Lille, France | 201-500 | Exact match | 730 contacts → |
“Notre raison d’être est de permettre au plus grand nombre de construire leur vie en confiance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Inovéainovea-group.comHQ: Mauguio, FranceReported employees: Not recorded | Mauguio, France | Not recorded | Exact match | 604 contacts → |
“INOVÉA, une réponse nouvelle aux besoins d’aujourd’hui et de demain Créé par des professionnels de la gestion de patrimoine et du marketing relationnel, le Groupe INOVÉA propose…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Louvre Banque Privéelouvrebanqueprivee.frHQ: Paris, FranceReported employees: 501-1,000 | Paris, France | 501-1,000 | Exact match | 591 contacts → |
“Louvre Banque Privée, créée en 1963 et filiale de La Banque Postale, propose une offre globale à destination d’une clientèle patrimoniale de familles, chef d’entreprises…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  CARACcarac.frHQ: Neuilly-sur-seine Cedex, FranceReported employees: 201-500 | Neuilly-sur-seine Cedex, France | 201-500 | Exact match | 560 contacts → |
“Créée en 1924 et forte d’une expérience de 93 ans, la Carac est une mutuelle d’épargne indépendante qui fait vivre au quotidien les valeurs du mutualisme telles que la loyauté…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Laplacelaplace-groupe.comHQ: Paris, FranceReported employees: 501-1,000 | Paris, France | 501-1,000 | Exact match | 442 contacts → |
“Laplace, une marque du groupe Crystal, référence du conseil en gestion privée depuis plus de 30 ans.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Cyrus Herezcyrus-herez.frHQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 413 contacts → |
“Chez Cyrus Herez, nous portons une ambition claire : réinventer l’accompagnement patrimonial en apportant à nos clients sérénité et liberté, grâce à une vision globale, une…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Groupe Quintésensgroupe-quintesens.frHQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 245 contacts → |
“Entité de Pluralle Groupe, Groupe Quintésens est un cabinet spécialisé en gestion de patrimoine global.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  UNOFIunofi.frHQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 205 contacts → |
“Créé en 1988, le groupe UNOFI (Union notariale financière) a pour vocation d’accompagner le notaire dans sa pratique du conseil patrimonial.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Groupe Euodiaeuodia.frHQ: Neuilly-sur-seine, FranceReported employees: Not recorded | Neuilly-sur-seine, France | Not recorded | Exact match | 177 contacts → |
“Cabinet en gestion de patrimoine à Paris.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  L&a Financela-finance.frHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 168 contacts → |
“Comment votre patrimoine peut-il refléter votre parcours de vie tout en préparant votre avenir?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Crystalgroupe-crystal.comHQ: Montpellier, FranceReported employees: 501-1,000 | Montpellier, France | 501-1,000 | Exact match | 157 contacts → |
“Acteur incontournable du conseil en gestion de patrimoine depuis 1992, le groupe Crystal bénéficie d'un rayonnement et d'un développement sur le plan national et international…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  IFB Franceifb-france.comHQ: Balma, FranceReported employees: 51-200 | Balma, France | 51-200 | Exact match | 152 contacts → |
“Reconnue pour son approche novatrice et son engagement sur le long terme, IFB France est une société renommée sur le marché de la création et du développement de patrimoine depuis…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Valoria Capitalvaloriacapital.frHQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 122 contacts → |
“Valoria Capital est un des acteurs les plus dynamiques dans le secteur de la gestion de patrimoine et de fortune en France.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  ICA Patrimoineicapatrimoine.frHQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 91 contacts → |
“En quelques années, ICA Patrimoine, groupe Toulousain implanté au niveau national est devenu une référence incontournable de la création de patrimoine.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Montpensier Arbevelmontpensier-arbevel.comHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 83 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  AFGafg.asso.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 81 contacts → |
“L'AFG - Association Française de la Gestion financière représente et défend les intérêts des professionnels de la gestion d'actifs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Theseistheseis.frHQ: Balma, FranceReported employees: 51-200 | Balma, France | 51-200 | Exact match | 80 contacts → |
“PROSPECTS ** IMMOBILIER ** CRÉDITS ** PLACEMENTS & ASSURANCES ** SERVICES ** THESEIS : La solution clé en main pour les professionnels du patrimoine Connectez-vous aux équipes…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Synalp Groupesynalp.frHQ: Méry, FranceReported employees: 11-50 | Méry, France | 11-50 | Exact match | 70 contacts → |
“Conseil en Investissement Financier & Gestion Privée Syndic, Gestion, Location et Syndic immobilier Mutuelle, Prévoyance & Retraite Assurances de Biens et des Responsabilités…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Ramifyramify.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 64 contacts → |
“Ramify réinvente la gestion de patrimoine en offrant aux particuliers l'accès à des solutions dignes des plus grandes banques privées.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Optélios Groupeoptelios-groupe.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 62 contacts → |
“Gestion de patrimoine • Bilan Patrimonial • Analyse • Prescription patrimoniale Financement • Accompagnement • Conseil Gestion privée • Vie” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Rhetores Financerhetores.frHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 57 contacts → |
“Chez RHETORES, notre mission est claire : sécuriser le patrimoine de nos clients, à court et long terme, tout en les accompagnant sur le chemin de l’indépendance financière.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Cholet Dupont Oudartcholet-dupont.frHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 57 contacts → |
“Trouvant son origine en 1784, Cholet Dupont est l'une des plus anciennes banques privées françaises.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,413 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Wealth management associations: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,400 records in the displayed employee bands.
13 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 1,413 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Wealth management associations by metro
Questions about this company list
What does Exact match mean for wealth management associations?
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 associations did RevenueBase find based in France?
The saved snapshot records 1,413 matching company records, 20,053 tracked contacts and 4,944 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: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Wealth management associations by geography
- Wealth management associations based in Melbourne, Australia
- Wealth management associations based in Sydney, Australia
- Wealth management associations based in Rio De Janeiro, Brazil
- Wealth management associations based in Sao Paulo, Brazil
- Wealth management associations based in Calgary, Canada
- Wealth management associations based in Montreal, Canada
- Wealth management associations based in Toronto, Canada
- Wealth management associations based in Vancouver, Canada
- Wealth management associations based in Bordeaux, France
- Wealth management associations based in Lyon, France
- Wealth management associations based in Paris, France
- Wealth management associations based in Toulouse, France
Cite this list
RevenueBase Data Team. Top 25 wealth management associations based in France. Snapshot: November 6, 2026. https://revenuebase.ai/companies/wealth-management-associations/france.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Wealth management associations based in Melbourne, Australia
- Wealth management associations based in Sydney, Australia
- Wealth management associations based in Rio De Janeiro, Brazil
- Wealth management associations based in Sao Paulo, Brazil
- Wealth management associations based in Calgary, Canada
- Wealth management associations based in Montreal, Canada
Company intelligence · public preview
Top 25 wealth management associations based in France
RevenueBase records 1,413 matching company records for wealth management associations based in France, with 20,053 tracked contacts and 4,944 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: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 wealth management associations 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 | UFFuff.net HQ: Bois-colombes, FranceReported employees: 501-1,000 | Bois-colombes, France | 501-1,000 | Exact match | 2,474 contacts → |
“Particuliers, chefs d'entreprise, TPE/PME.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Indosuez Wealth Managementca-indosuez.com HQ: Paris, FranceReported employees: 1,001-5,000 | Paris, France | 1,001-5,000 | Exact match | 2,265 contacts → |
“Indosuez Wealth Management is the global wealth management brand of Crédit Agricole Group, ranked 9th largest bank in the world based on balance sheet (The Banker 2024).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Predictispredictis.com HQ: Boulogne-billancourt, FranceReported employees: Not recorded | Boulogne-billancourt, France | Not recorded | Exact match | 740 contacts → |
“Predictis, filiale de Groupe Premium,1er courtier assurance-vie épargne de France!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | GAN Patrimoineganpatrimoine.fr HQ: Lille, FranceReported employees: 201-500 | Lille, France | 201-500 | Exact match | 730 contacts → |
“Notre raison d’être est de permettre au plus grand nombre de construire leur vie en confiance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Inovéainovea-group.com HQ: Mauguio, FranceReported employees: Not recorded | Mauguio, France | Not recorded | Exact match | 604 contacts → |
“INOVÉA, une réponse nouvelle aux besoins d’aujourd’hui et de demain Créé par des professionnels de la gestion de patrimoine et du marketing relationnel, le Groupe INOVÉA propose…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Louvre Banque Privéelouvrebanqueprivee.fr HQ: Paris, FranceReported employees: 501-1,000 | Paris, France | 501-1,000 | Exact match | 591 contacts → |
“Louvre Banque Privée, créée en 1963 et filiale de La Banque Postale, propose une offre globale à destination d’une clientèle patrimoniale de familles, chef d’entreprises…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | CARACcarac.fr HQ: Neuilly-sur-seine Cedex, FranceReported employees: 201-500 | Neuilly-sur-seine Cedex, France | 201-500 | Exact match | 560 contacts → |
“Créée en 1924 et forte d’une expérience de 93 ans, la Carac est une mutuelle d’épargne indépendante qui fait vivre au quotidien les valeurs du mutualisme telles que la loyauté…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Laplacelaplace-groupe.com HQ: Paris, FranceReported employees: 501-1,000 | Paris, France | 501-1,000 | Exact match | 442 contacts → |
“Laplace, une marque du groupe Crystal, référence du conseil en gestion privée depuis plus de 30 ans.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Cyrus Herezcyrus-herez.fr HQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 413 contacts → |
“Chez Cyrus Herez, nous portons une ambition claire : réinventer l’accompagnement patrimonial en apportant à nos clients sérénité et liberté, grâce à une vision globale, une…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Groupe Quintésensgroupe-quintesens.fr HQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 245 contacts → |
“Entité de Pluralle Groupe, Groupe Quintésens est un cabinet spécialisé en gestion de patrimoine global.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | UNOFIunofi.fr HQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 205 contacts → |
“Créé en 1988, le groupe UNOFI (Union notariale financière) a pour vocation d’accompagner le notaire dans sa pratique du conseil patrimonial.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Groupe Euodiaeuodia.fr HQ: Neuilly-sur-seine, FranceReported employees: Not recorded | Neuilly-sur-seine, France | Not recorded | Exact match | 177 contacts → |
“Cabinet en gestion de patrimoine à Paris.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | L&a Financela-finance.fr HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 168 contacts → |
“Comment votre patrimoine peut-il refléter votre parcours de vie tout en préparant votre avenir?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Crystalgroupe-crystal.com HQ: Montpellier, FranceReported employees: 501-1,000 | Montpellier, France | 501-1,000 | Exact match | 157 contacts → |
“Acteur incontournable du conseil en gestion de patrimoine depuis 1992, le groupe Crystal bénéficie d'un rayonnement et d'un développement sur le plan national et international…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | IFB Franceifb-france.com HQ: Balma, FranceReported employees: 51-200 | Balma, France | 51-200 | Exact match | 152 contacts → |
“Reconnue pour son approche novatrice et son engagement sur le long terme, IFB France est une société renommée sur le marché de la création et du développement de patrimoine depuis…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Valoria Capitalvaloriacapital.fr HQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 122 contacts → |
“Valoria Capital est un des acteurs les plus dynamiques dans le secteur de la gestion de patrimoine et de fortune en France.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | ICA Patrimoineicapatrimoine.fr HQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 91 contacts → |
“En quelques années, ICA Patrimoine, groupe Toulousain implanté au niveau national est devenu une référence incontournable de la création de patrimoine.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Montpensier Arbevelmontpensier-arbevel.com HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 83 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | AFGafg.asso.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 81 contacts → |
“L'AFG - Association Française de la Gestion financière représente et défend les intérêts des professionnels de la gestion d'actifs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Theseistheseis.fr HQ: Balma, FranceReported employees: 51-200 | Balma, France | 51-200 | Exact match | 80 contacts → |
“PROSPECTS ** IMMOBILIER ** CRÉDITS ** PLACEMENTS & ASSURANCES ** SERVICES ** THESEIS : La solution clé en main pour les professionnels du patrimoine Connectez-vous aux équipes…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Synalp Groupesynalp.fr HQ: Méry, FranceReported employees: 11-50 | Méry, France | 11-50 | Exact match | 70 contacts → |
“Conseil en Investissement Financier & Gestion Privée Syndic, Gestion, Location et Syndic immobilier Mutuelle, Prévoyance & Retraite Assurances de Biens et des Responsabilités…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Ramifyramify.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 64 contacts → |
“Ramify réinvente la gestion de patrimoine en offrant aux particuliers l'accès à des solutions dignes des plus grandes banques privées.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Optélios Groupeoptelios-groupe.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 62 contacts → |
“Gestion de patrimoine • Bilan Patrimonial • Analyse • Prescription patrimoniale Financement • Accompagnement • Conseil Gestion privée • Vie” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Rhetores Financerhetores.fr HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 57 contacts → |
“Chez RHETORES, notre mission est claire : sécuriser le patrimoine de nos clients, à court et long terme, tout en les accompagnant sur le chemin de l’indépendance financière.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Cholet Dupont Oudartcholet-dupont.fr HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 57 contacts → |
“Trouvant son origine en 1784, Cholet Dupont est l'une des plus anciennes banques privées françaises.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,413 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Wealth management associations: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,400 records in the displayed employee bands.
13 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 1,413 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Wealth management associations by metro
Questions about this company list
What does Exact match mean for wealth management associations?
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 associations did RevenueBase find based in France?
The saved snapshot records 1,413 matching company records, 20,053 tracked contacts and 4,944 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: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Wealth management associations by geography
- Wealth management associations based in Melbourne, Australia
- Wealth management associations based in Sydney, Australia
- Wealth management associations based in Rio De Janeiro, Brazil
- Wealth management associations based in Sao Paulo, Brazil
- Wealth management associations based in Calgary, Canada
- Wealth management associations based in Montreal, Canada
- Wealth management associations based in Toronto, Canada
- Wealth management associations based in Vancouver, Canada
- Wealth management associations based in Bordeaux, France
- Wealth management associations based in Lyon, France
- Wealth management associations based in Paris, France
- Wealth management associations based in Toulouse, France
Cite this list
RevenueBase Data Team. Top 25 wealth management associations based in France. Snapshot: November 6, 2026. https://revenuebase.ai/companies/wealth-management-associations/france.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Wealth management associations based in Melbourne, Australia
- Wealth management associations based in Sydney, Australia
- Wealth management associations based in Rio De Janeiro, Brazil
- Wealth management associations based in Sao Paulo, Brazil
- Wealth management associations based in Calgary, Canada
- Wealth management associations based in Montreal, Canada