Company lists · Data refreshed September 2026
Top 25 Wealth management firms based in Bordeaux, France
RevenueBase identified 71 wealth management firms headquartered in Bordeaux, France as of September 2026 and tracks 362 professional contacts across them, including 127 with verified work emails. Paris is the largest hub.
This list covers wealth management firms headquartered in Bordeaux, France, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 16, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 firms based in Bordeaux, France
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 40 contacts → | ||||
Indirect evidence “CF Gestion Privée, cabinet de gestion de patrimoine du Groupe CF, accompagne les dirigeants, les professions libérales et les familles dans la structuration, la protection et la…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 2 | 17 contacts → | ||||
Indirect evidence “Forts de notre expérience auprès des différents intervenants de l’univers du patrimoine, assureurs, banquiers, notaires, avocats, experts-comptables, nous avons choisi de réunir…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 3 | 16 contacts → | ||||
Indirect evidence “Une approche basée sur la personne: Avant toute chose, nous essayons de comprendre qui vous êtes.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 4 | 14 contacts → | ||||
Indirect evidence “Version Patrimoine est un cabinet de conseil en gestion de patrimoine créé en juin 2004.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 5 | 12 contacts → | ||||
Partial evidence “Private Wealth Advisory – Bordeaux (Chartrons) & Paris • Independent (CIF).” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 6 | 11 contacts → | ||||
Indirect evidence “Créé en 2004, Prométhée est un Cabinet de conseil en stratégie et en gestion patrimoniale.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 7 | 10 contacts → | ||||
Indirect evidence “Cabinet de Conseil en Gestion de Patrimoine présent sur Paris et Bordeaux, spécialisé dans le courtage en produits de placement et de défiscalisation.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 8 | 8 contacts → | ||||
Indirect evidence “Finance Invest est un cabinet de conseil en gestion de patrimoine fondé en 1995 et installé à Bordeaux.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6 contacts → | ||||
Indirect evidence “AD PATRIMOINE est un cabinet de conseil en gestion de patrimoine crée en par Arnaud DEVILLE.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 10 | 6 contacts → | ||||
Indirect evidence “Les temps changent, l'Histoire avance et la Gestion de Patrimoine aussi.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 contacts → | ||||
Indirect evidence “AH CONSEILS est un cabinet d’Expertise Comptable et Patrimoniale à Bordeaux.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Indirect evidence “EQUITAM est une Société de Gestion de Portefeuille agréée par l’Autorité des Marchés Financiers (AMF), intégrant les services d’un Family Office.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Indirect evidence “BALLMONT, votre partenaire privilégié dans le monde de l'investissement immobilier et financier sur mesure.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Indirect evidence “MCC PATRIMOINE est un cabinet de Gestion dePatrimoine situé au 8 Rue Hustin Bordeaux.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 contacts → | ||||
Indirect evidence “Le cabinet Ethik Conseil & Patrimoine vous accompagne sur la mise en place de solutions patrimoniales adaptées à vos moyens et vos besoins.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Partial evidence “Cabinet de conseil financier et de gestion de patrimoine entièrement dédié aux professionnels de la santé et aux dirigeants à forts enjeux patrimoniaux: wealthierlifecapital.com …” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Indirect evidence “Fondé depuis plus de 30 ans, notre Cabinet de Conseil en Gestion de Patrimoine, vous accompagne dans la gestion globale de votre patrimoine, et ce, de manière totalement…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 contacts → | ||||
Indirect evidence “Auro Patrimoine est un cabinet de conseil en gestion de patrimoine et family office installé à Bordeaux.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Indirect evidence “PILEA PARTNERS, Votre partenaire de confiance dans la région Bordelaise, où la passion d'un expert Immobilier et l'expertise juridique que sont Emmanuel et Nabil se rencontrent…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Indirect evidence “Cabinet de conseil et de stratégie en organisation patrimoniale, Morel & Associés accompagne les familles, les chefs d’entreprise, les cadres-dirigeants, les professions libérales…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Indirect evidence “Construire votre patrimoine : Votre patrimoine reflète vos différents cycles de vie et l’anticipation est le maître mot afin de vous constituer un patrimoine conséquent.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Indirect evidence “Le patrimoine se bâtit tout au long des étapes d'une vie.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Indirect evidence “FR Patrimoine est un cabinet de conseil et d'ingénierie patrimoniale situé à Bordeaux.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Indirect evidence “ADGP Bordeaux Investissement© est une marque indépendante de conseil en gestion de patrimoine, exploitée par SAS POSEIDON FINANCES, société réglementée et enregistrée en France…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Indirect evidence “Chez WELLPHI, nous mettons nos expertises à votre service pour activer votre patrimoine.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: wealth management firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names wealth management firms.
- Partial evidence
- Its own public description names part of wealth management firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth management firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 71 wealth management firms based in Bordeaux, France
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Wealth management firms based in Bordeaux, France at a glance
As of Sep 16, 2026Companies by employee count
Email recency for this list is measured across the whole France list rather than for Bordeaux, so it is reported there. Company counts and contact totals on this page are exact for Bordeaux, over 71 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among wealth management firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Bordeaux, France whose own description of what they do matches “wealth management firms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names wealth management firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among wealth management firms, and records with no verified work email. Companies headquartered outside Bordeaux are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- 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 listed company carries at least one verified work email, 127 across the full list. 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 16, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Wealth management firms by metro in France
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names wealth management firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many wealth management firms are there based in Bordeaux, France?
RevenueBase identified 71 wealth management firms headquartered in Bordeaux, France as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
CFGP, headquartered in Bordeaux, tops this list with the largest team on record.
Which city has the most wealth management firms?
Paris leads with 581 headquartered companies, followed by Lyon (97) and Toulouse (77).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 127 verified decision-maker contacts tracked across these 71 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 16, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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