Company lists · Data refreshed September 2026
Top 25 Wealth management software companies based in France
RevenueBase identified 596 wealth management software companies headquartered in France as of September 2026 and tracks 8,967 professional contacts across them, including 2,709 with verified work emails. Paris is the largest hub.
This list covers wealth management software companies headquartered in 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 14, 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 software companies based in France
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,390 contacts → | ||||
Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 2 | 2,141 contacts → | ||||
Strong evidence “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).” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 3 | 378 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 4 | 348 contacts → | ||||
Indirect evidence “Un éditeur de référence sur le marché du logiciel patrimonial Harvest est un éditeur de logiciels spécialisé sur les métiers du conseil financier et patrimonial, présent auprès de…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 5 | 159 contacts → | ||||
Indirect evidence “Cabinet en gestion de patrimoine à Paris.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 6 | 154 contacts → | ||||
Indirect evidence “Comment votre patrimoine peut-il refléter votre parcours de vie tout en préparant votre avenir?” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 7 | 132 contacts → | ||||
Indirect evidence “At Shares, we transform the investing experience with technology-driven solutions designed to meet diverse needs – whether you’re an individual investor, a financial advisor, or a…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 8 | 125 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 9 | 104 contacts → | ||||
Partial evidence “eFront is the leading technology solution for alternative investment management, covering the needs of all alternative investment professionals end-to-end, from fundraising and…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 10 | 73 contacts → | ||||
Indirect evidence “Chez Investisseur Privé, votre conseiller dédié vous accompagne au quotidien dans la constitution, la gestion et le suivi de vos portefeuilles d’investissement, et plus largement…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 11 | 64 contacts → | ||||
Indirect evidence “Gestion de patrimoine • Bilan Patrimonial • Analyse • Prescription patrimoniale Financement • Accompagnement • Conseil Gestion privée • Vie” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 12 | 62 contacts → | ||||
Indirect evidence “Depuis 1987, Expert & Finance accompagne les chefs d’entreprise et professionnels libéraux dans le développement et la transmission de leur patrimoine privé et professionnel.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 13 | 54 contacts → | ||||
Indirect evidence “Le Groupe ID vous accompagne depuis plus de 15 ans pour toutes les étapes de votre vie personnelle et professionnelle afin de créer, développer et transmettre votre patrimoine.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 14 | 51 contacts → | ||||
Strong evidence “Chez MIRARI Wealth Management, nous rendons la gestion privée accessible à tous et proposons une stratégie personnalisée à nos clients.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 15 | 51 contacts → | ||||
Indirect evidence “Ramify réinvente la gestion de patrimoine en offrant aux particuliers l'accès à des solutions dignes des plus grandes banques privées.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 16 | 48 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 17 | 48 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 18 | 46 contacts → | ||||
Indirect evidence “Expert de la gestion de patrimoine pour tous.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 19 | 45 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 20 | 45 contacts → | ||||
Strong evidence “JUMP is a leading software provider of investment management solutions dedicated to the financial industry: Asset Management, Private and Wealth Management, Life Insurance…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 21 | 40 contacts → | ||||
Strong evidence “Wealthcome | The next-generation ecosystem for wealth management professionals Wealthcome develops a comprehensive SaaS solution for digitizing and automating wealth management.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 22 | 34 contacts → | ||||
Indirect evidence “Tissier de Mallerais & Associés est l'un des principaux Cabinets de Gestion Privée et de Gestion de Patrimoine d'AXA.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 23 | 31 contacts → | ||||
Indirect evidence “ALIQUIS Conseil est un acteur global de la gestion privée.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 24 | 31 contacts → | ||||
Indirect evidence “Découvrez Prisme la solution de gestion de cabinet la plus puissante et la plus innovante du marché.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 25 | 30 contacts → | ||||
Indirect evidence “Conseil en gestion de patrimoine du particulier.” Source: RevenueBase Database · checked Sep 14, 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 software companies. 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 software companies.
- Partial evidence
- Its own public description names part of wealth management software companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth management software companies. 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 596 wealth management software companies based in France
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Wealth management software companies based in France at a glance
As of Sep 14, 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 596 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 software companies, 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 France whose own description of what they do matches “wealth management software companies”. 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 software companies), 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 software companies, and records with no verified work email. Companies headquartered outside France 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, 2,709 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 14, 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 software companies by metro
- Wealth management software companies in Paris160
- Wealth management software companies in Lyon31
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 software companies, 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 software companies are there based in France?
RevenueBase identified 596 wealth management software companies headquartered in 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?
UFF, headquartered in Bois-Colombes, tops this list with the largest team on record.
Which city has the most wealth management software companies?
Paris leads with 160 headquartered companies, followed by Lyon (31) and Toulouse (20).
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 2,709 verified decision-maker contacts tracked across these 596 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 14, 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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