Company lists · Data refreshed September 2026

Top 25 Wealth tech companies based in France

RevenueBase identified 105 wealth tech companies headquartered in France as of September 2026 and tracks 1,929 professional contacts across them, including 692 with verified work emails. Paris is the largest hub.

This list covers wealth tech 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 22, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 22, 2026 86% judged on-target in blind review
105Companies
1,929Contacts tracked
692Verified emails
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The 25 largest wealth tech companies based in France

Ranked by team size
Top 25 of 105 wealth tech companies based in France, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to wealth tech companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceParis, FranceHQ checked Sep 22, 2026201-500348 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 22, 2026
2Partial evidenceParis, FranceHQ checked Sep 22, 2026201-500218 contacts →

Partial evidence

“Trading Central is a registered, ISO/IEC 27001:2022 certified, award-winning market analytics and research provider, supporting investment decisions through leading digital wealth…”

Source: RevenueBase Database · checked Sep 22, 2026
3Indirect evidenceParis, FranceHQ checked Sep 22, 202651-200132 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 22, 2026
4Indirect evidenceMontpellier, FranceHQ checked Sep 22, 2026501-1,000125 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 22, 2026
5Indirect evidenceParis, FranceHQ checked Sep 22, 2026n/a73 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 22, 2026
6Indirect evidenceParis, FranceHQ checked Sep 22, 202611-5058 contacts →

Indirect evidence

“Créé en 2005, EasyBourse était à ses débuts un site d’informations financières avant de devenir en 2009 le courtier en ligne de La Banque Postale.”

Source: RevenueBase Database · checked Sep 22, 2026
7Indirect evidenceBiot, FranceHQ checked Sep 22, 202611-5055 contacts →

Indirect evidence

“Vancelian offers modern, high-yield investment solutions, secured by a robust and regulated infrastructure.”

Source: RevenueBase Database · checked Sep 22, 2026
8Indirect evidenceParis, FranceHQ checked Sep 22, 202611-5052 contacts →

Indirect evidence

“Nalo, des plans pour votre argent.”

Source: RevenueBase Database · checked Sep 22, 2026
9Indirect evidenceParis, FranceHQ checked Sep 22, 202611-5048 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 22, 2026
10Partial evidenceBordeaux, FranceHQ checked Sep 22, 202651-20040 contacts →

Partial 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 22, 2026
11Indirect evidencePuteaux, FranceHQ checked Sep 22, 202651-20031 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 22, 2026
12Partial evidenceGrenoble, FranceHQ checked Sep 22, 202611-5030 contacts →

Partial evidence

“Raise Partner delivers digital solutions to the Wealth and Asset Management Industries.”

Source: RevenueBase Database · checked Sep 22, 2026
13Indirect evidenceParis, FranceHQ checked Sep 22, 202611-5029 contacts →

Indirect evidence

“Feefty est une plateforme spécialisée dans l'investissement Sur-Mesure lié aux marchés financiers (produits structurés).”

Source: RevenueBase Database · checked Sep 22, 2026
14Indirect evidenceParis, FranceHQ checked Sep 22, 202611-5020 contacts →

Indirect evidence

“Notre offre pour les CGPI, Courtiers et Agents Généraux : Le Ebureau : 1er espace communautaire des indépendants de l'assurance et du patrimoine- Une source unique d'informations…”

Source: RevenueBase Database · checked Sep 22, 2026
15Indirect evidenceParis, FranceHQ checked Sep 22, 20261-1020 contacts →

Indirect evidence

“Plateforme de mise à disposition de produits structurés au service des conseillers en gestion de patrimoine, sociétés de gestion, réseaux d'assurance, banques privées.”

Source: RevenueBase Database · checked Sep 22, 2026
16Indirect evidenceCognac, FranceHQ checked Sep 22, 20261-1019 contacts →

Indirect evidence

“CENTAURE INVESTISSEMENTS** offre une gestion globale et personnalisée du patrimoine privé et professionnel, en s'adaptant aux besoins uniques de chacun de nos clients.”

Source: RevenueBase Database · checked Sep 22, 2026
17Indirect evidenceAix-en-provence, FranceHQ checked Sep 22, 202611-5019 contacts →

Indirect evidence

“Elu Fintech de l’année 2024 et 2025 par le palmarès des fournisseurs Gestion de Fortune Lauréat du Trophée Patrimonia de l’innovation digitale - Audit et Conformité 2023 Parce que…”

Source: RevenueBase Database · checked Sep 22, 2026
18Indirect evidenceLyon, FranceHQ checked Sep 22, 202611-5018 contacts →

Indirect evidence

“Wizio distinguée par l’écosystème patrimonial • Classée 92e fintech française 2026 au sein du classement Fintech 100, et 3e dans la catégorie Process Automation.”

Source: RevenueBase Database · checked Sep 22, 2026
19Indirect evidenceParis, FranceHQ checked Sep 22, 202611-5018 contacts →

Indirect evidence

“LaBienveillanceFinanciere est une Fintech basée à Paris qui a développé une plateforme de conseil patrimonial augmenté à destination des conseillers financiers et des conseillers…”

Source: RevenueBase Database · checked Sep 22, 2026
20Indirect evidenceCourbevoie, FranceHQ checked Sep 22, 20261-1017 contacts →

Indirect evidence

“Bienvenue dans l'univers innovant de DAYS LEGACY, une FinTech dédiée à la gestion de patrimoine.”

Source: RevenueBase Database · checked Sep 22, 2026
21Indirect evidenceNice, FranceHQ checked Sep 22, 202611-5017 contacts →

Indirect evidence

“At Neofa, we believe in a transparent, neutral and accessible financial and investment advice.”

Source: RevenueBase Database · checked Sep 22, 2026
22Indirect evidenceVersailles, FranceHQ checked Sep 22, 202611-5016 contacts →

Indirect evidence

“Grisbee Gestion Privée est un cabinet en gestion de patrimoine digital qui vous offre une expérience à 360° : un conseiller dédié, des placements et services haut de gamme ainsi…”

Source: RevenueBase Database · checked Sep 22, 2026
23Indirect evidenceParis, FranceHQ checked Sep 22, 202611-5014 contacts →

Indirect evidence

“Conseiller en gestion de patrimoine, Cleery est aussi le premier site d'informations sur les finances personnelles en ligne.”

Source: RevenueBase Database · checked Sep 22, 2026
24Indirect evidenceParis, FranceHQ checked Sep 22, 202611-5011 contacts →

Indirect evidence

“Colbr (groupe) Chez Colbr, nous modernisons la gestion financière et patrimoniale grâce à une approche hybride : la technologie pour simplifier, et des experts pour personnaliser.”

Source: RevenueBase Database · checked Sep 22, 2026
25Indirect evidenceMetz, FranceHQ checked Sep 22, 20261-1010 contacts →

Indirect evidence

“Jared est une plateforme de mise en relation qui s’adresse à la fois aux particuliers et aux professionnels de la finance.”

Source: RevenueBase Database · checked Sep 22, 2026

Showing 25 of 105 wealth tech companies based in France

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Wealth tech companies based in France at a glance

As of Sep 22, 2026
35.9%Verified-email coverage
18.4Average contacts per company
1-10Median size (employees)
42.9%Largest-city concentration · Paris
Sep 22, 2026Page data refreshed

Companies by employee count

1-10
65
11-50
30
51-200
4
201-500
2
501-1,000
4

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 105 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 tech 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 tech 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 tech 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 tech 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, 692 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 22, 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 tech companies by metro

  • Wealth tech companies in Paris45

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 tech 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 tech companies are there based in France?

RevenueBase identified 105 wealth tech 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?

Harvest Groupe, headquartered in Paris, tops this list with the largest team on record.

Which city has the most wealth tech companies?

Paris leads with 45 headquartered companies, followed by Lyon (5) and Bordeaux (4).

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 692 verified decision-maker contacts tracked across these 105 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 22, 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.