Company lists · Data refreshed November 2026
Top 25 Wealth transfer advisors based in France
RevenueBase identified 919 company matches for wealth transfer advisors associated with France as of November 2026 and tracks 7,334 professional contacts across them, including 2,145 with verified work emails. Paris is the largest hub.
This list covers company matches for wealth transfer advisors 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 transfer advisors based in France
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | |||||
| 2 | 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 | |||||
| 3 | 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 | |||||
| 4 | 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 | |||||
| 5 | 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 | |||||
| 6 | 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 | |||||
| 7 | 56 contacts → | ||||
Exact match “Bonjour et Bienvenue chez BPA!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 52 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 48 contacts → | ||||
Exact match “KAYS Wealth Management est né d’un constat établi par les associés du groupe sur ces 15 dernières années, à savoir un manque de conseil en matière d’investissements et…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 42 contacts → | ||||
Exact match “Prosper Conseil est un cabinet de conseil indépendant en gestion de patrimoine.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 40 contacts → | ||||
Exact match “Depuis plus de 20 ans, la mission de Culture Patrimoine consiste à faire gagner du temps et de l'argent en offrant un accompagnement patrimonial de confiance.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 38 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 28 contacts → | ||||
Exact match “Opale Gestion Privée est une entreprise familiale de Conseil en Gestion de Patrimoine Indépendant.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 28 contacts → | ||||
Exact match “ORIGEEN CAPITAL est un cabinet de conseil indépendant en stratégie patrimoniale et financière.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 26 contacts → | ||||
Exact match “Le Groupe Sarro est un cabinet de gestion de patrimoine, implanté à Montpellier.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 25 contacts → | ||||
Exact match “Private Banking - Gestion de Fortune - Gestion de Patrimoine : devant la multiplicité du nombre d’intervenants (banquiers, assureurs, conseils etc.), devant un environnement…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 24 contacts → | ||||
Exact match “Les Hermines est un cabinet indépendant de gestion de patrimoine, spécialisé dans l’accompagnement global de ses clients dans la structuration, l’optimisation et la transmission…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 22 contacts → | ||||
Exact match “Our Maison of Finance brings together all wealth management services: wealth engineering, consolidated reporting, family governance and succession, property, lifestyle, and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 21 contacts → | ||||
Exact match “Forts de notre expérience auprès des différents intervenants de l’univers du patrimoine, assureurs, banquiers, notaires, avocats, experts-comptables, nous avons choisi de réunir…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 20 contacts → | ||||
Exact match “Vous accompagner dans la gestion et l’optimisation de votre patrimoine pour vous assurer un avenir serein : telle est notre ambition.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 20 contacts → | ||||
Exact match “Cabinet de Conseil en Gestion de Patrimoine CPI Groupe est un cabinet délivrant des prestations de Conseils afin d'optimiser la situation patrimoniale de nos clients …” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 20 contacts → | ||||
Exact match “Mélange de “Heres” signifiant “Héritier” en latin et “Erez”, cèdre en hébreu, notre nom symbolise notre vocation première : pérenniser le patrimoine de nos clients pour les…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 19 contacts → | ||||
Exact match “BC Finances est un cabinet de gestion de patrimoine, créé par Philippe Curnillon en 1995.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 19 contacts → | ||||
Exact match “SAREPTA is a wealth management company serving entrepreneurs and families in France and abroad.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 18 contacts → | ||||
Exact match “Montrachet Finance et Patrimoine est un cabinet de gestion de patrimoine qui vous accompagne dans toutes les grandes étapes de votre vie, de la constitution de votre patrimoine…” 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 transfer advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 919 wealth transfer advisors based in France
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Wealth transfer advisors 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 919 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 transfer advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 2,145 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 transfer advisors 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 transfer advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth transfer advisors are there based in France?
RevenueBase identified 919 company matches for wealth transfer advisors 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?
Indosuez Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most wealth transfer advisors?
Paris leads with 204 company records, followed by Lyon (48) and Toulouse (29).
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 2,145 professional contacts with verified work emails tracked across these 919 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 919 wealth transfer advisors based in France. Start with a free account, no credit card.
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- Wealth transfer advisors based in Bordeaux, France
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Browse the directory
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.
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Company intelligence · public preview
Top 25 wealth transfer advisors 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 919 matching company records for wealth transfer advisors based in France, with 7,334 tracked contacts and 2,145 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 transfer advisors 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 |  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. | |||||
| 2 |  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. | |||||
| 3 |  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. | |||||
| 4 |  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. | |||||
| 5 |  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. | |||||
| 6 |  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. | |||||
| 7 |  BPAbpaexperts.comHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 56 contacts → |
“Bonjour et Bienvenue chez BPA!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  ID Groupeidgroupe.frHQ: Lagord, FranceReported employees: 11-50 | Lagord, France | 11-50 | Exact match | 52 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Kays Wealth Managementkays-wm.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 48 contacts → |
“KAYS Wealth Management est né d’un constat établi par les associés du groupe sur ces 15 dernières années, à savoir un manque de conseil en matière d’investissements et…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Prosper Conseilprosper-conseil.frHQ: Présence Nationale, FranceReported employees: 11-50 | Présence Nationale, France | 11-50 | Exact match | 42 contacts → |
“Prosper Conseil est un cabinet de conseil indépendant en gestion de patrimoine.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Culture Patrimoineculturepatrimoine.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 40 contacts → |
“Depuis plus de 20 ans, la mission de Culture Patrimoine consiste à faire gagner du temps et de l'argent en offrant un accompagnement patrimonial de confiance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  CFGPcfgp.frHQ: Bordeaux, FranceReported employees: 11-50 | Bordeaux, France | 11-50 | Exact match | 38 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Opale Gestion Privéeopalegestionprivee.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 28 contacts → |
“Opale Gestion Privée est une entreprise familiale de Conseil en Gestion de Patrimoine Indépendant.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Origeen Capitalorigeen-capital.comHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 28 contacts → |
“ORIGEEN CAPITAL est un cabinet de conseil indépendant en stratégie patrimoniale et financière.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Groupe Sarrogroupesarro.comHQ: Jacou, FranceReported employees: 11-50 | Jacou, France | 11-50 | Exact match | 26 contacts → |
“Le Groupe Sarro est un cabinet de gestion de patrimoine, implanté à Montpellier.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Haenggi & Associéshaenggi-associes.comHQ: Mulhouse, FranceReported employees: 11-50 | Mulhouse, France | 11-50 | Exact match | 25 contacts → |
“Private Banking - Gestion de Fortune - Gestion de Patrimoine : devant la multiplicité du nombre d’intervenants (banquiers, assureurs, conseils etc.), devant un environnement…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  LES Herminesleshermines.frHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 24 contacts → |
“Les Hermines est un cabinet indépendant de gestion de patrimoine, spécialisé dans l’accompagnement global de ses clients dans la structuration, l’optimisation et la transmission…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Côme Maison Of Financecomemaisonfinanciere.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 22 contacts → |
“Our Maison of Finance brings together all wealth management services: wealth engineering, consolidated reporting, family governance and succession, property, lifestyle, and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Thalia Patrimoine Gestion DE Patrimoinethalia-patrimoine.comHQ: Bordeaux, FranceReported employees: 11-50 | Bordeaux, France | 11-50 | Exact match | 21 contacts → |
“Forts de notre expérience auprès des différents intervenants de l’univers du patrimoine, assureurs, banquiers, notaires, avocats, experts-comptables, nous avons choisi de réunir…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  LHL Associéslhl-associes.frHQ: Le Havre, FranceReported employees: 1-10 | Le Havre, France | 1-10 | Exact match | 20 contacts → |
“Vous accompagner dans la gestion et l’optimisation de votre patrimoine pour vous assurer un avenir serein : telle est notre ambition.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  CPI Groupecpigroupe.comHQ: Saint-malo, FranceReported employees: 11-50 | Saint-malo, France | 11-50 | Exact match | 20 contacts → |
“Cabinet de Conseil en Gestion de Patrimoine CPI Groupe est un cabinet délivrant des prestations de Conseils afin d'optimiser la situation patrimoniale de nos clients …” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Maison Herezherez.fr HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 20 contacts → |
“Mélange de “Heres” signifiant “Héritier” en latin et “Erez”, cèdre en hébreu, notre nom symbolise notre vocation première : pérenniser le patrimoine de nos clients pour les…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  BC Financesbcfinances.frHQ: Bourg En Bresse, FranceReported employees: 11-50 | Bourg En Bresse, France | 11-50 | Exact match | 19 contacts → |
“BC Finances est un cabinet de gestion de patrimoine, créé par Philippe Curnillon en 1995.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Sareptasarepta-patrimoine.comHQ: Bernay, FranceReported employees: 1-10 | Bernay, France | 1-10 | Exact match | 19 contacts → |
“SAREPTA is a wealth management company serving entrepreneurs and families in France and abroad.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Montrachet Finance ET Patrimoinemontrachet-finance.comHQ: Yerres, FranceReported employees: 11-50 | Yerres, France | 11-50 | Exact match | 18 contacts → |
“Montrachet Finance et Patrimoine est un cabinet de gestion de patrimoine qui vous accompagne dans toutes les grandes étapes de votre vie, de la constitution de votre patrimoine…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 919 company matches
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Wealth transfer advisors: 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
911 records in the displayed employee bands.
8 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 919 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 transfer advisors by metro
Questions about this company list
What does Exact match mean for wealth transfer advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many wealth transfer advisors did RevenueBase find based in France?
The saved snapshot records 919 matching company records, 7,334 tracked contacts and 2,145 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 transfer advisors by geography
- Wealth transfer advisors based in Melbourne, Australia
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- Wealth transfer advisors based in Sao Paulo, Brazil
- Wealth transfer advisors based in Calgary, Canada
- Wealth transfer advisors based in Toronto, Canada
- Wealth transfer advisors based in Vancouver, Canada
- Wealth transfer advisors based in Bordeaux, France
- Wealth transfer advisors based in Lyon, France
- Wealth transfer advisors based in Paris, France
- Wealth transfer advisors based in Toulouse, France
- Wealth transfer advisors based in Mumbai, India
- Wealth transfer advisors based in Zurich, Switzerland
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 wealth transfer advisors based in France. Snapshot: November 6, 2026. https://revenuebase.ai/companies/wealth-transfer-advisors/france.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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Company intelligence · public preview
Top 25 wealth transfer advisors based in France
RevenueBase records 919 matching company records for wealth transfer advisors based in France, with 7,334 tracked contacts and 2,145 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 transfer advisors 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 | 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. | |||||
| 2 | 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. | |||||
| 3 | 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. | |||||
| 4 | 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. | |||||
| 5 | 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. | |||||
| 6 | 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. | |||||
| 7 | BPAbpaexperts.com HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 56 contacts → |
“Bonjour et Bienvenue chez BPA!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | ID Groupeidgroupe.fr HQ: Lagord, FranceReported employees: 11-50 | Lagord, France | 11-50 | Exact match | 52 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Kays Wealth Managementkays-wm.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 48 contacts → |
“KAYS Wealth Management est né d’un constat établi par les associés du groupe sur ces 15 dernières années, à savoir un manque de conseil en matière d’investissements et…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Prosper Conseilprosper-conseil.fr HQ: Présence Nationale, FranceReported employees: 11-50 | Présence Nationale, France | 11-50 | Exact match | 42 contacts → |
“Prosper Conseil est un cabinet de conseil indépendant en gestion de patrimoine.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Culture Patrimoineculturepatrimoine.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 40 contacts → |
“Depuis plus de 20 ans, la mission de Culture Patrimoine consiste à faire gagner du temps et de l'argent en offrant un accompagnement patrimonial de confiance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | CFGPcfgp.fr HQ: Bordeaux, FranceReported employees: 11-50 | Bordeaux, France | 11-50 | Exact match | 38 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Opale Gestion Privéeopalegestionprivee.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 28 contacts → |
“Opale Gestion Privée est une entreprise familiale de Conseil en Gestion de Patrimoine Indépendant.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Origeen Capitalorigeen-capital.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 28 contacts → |
“ORIGEEN CAPITAL est un cabinet de conseil indépendant en stratégie patrimoniale et financière.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Groupe Sarrogroupesarro.com HQ: Jacou, FranceReported employees: 11-50 | Jacou, France | 11-50 | Exact match | 26 contacts → |
“Le Groupe Sarro est un cabinet de gestion de patrimoine, implanté à Montpellier.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Haenggi & Associéshaenggi-associes.com HQ: Mulhouse, FranceReported employees: 11-50 | Mulhouse, France | 11-50 | Exact match | 25 contacts → |
“Private Banking - Gestion de Fortune - Gestion de Patrimoine : devant la multiplicité du nombre d’intervenants (banquiers, assureurs, conseils etc.), devant un environnement…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | LES Herminesleshermines.fr HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 24 contacts → |
“Les Hermines est un cabinet indépendant de gestion de patrimoine, spécialisé dans l’accompagnement global de ses clients dans la structuration, l’optimisation et la transmission…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Côme Maison Of Financecomemaisonfinanciere.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 22 contacts → |
“Our Maison of Finance brings together all wealth management services: wealth engineering, consolidated reporting, family governance and succession, property, lifestyle, and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Thalia Patrimoine Gestion DE Patrimoinethalia-patrimoine.com HQ: Bordeaux, FranceReported employees: 11-50 | Bordeaux, France | 11-50 | Exact match | 21 contacts → |
“Forts de notre expérience auprès des différents intervenants de l’univers du patrimoine, assureurs, banquiers, notaires, avocats, experts-comptables, nous avons choisi de réunir…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | LHL Associéslhl-associes.fr HQ: Le Havre, FranceReported employees: 1-10 | Le Havre, France | 1-10 | Exact match | 20 contacts → |
“Vous accompagner dans la gestion et l’optimisation de votre patrimoine pour vous assurer un avenir serein : telle est notre ambition.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | CPI Groupecpigroupe.com HQ: Saint-malo, FranceReported employees: 11-50 | Saint-malo, France | 11-50 | Exact match | 20 contacts → |
“Cabinet de Conseil en Gestion de Patrimoine CPI Groupe est un cabinet délivrant des prestations de Conseils afin d'optimiser la situation patrimoniale de nos clients …” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Maison Herezherez.fr HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 20 contacts → |
“Mélange de “Heres” signifiant “Héritier” en latin et “Erez”, cèdre en hébreu, notre nom symbolise notre vocation première : pérenniser le patrimoine de nos clients pour les…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | BC Financesbcfinances.fr HQ: Bourg En Bresse, FranceReported employees: 11-50 | Bourg En Bresse, France | 11-50 | Exact match | 19 contacts → |
“BC Finances est un cabinet de gestion de patrimoine, créé par Philippe Curnillon en 1995.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Sareptasarepta-patrimoine.com HQ: Bernay, FranceReported employees: 1-10 | Bernay, France | 1-10 | Exact match | 19 contacts → |
“SAREPTA is a wealth management company serving entrepreneurs and families in France and abroad.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Montrachet Finance ET Patrimoinemontrachet-finance.com HQ: Yerres, FranceReported employees: 11-50 | Yerres, France | 11-50 | Exact match | 18 contacts → |
“Montrachet Finance et Patrimoine est un cabinet de gestion de patrimoine qui vous accompagne dans toutes les grandes étapes de votre vie, de la constitution de votre patrimoine…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 919 company matches
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Wealth transfer advisors: 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
911 records in the displayed employee bands.
8 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 919 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 transfer advisors by metro
Questions about this company list
What does Exact match mean for wealth transfer advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many wealth transfer advisors did RevenueBase find based in France?
The saved snapshot records 919 matching company records, 7,334 tracked contacts and 2,145 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 transfer advisors by geography
- Wealth transfer advisors based in Melbourne, Australia
- Wealth transfer advisors based in Sydney, Australia
- Wealth transfer advisors based in Sao Paulo, Brazil
- Wealth transfer advisors based in Calgary, Canada
- Wealth transfer advisors based in Toronto, Canada
- Wealth transfer advisors based in Vancouver, Canada
- Wealth transfer advisors based in Bordeaux, France
- Wealth transfer advisors based in Lyon, France
- Wealth transfer advisors based in Paris, France
- Wealth transfer advisors based in Toulouse, France
- Wealth transfer advisors based in Mumbai, India
- Wealth transfer advisors based in Zurich, Switzerland
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Cite this list
RevenueBase Data Team. Top 25 wealth transfer advisors based in France. Snapshot: November 6, 2026. https://revenuebase.ai/companies/wealth-transfer-advisors/france.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Wealth transfer advisors based in Melbourne, Australia
- Wealth transfer advisors based in Sydney, Australia
- Wealth transfer advisors based in Sao Paulo, Brazil
- Wealth transfer advisors based in Calgary, Canada
- Wealth transfer advisors based in Toronto, Canada
- Wealth transfer advisors based in Vancouver, Canada