Company lists · Data refreshed November 2026
Top 25 Wealth transfer advisors based in Paris, France
RevenueBase identified 204 company matches for wealth transfer advisors associated with Paris, France as of November 2026 and tracks 3,783 professional contacts across them, including 919 with verified work emails. Across France, Paris is the largest hub for this category.
This list covers company matches for wealth transfer advisors associated with Paris, 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 Paris, 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 | 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 | |||||
| 4 | 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 | |||||
| 5 | 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 | |||||
| 6 | 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 | |||||
| 7 | 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 | |||||
| 8 | 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 | |||||
| 9 | 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 | |||||
| 10 | 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 | |||||
| 11 | 18 contacts → | ||||
Exact match “ÉLYSÉE CONSULTING | Conseil Patrimonial • Allocation d’Actifs • Ingénierie Patrimoniale Depuis près de 25 ans, ÉLYSÉE CONSULTING accompagne dirigeants d’entreprise, familles…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 16 contacts → | ||||
Exact match “Clipper Capital est un cabinet de gestion privée au service de ses clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 15 contacts → | ||||
Exact match “Vous accompagner dans le développement de votre vie », c’est dans cet esprit qu’Alpha Phi a été créé.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 13 contacts → | ||||
Exact match “Chez Entasis Conseil, nous avons une mission simple et ambitieuse : transformer la gestion patrimoniale en une stratégie solide, performante et pérenne pour chaque client.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 12 contacts → | ||||
Exact match “Fluence rassemble 15 collaborateurs au service d’une quarantaine de familles et propose également ses solutions de gestion et sa plate-forme technologique à plusieurs multi-family…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 12 contacts → | ||||
Exact match “Affilior gestion privée a pour mission d’accompagner les familles, les entrepreneurs et les cadres dirigeants dans la réalisation de leurs projets.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 9 contacts → | ||||
Exact match “BENSAID Avocats assiste des particuliers ou familles disposant d’un patrimoine important (VHNWI et UHNWI) en conseil comme en contentieux.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 9 contacts → | ||||
Exact match “Egeo Conseil est un cabinet indépendant de gestion de patrimoine accompagnant particuliers, dirigeants et entrepreneurs dans la structuration, l’optimisation et la transmission de…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 9 contacts → | ||||
Exact match “Depuis 2007, Links Capital est un family office indépendant basé à Paris, dédié à accompagner chefs d’entreprise, dirigeants, professions libérales et familles dans la…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 9 contacts → | ||||
Exact match “Créé en 2012 par Jérémy Boublil et Mickael Sebban, PRO Epargne est une société de conseil en gestion de patrimoine indépendant.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 9 contacts → | ||||
Exact match “Monceau Patrimoine – Votre partenaire patrimonial à 360° Notre mission est simple : vous accompagner tout au long de votre vie pour optimiser et sécuriser votre patrimoine.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 9 contacts → | ||||
Exact match “ARUM Gestion Privée, c’est une famille qui s’occupe de vous et de l’organisation de votre patrimoine, qui vous garantit la stabilité d’une relation de confiance et qui vous…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 8 contacts → | ||||
Exact match “Novalia Patrimoine | Gestion Privée • Multi-Family Office Novalia Patrimoine se positionne en tant que cabinet de gestion privée indépendant, dédié à orchestrer une harmonie…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 7 contacts → | ||||
Exact match “MAGDAE assists company owners, directors and senior executives with their wealth management - wealth strategy and organisation advice - financial investment advice - property…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 7 contacts → | ||||
Exact match “Depuis 2007, Perennity accompagne les familles, particuliers, entrepreneurs, indépendants et dirigeants dans la prise de décision pour l’optimisation de la gestion de leur…” 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 204 wealth transfer advisors based in Paris, France
See the full list, filter by size, metro and specialty, and access 919 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Wealth transfer advisors based in Paris, France at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured across the whole France list rather than for Paris, so it is reported there. Company counts and contact totals on this page are exact for Paris, over 204 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 Paris, 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 919 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 in France
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 Paris, France?
RevenueBase identified 204 company matches for wealth transfer advisors associated with Paris, 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 in France has the most wealth transfer advisors?
Paris leads France 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 919 professional contacts with verified work emails tracked across these 204 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 204 wealth transfer advisors based in Paris, France. Start with a free account, no credit card.
Download this list →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 Toulouse, France
- Wealth transfer advisors based in Mumbai, India
- Wealth transfer advisors based in Zurich, Switzerland
- Wealth transfer advisors based in London, United Kingdom
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Wealth 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
Company intelligence · public preview
Top 25 wealth transfer advisors based in Paris, France
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 204 matching company records for wealth transfer advisors based in Paris, France, with 3,783 tracked contacts and 919 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 Paris, 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 |  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. | |||||
| 4 |  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. | |||||
| 5 |  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. | |||||
| 6 |  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. | |||||
| 7 |  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. | |||||
| 8 |  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. | |||||
| 9 |  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. | |||||
| 10 | 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. | |||||
| 11 |  Elysee Consultingelysee-consulting.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 18 contacts → |
“ÉLYSÉE CONSULTING | Conseil Patrimonial • Allocation d’Actifs • Ingénierie Patrimoniale Depuis près de 25 ans, ÉLYSÉE CONSULTING accompagne dirigeants d’entreprise, familles…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Clipper Capitalclippercapital.frHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 16 contacts → |
“Clipper Capital est un cabinet de gestion privée au service de ses clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Alpha PHIalphaphi.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 15 contacts → |
“Vous accompagner dans le développement de votre vie », c’est dans cet esprit qu’Alpha Phi a été créé.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Entasis Conseilentasis-conseil.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 13 contacts → |
“Chez Entasis Conseil, nous avons une mission simple et ambitieuse : transformer la gestion patrimoniale en une stratégie solide, performante et pérenne pour chaque client.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Fluencefluence.eu HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 12 contacts → |
“Fluence rassemble 15 collaborateurs au service d’une quarantaine de familles et propose également ses solutions de gestion et sa plate-forme technologique à plusieurs multi-family…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Affilior Gestion Privéeaffilior.frHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 12 contacts → |
“Affilior gestion privée a pour mission d’accompagner les familles, les entrepreneurs et les cadres dirigeants dans la réalisation de leurs projets.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Bensaid Avocatsbensaid-avocats.frHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 9 contacts → |
“BENSAID Avocats assiste des particuliers ou familles disposant d’un patrimoine important (VHNWI et UHNWI) en conseil comme en contentieux.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Egeo Conseilegeo-conseil.frHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 9 contacts → |
“Egeo Conseil est un cabinet indépendant de gestion de patrimoine accompagnant particuliers, dirigeants et entrepreneurs dans la structuration, l’optimisation et la transmission de…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Links Capital Managementlinks-capital.comHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 9 contacts → |
“Depuis 2007, Links Capital est un family office indépendant basé à Paris, dédié à accompagner chefs d’entreprise, dirigeants, professions libérales et familles dans la…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  PRO Epargnepro-epargne.frHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 9 contacts → |
“Créé en 2012 par Jérémy Boublil et Mickael Sebban, PRO Epargne est une société de conseil en gestion de patrimoine indépendant.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Monceau Patrimoinemonceaupatrimoine.frHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 9 contacts → |
“Monceau Patrimoine – Votre partenaire patrimonial à 360° Notre mission est simple : vous accompagner tout au long de votre vie pour optimiser et sécuriser votre patrimoine.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Arum Gestion Privéearumgestionprivee.comHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 9 contacts → |
“ARUM Gestion Privée, c’est une famille qui s’occupe de vous et de l’organisation de votre patrimoine, qui vous garantit la stabilité d’une relation de confiance et qui vous…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Novalia Patrimoinenovaliapatrimoine.frHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 8 contacts → |
“Novalia Patrimoine | Gestion Privée • Multi-Family Office Novalia Patrimoine se positionne en tant que cabinet de gestion privée indépendant, dédié à orchestrer une harmonie…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Magdaemagdae.comHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 7 contacts → |
“MAGDAE assists company owners, directors and senior executives with their wealth management - wealth strategy and organisation advice - financial investment advice - property…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Perennity Stratégie & Patrimoineperennity.frHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 7 contacts → |
“Depuis 2007, Perennity accompagne les familles, particuliers, entrepreneurs, indépendants et dirigeants dans la prise de décision pour l’optimisation de la gestion de leur…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 204 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
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
203 records in the displayed employee bands.
1 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 across the whole France list rather than for Paris, so it is reported there. Company counts and contact totals on this page are exact for Paris, over 204 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 in France
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 Paris, France?
The saved snapshot records 204 matching company records, 3,783 tracked contacts and 919 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 Toulouse, France
- Wealth transfer advisors based in Mumbai, India
- Wealth transfer advisors based in Zurich, Switzerland
- Wealth transfer advisors based in London, United Kingdom
Cite this list
RevenueBase Data Team. Top 25 wealth transfer advisors based in Paris, France. Snapshot: November 6, 2026. https://revenuebase.ai/companies/wealth-transfer-advisors/france/paris.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Wealth 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
Company intelligence · public preview
Top 25 wealth transfer advisors based in Paris, France
RevenueBase records 204 matching company records for wealth transfer advisors based in Paris, France, with 3,783 tracked contacts and 919 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 Paris, 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 | 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. | |||||
| 4 | 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. | |||||
| 5 | 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. | |||||
| 6 | 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. | |||||
| 7 | 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. | |||||
| 8 | 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. | |||||
| 9 | 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. | |||||
| 10 | 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. | |||||
| 11 | Elysee Consultingelysee-consulting.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 18 contacts → |
“ÉLYSÉE CONSULTING | Conseil Patrimonial • Allocation d’Actifs • Ingénierie Patrimoniale Depuis près de 25 ans, ÉLYSÉE CONSULTING accompagne dirigeants d’entreprise, familles…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Clipper Capitalclippercapital.fr HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 16 contacts → |
“Clipper Capital est un cabinet de gestion privée au service de ses clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Alpha PHIalphaphi.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 15 contacts → |
“Vous accompagner dans le développement de votre vie », c’est dans cet esprit qu’Alpha Phi a été créé.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Entasis Conseilentasis-conseil.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 13 contacts → |
“Chez Entasis Conseil, nous avons une mission simple et ambitieuse : transformer la gestion patrimoniale en une stratégie solide, performante et pérenne pour chaque client.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Fluencefluence.eu HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 12 contacts → |
“Fluence rassemble 15 collaborateurs au service d’une quarantaine de familles et propose également ses solutions de gestion et sa plate-forme technologique à plusieurs multi-family…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Affilior Gestion Privéeaffilior.fr HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 12 contacts → |
“Affilior gestion privée a pour mission d’accompagner les familles, les entrepreneurs et les cadres dirigeants dans la réalisation de leurs projets.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Bensaid Avocatsbensaid-avocats.fr HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 9 contacts → |
“BENSAID Avocats assiste des particuliers ou familles disposant d’un patrimoine important (VHNWI et UHNWI) en conseil comme en contentieux.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Egeo Conseilegeo-conseil.fr HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 9 contacts → |
“Egeo Conseil est un cabinet indépendant de gestion de patrimoine accompagnant particuliers, dirigeants et entrepreneurs dans la structuration, l’optimisation et la transmission de…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Links Capital Managementlinks-capital.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 9 contacts → |
“Depuis 2007, Links Capital est un family office indépendant basé à Paris, dédié à accompagner chefs d’entreprise, dirigeants, professions libérales et familles dans la…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | PRO Epargnepro-epargne.fr HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 9 contacts → |
“Créé en 2012 par Jérémy Boublil et Mickael Sebban, PRO Epargne est une société de conseil en gestion de patrimoine indépendant.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Monceau Patrimoinemonceaupatrimoine.fr HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 9 contacts → |
“Monceau Patrimoine – Votre partenaire patrimonial à 360° Notre mission est simple : vous accompagner tout au long de votre vie pour optimiser et sécuriser votre patrimoine.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Arum Gestion Privéearumgestionprivee.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 9 contacts → |
“ARUM Gestion Privée, c’est une famille qui s’occupe de vous et de l’organisation de votre patrimoine, qui vous garantit la stabilité d’une relation de confiance et qui vous…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Novalia Patrimoinenovaliapatrimoine.fr HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 8 contacts → |
“Novalia Patrimoine | Gestion Privée • Multi-Family Office Novalia Patrimoine se positionne en tant que cabinet de gestion privée indépendant, dédié à orchestrer une harmonie…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Magdaemagdae.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 7 contacts → |
“MAGDAE assists company owners, directors and senior executives with their wealth management - wealth strategy and organisation advice - financial investment advice - property…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Perennity Stratégie & Patrimoineperennity.fr HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 7 contacts → |
“Depuis 2007, Perennity accompagne les familles, particuliers, entrepreneurs, indépendants et dirigeants dans la prise de décision pour l’optimisation de la gestion de leur…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 204 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
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
203 records in the displayed employee bands.
1 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 across the whole France list rather than for Paris, so it is reported there. Company counts and contact totals on this page are exact for Paris, over 204 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 in France
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 Paris, France?
The saved snapshot records 204 matching company records, 3,783 tracked contacts and 919 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 Toulouse, France
- Wealth transfer advisors based in Mumbai, India
- Wealth transfer advisors based in Zurich, Switzerland
- Wealth transfer advisors based in London, United Kingdom
Cite this list
RevenueBase Data Team. Top 25 wealth transfer advisors based in Paris, France. Snapshot: November 6, 2026. https://revenuebase.ai/companies/wealth-transfer-advisors/france/paris.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Wealth 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