Company lists · Data refreshed September 2026

Top 25 Wealth transfer specialists based in Paris, France

Name: Wealth transfer specialists based in Paris, France
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 296 companies tracked

RevenueBase identified 296 wealth transfer specialists headquartered in Paris, France as of September 2026 and tracks 7,523 professional contacts across them, including 1,878 with verified work emails. Paris is the largest hub.

This list covers wealth transfer specialists headquartered in Paris, France, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 22, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 22, 2026 86% judged on-target in blind review

296Companies

7,523Contacts tracked

1,878Verified emails

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The 25 largest wealth transfer specialists based in Paris, France

Ranked by team size

Top 25 of 296 wealth transfer specialists based in Paris, France, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to wealth transfer specialists: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Indosuez Wealth Management	Partial evidence	Paris, FranceHQ checked Sep 22, 2026	1,001-5,000	2,141 contacts →
	Partial evidence “Indosuez Wealth Management is the global wealth management brand of Crédit Agricole Group, ranked 9th largest bank in the world based on balance sheet (The Banker 2024).” Source: RevenueBase Database · checked Sep 22, 2026
2	Louvre Banque Privée	Indirect evidence	Paris, FranceHQ checked Sep 22, 2026	501-1,000	565 contacts →
	Indirect evidence “Louvre Banque Privée, créée en 1963 et filiale de La Banque Postale, propose une offre globale à destination d’une clientèle patrimoniale de familles, chef d’entreprises…” Source: RevenueBase Database · checked Sep 22, 2026
3	Laplace	Indirect evidence	Paris, FranceHQ checked Sep 22, 2026	501-1,000	401 contacts →
	Indirect evidence “Laplace, une marque du groupe Crystal, référence du conseil en gestion privée depuis plus de 30 ans.” Source: RevenueBase Database · checked Sep 22, 2026
4	Groupe Quintésens	Indirect evidence	Paris, FranceHQ checked Sep 22, 2026	201-500	243 contacts →
	Indirect evidence “Entité de Pluralle Groupe, Groupe Quintésens est un cabinet spécialisé en gestion de patrimoine global.” Source: RevenueBase Database · checked Sep 22, 2026
5	L&a Finance	Indirect evidence	Paris, FranceHQ checked Sep 22, 2026	51-200	154 contacts →
	Indirect evidence “Comment votre patrimoine peut-il refléter votre parcours de vie tout en préparant votre avenir?” Source: RevenueBase Database · checked Sep 22, 2026
6	Norman K	Indirect evidence	Paris, FranceHQ checked Sep 22, 2026	51-200	69 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026
7	Jeausserand Audouard	Indirect evidence	Paris, FranceHQ checked Sep 22, 2026	11-50	66 contacts →
	Indirect evidence “Les équipes de Jeausserand Audouard accompagnent les entrepreneurs, dirigeants, investisseurs et personnes fortunées lors d’opérations complexes et stratégiques, en matière…” Source: RevenueBase Database · checked Sep 22, 2026
8	BPA	Indirect evidence	Paris, FranceHQ checked Sep 22, 2026	51-200	65 contacts →
	Indirect evidence “Bonjour et Bienvenue chez BPA!” Source: RevenueBase Database · checked Sep 22, 2026
9	Cheval Blanc Patrimoine	Indirect evidence	Paris, FranceHQ checked Sep 22, 2026	11-50	58 contacts →
	Indirect evidence “Élu meilleur cabinet de gestion de patrimoine par les professionnels en 2025.” Source: RevenueBase Database · checked Sep 22, 2026
10	Mirari Wealth Management	Partial evidence	Paris, FranceHQ checked Sep 22, 2026	11-50	51 contacts →
	Partial evidence “Chez MIRARI Wealth Management, nous rendons la gestion privée accessible à tous et proposons une stratégie personnalisée à nos clients.” Source: RevenueBase Database · checked Sep 22, 2026
11	Cabinet IGC	Indirect evidence	Paris, FranceHQ checked Sep 22, 2026	51-200	48 contacts →
	Indirect evidence “Au Cabinet IGC, nous mettons notre expertise en gestion de patrimoine au service de votre retraite, en vous proposant des solutions d’investissement sur mesure et optimisées.” Source: RevenueBase Database · checked Sep 22, 2026
12	Perlib	Indirect evidence	Paris, FranceHQ checked Sep 22, 2026	11-50	46 contacts →
	Indirect evidence “Expert de la gestion de patrimoine pour tous.” Source: RevenueBase Database · checked Sep 22, 2026
13	Kays Wealth Management	Partial evidence	Paris, FranceHQ checked Sep 22, 2026	11-50	45 contacts →
	Partial evidence “KAYS Wealth Management est né d’un constat établi par les associés du groupe sur ces 15 dernières années, à savoir un manque de conseil en matière d’investissements et…” Source: RevenueBase Database · checked Sep 22, 2026
14	Culture Patrimoine	Indirect evidence	Paris, FranceHQ checked Sep 22, 2026	11-50	36 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 22, 2026
15	Tissier DE Mallerais & Associés	Indirect evidence	Paris, FranceHQ checked Sep 22, 2026	11-50	34 contacts →
	Indirect evidence “Tissier de Mallerais & Associés est l'un des principaux Cabinets de Gestion Privée et de Gestion de Patrimoine d'AXA.” Source: RevenueBase Database · checked Sep 22, 2026
16	Epsilium	Indirect evidence	Paris, FranceHQ checked Sep 22, 2026	11-50	30 contacts →
	Indirect evidence “Conseil en gestion de patrimoine du particulier.” Source: RevenueBase Database · checked Sep 22, 2026
17	Evolve	Indirect evidence	Paris, FranceHQ checked Sep 22, 2026	11-50	29 contacts →
	Indirect evidence “Evolve, spécialiste de la gestion privée, accompagne les particuliers, tels que les chefs d'entreprises, les cadres et les professions libérales, ainsi que les sociétés, dans la…” Source: RevenueBase Database · checked Sep 22, 2026
18	Pluralle Groupe	Indirect evidence	Paris, FranceHQ checked Sep 22, 2026	501-1,000	28 contacts →
	Indirect evidence “Pluralle Groupe rassemble plusieurs entités, créées pour répondre à TOUTES vos problématiques patrimoniales : Réduire vos impôts Investir dans l'immobilier locatif Mettre votre…” Source: RevenueBase Database · checked Sep 22, 2026
19	Matignon Finances	Indirect evidence	Paris, FranceHQ checked Sep 22, 2026	1-10	27 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026
20	Agora Finance	Indirect evidence	Paris, FranceHQ checked Sep 22, 2026	11-50	25 contacts →
	Indirect evidence “AGORA Finance est un cabinet spécialisé dans le conseil en gestion de patrimoine financier et immobilier agréé par l'AMF (Autorité des Marchés Financiers).” Source: RevenueBase Database · checked Sep 22, 2026
21	LES Hermines	Indirect evidence	Paris, FranceHQ checked Sep 22, 2026	1-10	23 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 22, 2026
22	Opale Gestion Privée	Indirect evidence	Paris, FranceHQ checked Sep 22, 2026	11-50	23 contacts →
	Indirect evidence “Opale Gestion Privée est une entreprise familiale de Conseil en Gestion de Patrimoine Indépendant.” Source: RevenueBase Database · checked Sep 22, 2026
23	Haussmann Patrimoine	Indirect evidence	Paris, FranceHQ checked Sep 22, 2026	11-50	21 contacts →
	Indirect evidence “Faire mieux que votre Banque Privée.” Source: RevenueBase Database · checked Sep 22, 2026
24	Côme Maison Of Finance	Partial evidence	Paris, FranceHQ checked Sep 22, 2026	11-50	20 contacts →
	Partial evidence “Our Maison of Finance brings together all wealth management services: wealth engineering, consolidated reporting, family governance and succession, property, lifestyle, and…” Source: RevenueBase Database · checked Sep 22, 2026
25	Pierre & Placements	Indirect evidence	Paris, FranceHQ checked Sep 22, 2026	11-50	19 contacts →
	Indirect evidence “PIERRE ET PLACEMENTS est un cabinet de gestion de patrimoine indépendant créé en 2003.” Source: RevenueBase Database · checked Sep 22, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: wealth transfer specialists. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names wealth transfer specialists.
Partial evidence: Its own public description names part of wealth transfer specialists, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth transfer specialists. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 296 wealth transfer specialists based in Paris, France

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Wealth transfer specialists based in Paris, France at a glance

As of Sep 22, 2026

25.0%Verified-email coverage

25.4Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · Paris

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

232

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 296 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among wealth transfer specialists, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Paris, France whose own description of what they do matches “wealth transfer specialists”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names wealth transfer specialists), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among wealth transfer specialists, and records with no verified work email. Companies headquartered outside Paris are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 1,878 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 22, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Wealth transfer specialists by metro in France

Wealth transfer specialists in Paris296
Wealth transfer specialists in Lyon60
Wealth transfer specialists in Bordeaux39
Wealth transfer specialists in Toulouse34

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names wealth transfer specialists, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many wealth transfer specialists are there based in Paris, France?

RevenueBase identified 296 wealth transfer specialists headquartered in Paris, France as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Indosuez Wealth Management, headquartered in Paris, tops this list with the largest team on record.

Which city has the most wealth transfer specialists?

Paris leads with 296 headquartered companies, followed by Lyon (60) and Bordeaux (39).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 1,878 verified decision-maker contacts tracked across these 296 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 22, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.