This article showcases our top picks for the best France based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth Management industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
Top France Wealth Management Startups
Data sourced from Crunchbase and SemRush.
Yomoni
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Yomoni is an online private banking-style service in France aiming to make wealth management available to everyone.
Finary
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Finary is a platform that allows everybody to track and manage their wealth online.
Walnut Algorithms
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Walnut Investments is a quantitative investment management company.
Mieuxplacer.com
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Mieuxplacer.com is a free accompaniment for a savings made to measure.
Inovalis Real Estate Investment Trust
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Inovalis is a leading European privately owned company specialised in real estate and financial investments.
Neuroprofiler
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Neuroprofiler is a behavioral finance game to help financial advisors assess the investor profile.
Olifan Group
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Olifan Group is a wealth management firm which provides services such as creation and merger of companies, asset management and control.
MG
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MG is an accounting firm that expertise in taxation, legal, payroll, auditing, consulting, insurance & wealth management advisory services.
B4Finance
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B4Finance is a software provider for the wealth management industry.
Peculium
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Peculium is a transparent crypto savings and investment platform
Groupe Premium
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Groupe Premium offers life insurance and retirement savings solutions for individuals and self-employed workers.
Mon Gerant Prive
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WealthTech | Development and deployment of the next generation wealth management SaaS platform IT Services
Kemper Capital
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Kemper Capital provides wealth management to individuals, families and businesses through investment consulting.
Astoria Finance – SAS
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Astoria Finance is a wealth management firm, the result of bringing together the best know-how in terms of global heritage organization.
Le Conservateur
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Le Conservateur is a provider of wealth management consulting and financial advisory services.
Socic
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Socic is a financial services firm that deals with accounting expertise, online accounting, consulting, and wealth management services.
As-Tech Solutions
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AS-TECH Solutions is a wealth management solutions and technical services editor.
ManyMore
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Manymore provides CRM, FinTech and SaaS solutions for wealth management consultants and insurance companies.
mes‑placements.fr
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mes‑placements.fr is a provider of financial advisory and wealth management services.
Groupe Consultim
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Groupe Consultim is an independent distribution platform of managed properties for retail investors in France.
Peak Financial Services Inc
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PEAK Financial Services is an independent financial services, wealth management, and consulting firm providing diverse guidance and insight.
Natixis Wealth Management
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Natixis Wealth Management designs and implements tailor-made financial solutions to optimize our assets.
Groupe Quintesens
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Groupe Quintesens is a financial company that specializes in wealth management, real estate tax exemption and other related services.
Vulcain
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Vulcain delivers tailor-made solutions in the debt, strategic, mergers & acquisitions advisory services to help clients achieve their goals.
Cogedis
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Cogedis offers accounting, payroll, wealth management, financial planning, legal advice, debt collection, and business consulting services.
Flagship Private Wealth
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Flagship is a company which offers Financial Planning, Retirement Planning, Investment Management & Education Planning services.
Investors Asset Management
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Investors Asset Management™ is a Investment Advisory firm, provides consultancy service on wealth management and company retirement plan
FVI
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FVI is a IT company that provides software for wealth management professionals.
Societe Generale Private Banking
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Societe Generale Private Banking offers wealth management and financial solutions.
Scribe IS
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Scribe IS is a distributor of wealth management and inventory management software for communities and administration.
Dauchez
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Dauchez provides property management service including rental, wealth, and condominium management.
Haussmann Patrimoine
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Haussmann Patrimoine provides wealth management, real estate investments, tax optimization and financial services.
OTEA Capital
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OTEA Capital provides investment and financing services to its clients.
Swiss Life France
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Swiss Life France offers wealth management and social protection, insurance, banking, and financial services.
Smith, Brown & Groover
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Smith, Brown & Groover is a company which offers mutual funds, common stocks, deferred annuities & municipal bonds services.
Expert-Invest
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Expert-Invest is a global wealth management consulting firm.
Pierrepapier
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Pierrepapier offers information and analysis regarding investment and wealth management for the real estate industry.
Selexium
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Selexium is a financial institution that offers wealth management, real estate loans, investment and financial services.
Sanso Investment Solutions
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Sanso Investment Solutions provides responsible and sustainable investment strategies and solutions along with financial planning services.
Schelcher Prince Gestion
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Schelcher Prince Gestion investment management company that specializes in managing financial assets.
Hexalog
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Hexalog provides real estate wealth management software.
Carat Capital
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Carat Capital is a wealth management firm that offers family protection along with real estate, tax and financial planning services.
Groupe Euodia
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Groupe Euodia offers financial, real estate and wealth management advisory services.
Capfinances
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Capfinances offers wealth management, real estate, and transfer of assets services.
Seven Capital Management
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Seven Capital Management provides fund and performance management services.
Adexia
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Adexia offers wealth management, tax exemption, and social protection services.
UAF life Patrimoine
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UAF LIFE Patrimoine is an open architecture distribution platform that offers management of innovative savings and retirement solutions.
Farrall Wealth
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Farrall Wealth offers proficiency in overall wealth management.
Althos Heritage
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Althos Heritage provides wealth management and consulting services.
Pacogest
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Pacogest is a wealth management consulting firm that offers professional advice, heritage solutions and personalized consulting services.
Audipro Group
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Audipro Group is a company that provides Personal insurance and wealth management services.
Vaneau
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Vaneau offers real estate, wealth management, and brokering loan services.
