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List Of All wealth management company Leads in Paris

23 wealth management company in Paris are covered on this page, listed with their contact details and customer ratings. The highest-rated listing here is Serenitys Patrimoine at 5.0★; across the full list, ratings average close to 4.5★. The list was last updated on 10/8/2026 - browse below for full contact details and a link to each business.

23 results · last updated 10/8/2026

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CompanyAddressRatingPhoneEmailWebsiteSocial
Serenitys PatrimoineInvestment service
15 Rue Arsène Houssaye, 75008 Paris, FranceView on Google Maps
5.0(342)
+***77****17View in Leads Searchat**@s******************.comView in Leads Searchwww.serenityspatrimoine.com/
LinkedIn
Asterism Finance - Conseil en Gestion de Patrimoine & Gestion Privée à ParisInvestment service
66 Av. des Champs-Élysées, 75008 Paris, FranceView on Google Maps
5.0(48)
+***89*66*87View in Leads Search-asterism-finance.com/
LinkedInX (Twitter)
BALLMONT Wealth ManagementInvestment service
11 Av. Delcassé, 75008 Paris, FranceView on Google Maps
5.0(8)
+*******6*98View in Leads Searchco*****@b*******.frView in Leads Searchwww.ballmont.fr/
LinkedInInstagramFacebook
Asset Management ParisInvestment service
39 Rue Marbeuf, 75008 Paris, FranceView on Google Maps
5.0(1)
+*********50View in Leads Searchin**@s*******.comView in Leads Searchwww.seven-cm.com/
LinkedInFacebookX (Twitter)
Erasmus Asset ManagementFinancial institution
39 Rue Marbeuf, 75008 Paris, FranceView on Google Maps
5.0(1)
+***7*7***10View in Leads Search-www.erasmusgestion.com/-
F-
Fiduce - Asset management Gestionnaire d'actifs Paris 2 - Bourse 2eme arrondissementFinancial Advisor
3 Rue de la Bourse, 75002 Paris, FranceView on Google Maps
5.0(1)
+***8***9*64View in Leads Search---
HESTIA Investment ManagementProperty Investment
9 Av. Hubert Germain, 75116 Paris, FranceView on Google Maps
5.0(1)
+*****6**679View in Leads Searchco*****@h********.comView in Leads Searchhestia-im.com/
LinkedIn
Monceau Asset ManagementFinancial institution
65 Rue de Monceau, 75008 Paris, FranceView on Google Maps
5.0(1)
+***8*79**98View in Leads Search-monceau-am.com/-
Cercle DALI - Cabinet de conseil et Gestion de Patrimoine Paris 10Investment service
96 Rue de Maubeuge, 75010 Paris, FranceView on Google Maps
4.9(54)
+***8*6***82View in Leads Searchco*****@f****.frView in Leads Searchwww.cercledali.fr/
LinkedIn
Fender Patrimoine - Conseil en investissement à ParisFinancial Advisor
15 Rue des Halles, 75001 Paris, FranceView on Google Maps
4.9(28)
+**66*97*733View in Leads Searcham****@f****************.frView in Leads Searchfender-patrimoine.fr/
LinkedIn
Laurenza Alix - Wealth Management Consulting Investment Financial - Formateur.Investment service
4 Rue Dranem, 75011 Paris, FranceView on Google Maps
4.9(10)
+**6*787*726View in Leads Searchhe**@p*****.frView in Leads Searchal-conseilsfinancier.fr/fr-
PARIS CONSEILSInvestment service
14 Rue du Cloitre Notre Dame, 75004 Paris, FranceView on Google Maps
4.8(74)
+***8766*791View in Leads Searchco*****@p************.frView in Leads Searchwww.parisconseils.com/-
Optivest | Cabinet de conseil en gestion de patrimoine en ligneInvestment service
4 Rue d'Arras, 75005 Paris, FranceView on Google Maps
4.8(25)
+**769**9925View in Leads Search-optivest.fr/
Instagram
Axa Investment Managers ParisFinancial institution
Tour Majunga La Défense, 6 Pl. de la Pyramide, 92800 Puteaux, FranceView on Google Maps
4.8(8)
+*******7*00View in Leads Search-www.axa-im.fr/-
Swen Capital PartnersInvestment service
14 Rue Roquépine, 75008 Paris, FranceView on Google Maps
4.8(5)
+*****68*800View in Leads Searchco*****@s******.frView in Leads Searchwww.swen-cp.fr/
LinkedInYouTube
VW
VIA Wealth ManagementInvestment service
41 Rue Saint-Ferdinand, 75017 Paris, FranceView on Google Maps
4.7(15)
+**68*7***90View in Leads Search---
Hilbert Wealth ManagementFinancial Advisor
2 Rue Turgot, 75009 Paris, FranceView on Google Maps
4.7(13)
+***876**762View in Leads Searchco*****@h*********.comView in Leads Searchhilbert-wm.com/
LinkedInInstagramFacebook
Cyrus Herez Paris – Gestion Privée, Gestion de Fortune, Family OfficeInvestment service
50 Bd Haussmann, 75009 Paris, FranceView on Google Maps
4.6(172)
+*****9***23View in Leads Searchco*****@c**********.frView in Leads Searchwww.cyrus-herez.fr/
LinkedInInstagramFacebook
KAYS Wealth ManagementInvestment service
240 Rue de Rivoli, 75001 Paris, FranceView on Google Maps
4.4(116)
+***8*****91View in Leads Searchut*********@d******.comView in Leads Searchwww.kays-wm.com/-
Colliers International Investment & Asset managementProperty management company
52 Bd Malesherbes, 75008 Paris, FranceView on Google Maps
3.7(3)
+***7****700View in Leads Search-www.colliersglobalinvestors.com/
LinkedInX (Twitter)YouTube
Natixis Wealth ManagementBank
31 Av. Pierre 1er de Serbie, 75016 Paris, FranceView on Google Maps
2.3(18)
+****8*97*00View in Leads Search-www.wealthmanagement.natixis.com/
LinkedIn
Swiss Life Asset Managers FranceFinancial institution
122 Rue La Boétie, 75008 Paris, FranceView on Google Maps
1.0(1)
+********607View in Leads Search-fr.swisslife-am.com/-
Opera Wealth ManagementFinancial Advisor
15/17 Rue Scribe, 75009 Paris, FranceView on Google Maps
-+***77****50View in Leads Search-opera-equipage.com/-

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