Top 10 Wealth Management Companies in France

We’re tracking 2,723 Wealth Management companies in France.

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Companies	Employees	HQ location	Revenue	Founded	Estimated Traffic	Industries
Rothschild & Co	View 5,230 employees	🇫🇷 Île-De-France, Paris+97	$ >1000M	1798	669,896	Advice, Consulting
Amundi	View 5,745 employees	🇫🇷 Île-De-France, Paris+10	$ >1000M	2010	423,279	Asset Management, Consulting
Ag2R La Mondiale	View 6,152 employees	🇫🇷 Paris+24	$ 500-1000M	2008	6,444,215	Financial Services, Retirement
Derichebourg Multiservices Holding	View 3,517 employees	🇫🇷 Créteil+9	$ 500-1000M	2007	50,195	Consulting, Civil Engineering
Swiss Life France	View 2,717 employees	🇫🇷 Ile-de-France, Levallois Perret+12	$ 500-1000M	1898	738,753	Insurance, Financial Services
Iq-Eq	View 4,363 employees	🇫🇷 Paris, Ile-de-France, Paris+22	$ 500-1000M	1896	179,376	Advice, Consulting
BNP Paribas Wealth Management	View 2,039 employees	🇫🇷 Paris, Ile-de-France, Paris+1989	$ 500-1000M	1966	30,972	Finance, Financial Services
BNP Paribas Banque Privée	View 77 employees	🇫🇷 Paris, Ile-de-France, Paris+42	$ 500-1000M	1954	1,892,208	Finance, Financial Services
Primonial	View 353 employees	🇫🇷 Paris, Ile-de-France, Paris+4	$ 500-1000M	1989	126,762	Advice, Financial Services
Uff	View 2,240 employees	🇫🇷 Hauts-de-Seine, Ile-de-France, Bois-colombes+23	$ 100-500M	1968	220,780	Financial Services, Retirement
Rothschild & Co	View 5,230 employees	🇫🇷 Île-De-France, Paris+97	$ >1000M	1798	669,896	Advice, Consulting
Amundi	View 5,745 employees	🇫🇷 Île-De-France, Paris+10	$ >1000M	2010	423,279	Asset Management, Consulting
Ag2R La Mondiale	View 6,152 employees	🇫🇷 Paris+24	$ 500-1000M	2008	6,444,215	Financial Services, Retirement
Derichebourg Multiservices Holding	View 3,517 employees	🇫🇷 Créteil+9	$ 500-1000M	2007	50,195	Consulting, Civil Engineering
Swiss Life France	View 2,717 employees	🇫🇷 Ile-de-France, Levallois Perret+12	$ 500-1000M	1898	738,753	Insurance, Financial Services
Iq-Eq	View 4,363 employees	🇫🇷 Paris, Ile-de-France, Paris+22	$ 500-1000M	1896	179,376	Advice, Consulting
BNP Paribas Wealth Management	View 2,039 employees	🇫🇷 Paris, Ile-de-France, Paris+1989	$ 500-1000M	1966	30,972	Finance, Financial Services
BNP Paribas Banque Privée	View 77 employees	🇫🇷 Paris, Ile-de-France, Paris+42	$ 500-1000M	1954	1,892,208	Finance, Financial Services
Primonial	View 353 employees	🇫🇷 Paris, Ile-de-France, Paris+4	$ 500-1000M	1989	126,762	Advice, Financial Services
Uff	View 2,240 employees	🇫🇷 Hauts-de-Seine, Ile-de-France, Bois-colombes+23	$ 100-500M	1968	220,780	Financial Services, Retirement

1. Rothschild & Co

Rothschild & Co, headquartered in Paris, France, stands as a prestigious name in global finance, with deep roots in wealth management. The company excels in offering sophisticated financial advice and services to high-net-worth individuals, families, and institutions. In France, Rothschild & Co leverages its historic expertise and vast network to provide customized wealth management solutions that cater to the unique needs and goals of its clients, ensuring their wealth not only grows but is also preserved across generations.

Location 🇫🇷 Île-De-France, Paris	Size View 5,230 employees
Revenue $ >1000M	Industries Financial Services, Professional Services, Lending and Investments
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2. Amundi

Amundi, headquartered in Paris, France, stands as one of Europe’s largest asset management firms. In the wealth management sector, Amundi offers a diverse portfolio of investment solutions tailored to meet the nuanced needs of institutional clients, corporations, and private investors across France. Leveraging advanced financial technology and deep market insights, Amundi focuses on delivering sustainable asset growth and personalized wealth management strategies to help clients achieve their financial goals effectively and responsibly.

Location 🇫🇷 Île-De-France, Paris	Size View 5,745 employees
Revenue $ >1000M	Industries Financial Services, Professional Services, Community and Lifestyle
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3. Ag2R La Mondiale

Ag2R La Mondiale, based in France, is a major player in the wealth management industry, known for its comprehensive range of insurance and financial services tailored for individual and corporate clients. The company excels in creating customized solutions that cater to the unique financial needs of their clients, supporting them in asset management, retirement planning, and risk assessment. Ag2R La Mondiale combines local expertise with robust financial strategies to optimize client investments and ensure financial security in France’s dynamic market.

Location 🇫🇷 Paris	Size View 6,152 employees
Revenue $ 500-1000M	Industries Financial Services, Community and Lifestyle, Professional Services, Health Care
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4. Derichebourg Multiservices Holding

Derichebourg Multiservices Holding, located in France, is primarily known for its multifaceted service solutions in sectors such as environmental services and business support. In the wealth management segment, this Paris-based company extends its expertise to finance and asset management, helping clients optimize their investment strategies and financial planning. Derichebourg’s approach to wealth management exemplifies their commitment to providing tailored solutions that suit the diverse needs of their clients, enhancing both service quality and financial security in the competitive French market.

Location 🇫🇷 Créteil	Size View 3,517 employees
Revenue $ 500-1000M	Industries Professional Services, Science and Engineering, Financial Services
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5. Swiss Life France

Swiss Life France, part of the Swiss Life Group, is a prominent player in the wealth management sector in France. The company is dedicated to offering tailored insurance and wealth solutions designed to enhance financial security and personal freedom across various life stages. Swiss Life France provides sophisticated estate planning, wealth accumulation, and retirement planning services, addressing the unique financial needs and objectives of its clients. This strategic focus enables clients to plan their futures with confidence, leveraging Swiss Life’s strong heritage of risk management and personalized service.

Location 🇫🇷 Ile-de-France, Levallois Perret	Size View 2,717 employees
Revenue $ 500-1000M	Industries Financial Services, Professional Services, Community and Lifestyle
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6. Iq-Eq

Iq-Eq, located in France, provides specialist financial services to a global client base, including wealth management, fund administration, and corporate services. Their wealth management sector in France focuses on offering clients comprehensive solutions that prioritize fiscal efficiency and asset protection, catering especially to high-net-worth individuals and family offices. Iq-Eq combines local expertise with their extensive international network to deliver tailored advice that helps clients navigate the complexities of wealth preservation and growth in a dynamic market environment.

Location 🇫🇷 Paris, Ile-de-France, Paris	Size View 4,363 employees
Revenue $ 500-1000M	Industries Professional Services, Financial Services
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7. BNP Paribas Wealth Management

BNP Paribas Wealth Management, located in France, stands as a vital branch of the broader BNP Paribas Group, serving affluent clients with a diverse array of financial and investment services. Dedicated to delivering customized wealth management solutions, the firm helps clients in France and globally navigate complex financial landscapes, optimize their wealth strategies, and achieve their financial goals. Engaged in wealth planning, investment management, and estate planning services, BNP Paribas Wealth Management is distinguished by its holistic approach to addressing the unique needs of high-net-worth individuals.

Location 🇫🇷 Paris, Ile-de-France, Paris	Size View 2,039 employees
Revenue $ 500-1000M	Industries Financial Services, Professional Services, Lending and Investments
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8. BNP Paribas Banque Privée

BNP Paribas Banque Privée, located in France, stands as a prominent segment of BNP Paribas dedicated to providing tailored wealth management solutions. This institution assists affluent individuals in managing, protecting, and growing their wealth through personalized financial planning and investment strategies. Its comprehensive service suite includes estate planning, tax optimization, and investment advisory services, making it a key player in the French wealth management landscape. BNP Paribas Banque Privée is committed to leveraging its global expertise to meet the sophisticated needs of its clients.

Location 🇫🇷 Paris, Ile-de-France, Paris	Size View 77 employees
Revenue $ 500-1000M	Industries Financial Services, Lending and Investments, Professional Services
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9. Primonial

Primonial, headquartered in Paris, France, is a prominent figure in the wealth management sector. This company specializes in providing tailor-made investment solutions that cover a range of asset classes including real estate, securities, and insurance products. Primonial’s approach is crafted to meet the unique financial goals and circumstances of its clients, making it a trusted partner for investors seeking comprehensive, personalized wealth management strategies. With a robust presence in the French market, Primonial continues to strengthen its services, focusing on innovative and client-centered investment opportunities.

Location 🇫🇷 Paris, Ile-de-France, Paris	Size View 353 employees
Revenue $ 500-1000M	Industries Financial Services, Professional Services, Community and Lifestyle
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10. Uff

Uff, headquartered in France, is a distinguished player in the wealth management industry, catering specifically to private clients, businesses, and institutions. Known for their comprehensive array of financial solutions, Uff specializes in asset management, financial planning, and investment advice tailored to the unique needs of their clientele. Their strategic approach not only assists clients in France but also extends sophisticated financial guidance aimed at fostering long-term growth and wealth preservation. Uff’s commitment to client-focused service helps secure their position as a trusted advisor in wealth management within the region.

Location 🇫🇷 Hauts-de-Seine, Ile-de-France, Bois-colombes	Size View 2,240 employees
Revenue $ 100-500M	Industries Financial Services, Professional Services, Community and Lifestyle
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