Email file of investment advice

France

This list allows you to prospect by email or telephone all investment advisors and wealth management consultants (CGP) in France. Register to view the complete list and order the Excel file.

57€ H.T
Illustration pour la base des conseil en investissement

File contents

  • 9467 lines with company name, address, zip code and city
  • among which 3802 with an e-mail address
  • 8357 website
  • 7081 landline numbers
  • 2092 cell phone numbers
  • 5203 SIRET numbers
  • 5075 legal status and NAF codes
  • 3641 company workforce
  • 4158 title, first name and surname of manager
  • as well as other data collected: social networks, GPS coordinates, rating, number of reviews.

File description


This file is intended for email or phone prospecting of conseil en investissement en France. The emails have been verified by the Cleanmylist.email verification tool, which ensures a very low bounce rate.
Whenever possible, we associate the SIRET number with the NAF code, the legal nature of the company and the name of the manager. To achieve this, we use a misterialization tool based on several algorithms to obtain an optimal fill rate. These algorithms use data from official sources (INSEE Sirène file, Répertoire National des Entreprises).
The data is constantly updated from Google Maps and enriched by our internal processes.
To compile this file, we collected all the results in corresponding to the following activities: Conseil en investissement.
The contacts in this file were collected on 08/05/2025.

File extract

Below is a 10-line extract of the file as delivered, with all data included. Scroll to the right to see all fields.

Company Address Postcode City Phone Email Certificate of incorporation Twitter Facebook Youtube Instagram Linkedin Note Number of reviews Activity GPS coordinates Website Secondary activities Extensions Price level Legal nature NAF code NAF code Ridership Civility of the manager Manager's first name Manager's name
Bright and Smart – Gestion de patrimoine ✨ | Sandrine Couton Rue du Maquis de Saffré 44390 Nort-sur-Erdre +3361*88*81* 5 3 Conseil en investissement 47.4419995,-1.5002783 Conseil en investissement
HERITIUM PATRIMOINE Conseils Gestion de Patrimoine & Stratégie 6 Rue de la Mare Blanche 77186 Noisiel +3366*83*74* 93958429800011 https://www.facebook.com/people/heritium-patrimoine-gestion-de-patrimoine-stratgie-dinvestissement/61576254838393 https://www.instagram.com/heritium_patrimoine http://www.linkedin.com/in/joelbounleng Conseil en investissement 48.849677,2.6217813 https://heritium-patrimoine.com/ Conseil en investissement | Conseiller financier SAS, société par actions simplifiée 6619B Aut. activ. auxil. serv. financ., hors assur. & caisse retr. nca. Monsieur Joel Bounleng
Versailles Patrimoine 12 Bd du Roi 78000 Versailles +3375*98*07* conta*t@v*rs*il*es*pa*ri*oi*e.f* 82944842200016 https://www.youtube.com/@versaillespatrimoine https://www.instagram.com/versailles_patrimoine https://www.linkedin.com/in/cabinet-versailles-patrimoine-1a9631332/?originalsubdomain=fr 4.9 14 Conseil en investissement 48.8107696,2.1266656 https://www.versailles-patrimoine.fr/ Conseil en investissement | | Courtier d'assurances | Gestionnaire de patrimoine immobilier | Conseiller fiscal | Conseil en déclaration fiscale Société civile immobilière 6820B Location de terrains et d'autres biens immobiliers
Caisse d'Epargne Montpellier Louis Blanc 13 Bd Louis Blanc 34000 Montpellier +3343*40*67* elsa@y*ho*.fr 3.8 86 Banque 43.6148687,3.8788344 https://www.agences.caisse-epargne.fr/banque-assurance/montpellier-louis-blanc-id13485000247 Banque | Distributeur de billets | Compagnie d'assurance automobile | Mutuelle de santé | Compagnie d'assurance habitation | Compagnie d'assurance | Conseil en investissement | Compagnie d'assurance-vie | Compagnie d'assurance moto | Banque d'épargne
Caisse d'Epargne Erquy 30 Rue Foch 22430 Erquy +3325*44*37* elsa@y*ho*.fr 5 106 Banque 48.6313435,-2.4649109 https://www.agences.caisse-epargne.fr/banque-assurance/erquy-id14445022147 Banque | Distributeur de billets | Compagnie d'assurance automobile | Mutuelle de santé | Compagnie d'assurance habitation | Compagnie d'assurance | Conseil en investissement | Compagnie d'assurance-vie | Compagnie d'assurance moto | Banque d'épargne
Crédit Mutuel de Bretagne ERQUY 10 Rue Clemenceau 22430 Erquy +3329*63*55* assis*an*e-*pp*i@c*b.f* 30951767000035 4.6 67 Services bancaires pour professionnels 48.6289238,-2.4653129 https://www.cmb.fr/reseau-bancaire-cooperatif/web/recherche-agence-credit-mutuel-de-bretagne/cotes-d-armor/erquy/erquy-22430 Services bancaires pour professionnels | Distributeur de billets | Compagnie d'assurance automobile | Service de conseil en crédit | | Compagnie d'assurance habitation | Banque d'investissement | Conseil en investissement | Compagnie d'assurance moto Caisse locale de crédit mutuel 6419Z Autres intermédiations monétaires Monsieur Nicolas Adam
Caisse d'Epargne Moelan-sur-Mer 5 Rue des Écoles 29350 Moëlan-sur-Mer +3325*89*00* elsa@y*ho*.fr 38316645102522 4.4 30 Banque 47.814099,-3.62823 https://www.agences.caisse-epargne.fr/banque-assurance/moelan-sur-mer-id14445022077 Banque | Distributeur de billets | Compagnie d'assurance automobile | Mutuelle de santé | Compagnie d'assurance habitation | Compagnie d'assurance | Conseil en investissement | Compagnie d'assurance-vie | Compagnie d'assurance moto | Banque d'épargne Caisse d'épargne et de prévoyance à forme coopérative 6419Z Autres intermédiations monétaires
Caisse d'Epargne Le Poire sur Vie 59 Bd des Deux Moulins 85170 Le Poiré-sur-Vie +3325*88*09* elsa@y*ho*.fr 39264009006526 4.9 66 Banque 46.7641551,-1.493878 https://www.agences.caisse-epargne.fr/banque-assurance/le-poire-sur-vie-id14445000644 Banque | Compagnie d'assurance automobile | Mutuelle de santé | Compagnie d'assurance habitation | Compagnie d'assurance | Conseil en investissement | Compagnie d'assurance-vie | Compagnie d'assurance moto | Banque d'épargne Caisse d'épargne et de prévoyance à forme coopérative 6419Z Autres intermédiations monétaires 2 000 à 4 999 salariés
Caisse d'Epargne St Etienne Bellevue 11 Pl. Bellevue 42100 Saint-Étienne +3347*81*25* elsa@y*ho*.fr 3.6 79 Banque 45.4162385,4.3939923 https://www.agences.caisse-epargne.fr/banque-assurance/st-etienne-bellevue-id14265030163 Banque | Distributeur de billets | Compagnie d'assurance automobile | Mutuelle de santé | Compagnie d'assurance habitation | Compagnie d'assurance | Conseil en investissement | Compagnie d'assurance-vie | Compagnie d'assurance moto | Banque d'épargne
Caisse d'Epargne St Etienne le Soleil 59 Rue Tiblier Verne 42000 Saint-Étienne +3347*25*39* 38368683900531 4.4 26 Banque 45.4492301,4.4018626 https://www.agences.caisse-epargne.fr/banque-assurance/st-etienne-le-soleil-id14265030169 Banque | Distributeur de billets | Compagnie d'assurance automobile | Mutuelle de santé | Compagnie d'assurance habitation | Compagnie d'assurance | Conseil en investissement | Compagnie d'assurance-vie | Compagnie d'assurance moto | Banque d'épargne SA à directoire (s.a.i.) 6419Z Autres intermédiations monétaires 1 000 à 1 999 salariés Madame Mauricette Faure

Price

The file is priced at 57€ HT.
Only lines containing an email address are billed, and a 10% ediscount is applied to compensate for any targeting errors.

FAQ

Frequently asked questions

Contacts can be downloaded in Excel (XLSX) or CSV (semicolon separator) format.
They contain the following fields.
  • Company name
  • Address
  • Postcode
  • Telephone number (if available)
  • Email address (if available)
  • Social networks (if available)
  • Website (if available)
Businesses are extracted in real time from Google Maps, so they're always up to date.
They are then enriched :
  • with email addresses, systematically tested with the verification tool Cleanmylist.email
You can download an extract of the first few lines of the file before ordering, to ensure that the data matches your requirements.
We are the only ones to check the validity of email addresses with a market-recognized tool (Cleanmylist.email). Only verified email addresses are supplied, so you can be sure you won't have any problems with your emailing platform.
Our credit system is among the most advantageous on the market. With us, there's no commitment, no subscription; you only pay for the data you download when you need it.
In France, it is legal to prospect a professional by email without their consent, provided that the offer is related to their professional activity. Our files only contain professional data that is publicly available on the Internet.
Payment is by credit card or PayPal.
You will receive an invoice by email a few minutes after your payment.
The invoice will be issued by the Spirion company, registered in France under the number 515023273 in the Paris trade register.
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