This file allows you to prospect by email or telephone investment advisor / financial advisor in department Rhône (69). Register to view the complete list and order the Excel file.
For the entire country, see : the email database of Investment advisor / Financial advisor in France
Are you looking for a B2B prospecting list to contact investment advisor / financial advisor in department 69? This database contains 559 companies with 245 verified email addresses, ready to be used for your email or phone campaigns.
Ce fichier cible les conseillers en gestion de patrimoine et en investissement financier. Profil recherché par les sociétés de gestion d'actifs, les assureurs vie, les plateformes d'investissement et les éditeurs de logiciels patrimoniaux.
Every email address in the file undergoes an automatic check via Cleanmylist.email before being included. Invalid addresses, full inboxes, and expired domains are removed. The result: a low bounce rate and campaigns that land in the inbox.
The database isn't limited to email addresses. For each company, you'll find the full mailing address, landline and mobile phone numbers (when available), the website, and social media profiles. In France, we enrich the data with the SIRET number, NAF code, legal status, number of employees, and the name of the CEO by cross-referencing with official sources (INSEE’s Sirène database, National Business Directory).
The data is sourced from Google Maps and updated regularly. This file was last updated on 13/04/2026. These aren't old contacts that have been sitting in a database for years: closed businesses are removed with each update, and new ones are added.
In practical terms, this file is used to provide your sales team with qualified leads, launch targeted email campaigns to investment advisor / financial advisor, or enrich your CRM with up-to-date data. The Excel format allows for direct import into most lead generation tools and email marketing platforms on the market.
To compile this file, we collected all the results in department 69 corresponding to the following activities: Conseiller financier, Conseil en investissement.
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 | Certificate of incorporation | Youtube | 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 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Crédit Social des Fonctionnaires - CSF agence de Lyon | 47 Rue Maurice Flandin | 69003 | Lyon | +3347*60*42* | DPO-G*ou*e-*SF@*sf.*r | 4.8 | 112 | Établissement de crédit | 45.7578302,4.8629083 | https://www.csf.fr/?utm_source=gmb | Établissement de crédit | Service de conseil en crédit | Fondation | Conseil en investissement | |||||||||||||||
| FERREN François Assurances de personnes SwissLife Arnas | 257 Chem. de la Croix Barnoud | 69400 | Arnas | +3376*16*21* | 5 | 4 | Agent d’assurance | 46.0181767,4.7072826 | https://agences.swisslife.fr/fr/france-FR/0079687/ferren-francois/details?utm_source=google&utm_medium=seo&utm_campaign=gmb | | | Mutuelle de santé | Compagnie d'assurance | Conseil en investissement | Compagnie d'assurance-vie | ||||||||||||||||
| Montoux Gestion Privée | 70 Margarat | 69610 | Meys | +3367*83*17* | conta*t@m*nt*ux*es*io*pr*ve*.fr | 82297051300021 | 5 | 7 | Conseil en investissement | 45.6848468,4.3864569 | https://www.montouxgestionprivee.fr/ | Conseil en investissement | Planificateur financier | Courtier d'assurances | Société à responsabilité limitée (sans autre indication) | 6622Z | Activités des agents et courtiers d'assurances | Unités non employeuses | Monsieur | Jerome | Montoux | |||||||
| CYNAE - VIA Gestion de Patrimoine | 12b Rue Professeur Deperet | 69160 | Tassin-la-Demi-Lune | +3367*86*99* | p.pil*ti@*ia*ap.*om | 4.9 | 21 | Gestionnaire de patrimoine immobilier | 45.7591243,4.759596 | https://www.via-ap.com/lyon2/ | Gestionnaire de patrimoine immobilier | | Conseil en investissement | Investissement immobilier | Conseiller fiscal | |||||||||||||||
| Cabinet Pauline Robert - Conseil et Gestion de Patrimoine | 19 Rue César Paulet | 69660 | Collonges-au-Mont-d'Or | +3376*78*23* | 5 | 22 | Conseil en investissement | 45.8192042,4.8411017 | Conseil en investissement | |||||||||||||||||
| Cassandra CLEMENSON | 17 Rue Jean Rostand | 69780 | Mions | +3378*55*25* | suppo*t@z*al.*o | 99175059700015 | 5 | 1 | Conseil en investissement | 45.6570589,4.9511644 | https://zcal.co/cassandra-clemenson | Conseil en investissement | Entrepreneur individuel | 6831Z | Agences immobilières | Unités non employeuses | Madame | Cassandra | Clemenson | |||||||
| Résonance Gestion Privée | 233 Grande Rue | 69600 | Oullins-Pierre-Bénite | +3376*65*05* | conta*t@r*so*an*e-*es*io*pr*ve*.co* | 99381415100011 | https://www.instagram.com/resonancegestionprivee | http://www.linkedin.com/in/quentin-martins-279531273 | 5 | 10 | Conseiller financier | 45.7099264,4.799805 | http://resonance-gestionprivee.com/?utm_source=gmb | | Conseil en investissement | Conseil en déclaration fiscale | Société à responsabilité limitée (sans autre indication) | 6619B | Aut. activ. auxil. serv. financ., hors assur. & caisse retr. nca. | Unités non employeuses | ||||||||
| Caisse d'Epargne St Laurent de Chamousset | Pl. Neuve | 69930 | Saint-Laurent-de-Chamousset | +3342*84*98* | st.la*re*t.c*am*us*et@*rl*m.c*m | 4.3 | 54 | Banque | 45.7388735,4.4658415 | https://www.agences.caisse-epargne.fr/banque-assurance/st-laurent-de-chamousset-id13825030106 | 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 Jean Jaures | 65 Av. Jean Jaurès | 69007 | Lyon | +3342*84*98* | 51296813200013 | 3.6 | 193 | Mutuelle de santé | 45.7482609,4.843957 | https://www.agences.caisse-epargne.fr/banque-assurance/jean-mace-id13825030189 | Mutuelle de santé | Distributeur de billets | Compagnie d'assurance automobile | Banque | Compagnie d'assurance habitation | Compagnie d'assurance | Conseil en investissement | Compagnie d'assurance-vie | Compagnie d'assurance moto | Banque d'épargne | Société à responsabilité limitée (sans autre indication) | 6820B | Location de terrains et d'autres biens immobiliers | Unités non employeuses | Madame | Sylvie | Texier | ||||||||
| Caisse d'Epargne Grange Rouge | 105 Av. Paul Santy | 69008 | Lyon | +3342*84*42* | 3.9 | 133 | Mutuelle de santé | 45.7282292,4.8777381 | https://www.agences.caisse-epargne.fr/banque-assurance/grange-rouge-id13825030199 | Mutuelle de santé | Distributeur de billets | Compagnie d'assurance automobile | Banque | Compagnie d'assurance habitation | Compagnie d'assurance | Conseil en investissement | Compagnie d'assurance-vie | Compagnie d'assurance moto | Banque d'épargne |
The complete file is available at a price of 9,00€ HT.
Only lines containing an email address are billed, and a 10% ediscount is applied to compensate for any targeting errors.
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