Experts du Patrimoine · Wealth Advisor Contacts

Export French wealth advisors from Experts du Patrimoine — emails, phones, websites, SIREN and ORIAS when the public listing has them.

No login. No API key. Public directory only.

Who is this for?

You are…	Typical goal	Suggested setup
Fintech / insurer B2B	Partner list of CGP and CIF cabinets	Category CGP or CIF, Max advisors 0
Outbound / SDR	CRM file with mailbox and phone	Full directory or a city-heavy category; use the Outreach / CRM dataset view
Family-office research	Segment by service (tax, transfer, AUM)	Category Family office or a service list
Compliance / ops	SIREN + ORIAS on known firms	Profile URLs — paste the pages you already have
Market research	Coverage of the published directory	Full directory, raise Max advisors on a paid plan

What you get by default: name, profile URL, city, phone, website, SIREN, ORIAS when listed.

Email: not every cabinet publishes a mailbox. Rows without email are still exported (and billed cheaper).

Quick start

1. Open the Actor in Apify Console.
2. Keep Mode = Profile URLs (one sample page is already filled).
3. Click Start.
4. Open the Dataset tab — download JSON, CSV or Excel.

For a vertical: set Mode to Category, pick CIF (or CGP / family office), set Max advisors to 20 for a first paid sample, then 0 for the full list.

What it extracts

Category	Fields
Identity	Name, slug, profile URL, description
Contact	Email, phone, phone E.164, website, social links
Address	Street, city, postal code, country, full address
Identifiers	SIREN, ORIAS, AMF approval
Practice	Categories, ORIAS codes (CIF, COA…), staff, experience, AUM, client types, remuneration
Offer	Expertise areas, products, regions, rating

Missing values on the source come back as null or [].

Input

Parameter	Type	Default	Description
mode	string	urls	urls, crawl, or all
startUrls	string[]	sample URL	[urls] Advisor profile pages
categoryUrls	string[]	—	[crawl] Category or service listing pages
maxResults	integer	0	Max profiles. 0 = no extra cap. Free plan: 20 / run

API-only (not on the Console form): maxConcurrency (1–10, default 5), delayBetweenRequests (seconds, default 0), proxyConfiguration.

Profile URLs

{
  "mode": "urls",
  "startUrls": ["https://www.experts-du-patrimoine.fr/societes/osl-conseil/"],
  "maxResults": 5
}

One category

{
  "mode": "crawl",
  "categoryUrls": ["https://www.experts-du-patrimoine.fr/categorie/cif/"],
  "maxResults": 50
}

Full directory

{
  "mode": "all",
  "maxResults": 0
}

Output example

{
  "url": "https://www.experts-du-patrimoine.fr/societes/osl-conseil/",
  "name": "OSL CONSEIL",
  "slug": "osl-conseil",
  "email": "contact@oslconseil.fr",
  "phone": "07 88 56 64 35",
  "phoneE164": "+33788566435",
  "website": "https://oslconseil.fr/",
  "socialLinks": { "linkedin": "https://www.linkedin.com/company/osl-conseil" },
  "address": "13 boulevard Richemond",
  "city": "Caen",
  "zipcode": "14000",
  "country": "France",
  "addressFull": "13 boulevard Richemond, 14000 Caen, France",
  "siren": "814116828",
  "oriasNumber": "15006611",
  "amfApproval": null,
  "description": "OSL Conseil vous accompagne dans la gestion, le développement…",
  "categories": ["CIF"],
  "registrationCategories": ["CIF", "COA", "COBSP"],
  "staffSize": "0 à 1 collaborateurs",
  "experience": "5 à 10 ans",
  "assetsUnderManagement": "Entre 10 et 50 millions",
  "clientTypes": ["Dirigeants", "Pro. libérales", "Retraités", "Salariés"],
  "remuneration": "Honoraires",
  "expertiseAreas": ["Optimisation fiscale", "Transmission du patrimoine"],
  "products": ["Plan d'Épargne Retraite", "Retraite"],
  "regions": [],
  "rating": null
}

Download JSON, CSV, Excel or HTML from the Dataset tab. Use the Outreach / CRM view for a slim contact file.

How much does it cost to scrape Experts du Patrimoine?

Pay-per-event. Actor start is billed once per run (per GB of memory, minimum one event). Each saved profile is billed as with email or without email.

Scenario	Approx. cost (FREE tier)
5 profiles, first Try	< $0.03
20 profiles (Free plan cap)	~$0.03–$0.08
1,000 profiles, mixed emails	~$1.50–$4

Paid Apify plans get the same events at lower per-row prices (Bronze → Diamond). Compute stays low: HTTP only, no browser.

Is scraping Experts du Patrimoine free? The directory is public. This Actor is billed on Apify (compute + PPE). The Apify Free plan exports 20 profiles per run.

Is it legal to scrape Experts du Patrimoine?

This Actor only reads pages Experts du Patrimoine makes public. Profiles can include personal contact details. Make sure your use complies with GDPR and your own policies. See Apify’s overview of web scraping legality.

Local development

npm install
cp .actor/INPUT.json storage/key_value_stores/default/INPUT.json
apify run

Results stay in storage/ on your machine. Use apify push and a cloud run to see them in Console.

Also available

• ORIAS · French Insurance Intermediaries — emails and ORIAS numbers from the official register
• CGP France · Wealth Advisor Offices — CGP France cabinets by city
• CNCGP Annuaire — CNCGP member cabinets

Support

Questions, custom scrapers or integrations: corentin@outreacher.fr.

Ready? Paste a profile URL — or pick CIF — and click Start.