Wealth management services for individuals, offering personalized and global advice on financial, tax, real estate, and family issues. The company uses innovative tools to analyze investment solutions and provides regular follow-up to adjust strategies.
B
CSR Analysis score
The organization is among the top 20% of most committed organizations, excluding the top 5%, among comparable organizations.
EmpCo Directive — September 27, 2026
We analyzed the websites of over 250,000 companies, including AdriaWM's, to extract CSR initiatives and communications containing risky environmental claims.
Greenwashing risk score + your position within your sector
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Methodology: Score calculated according to 6 CSR themes (Carbon, Biodiversity, Circular Economy, Sustainable Investments, Governance, Social Impact)
Sources: Public data, CSR reports, documented initiatives, official databases
Last update: October 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Gestion de Patrimoine
B
Wealth management advisory services for individuals and professionals, including savings planning, tax optimization, real estate investment, and business management.
KAYS Wealth Management
A
Wealth management services for individuals and business leaders, including financial, real estate, legal, and tax advisory. The firm offers turnkey solutions for wealth creation and management.
For-u
B
Wealth management services including savings, tax optimization, real estate, and protection for clients' loved ones. The company offers tailored solutions to reduce taxes, grow savings, and secure long-term wealth.
Initiatives identified among leaders
Classement FIP basé sur critères ESG et performance
“KAYS Wealth Management publie un classement des FI...” - KAYS Wealth ManagementÉpargne verte réservée aux moins de 21 ans, investie en fonds écologiques avec exonération fiscale totale.
“Le **plan épargne avenir climat (PEAC)** est un pr...” - For-u56% of similar organizations communicate on CSR issues
+639 initiatives collected from 284 similar organizations
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