Wealth management and asset management for individuals and businesses. Financial asset valuation, retirement planning, tax optimization, and wealth transmission.
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 Aesope's, to extract CSR initiatives and communications containing risky environmental claims.
Greenwashing risk score + your position within your sector
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Total organizations analyzedAnalysis by axis
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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: September 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Ascalon Finances
B
Wealth management and financial advisory services for individuals, business owners, and professionals, including capital management, tax optimization, retirement planning, and estate planning.
VIP Conseils
B
Wealth management, capital transmission, retirement planning, financial investment advice, tax optimization, and insurance for individuals, self-employed professionals, and business leaders.
Armorique Patrimoine
B
Wealth management consulting for individuals and businesses, including investment strategies, asset transmission, and real estate investments.
Initiatives identified among leaders
Politique de durabilité alignée sur Taxonomie et SFDR pour transparence ESG.
“ASCALON FINANCES a défini une politique de durabil...” - Ascalon FinancesPolitique de durabilité alignée sur Taxonomie et SFDR pour transparence ESG.
“ASCALON FINANCES a défini une politique de durabil...” - Ascalon Finances46% of similar organizations communicate on CSR issues
+450 initiatives collected from 238 similar organizations
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