
Provides wealth management services, including patrimonial audits, tax optimization, retirement planning, and asset transmission for individuals and businesses.
A
CSR Analysis score
The organization is among the top 5% of organizations with the most committed CSR positioning, among comparable organizations.
EmpCo Directive — September 27, 2026
We analyzed the websites of over 250,000 companies, including Attitude Patrimoine's, to extract CSR initiatives and communications containing risky environmental claims.
Greenwashing risk score + your position within your sector
+250,000
Total organizations analyzedAnalysis by axis
Access the detailed report with all sector benchmarks, in-depth competitive analysis and actionable recommendations.
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
CFGP
B
Provides wealth management advice for individuals and businesses, focusing on tax optimization, retirement planning, succession, and asset management.
De Sancy Patrimoine
A
Wealth management advisory services, including patrimonial organization, optimization, and transmission. Financial investments, real estate investments, tax optimization, retirement, and social protection planning for professionals and individuals.
AS Finance Conseil
A
Wealth management and financial investment advisory services. Assistance in the creation, enhancement, preservation, and transmission of private and professional assets. Expertise in patrimonial engineering, financial investments, tax optimization, and retirement planning.
Initiatives identified among leaders
Recommandation d'investissement dans le FIP Corse pour défiscalisation et développement économique local
“AS Finance Conseil recommande à ses clients d'inve...” - AS Finance ConseilÉvaluation et amélioration continue des incidences négatives en matière de durabilité des produits financiers
“AS Finance Conseil évalue les incidences négatives...” - AS Finance ConseilIntégration des critères ESG dans les décisions financières pour des investissements responsables
“AS Finance Conseil s'engage à intégrer les critère...” - AS Finance Conseil56% of similar organizations communicate on CSR issues
+527 initiatives collected from 284 similar organizations
Is your score incomplete? Update your CSR information and improve your positioning.
Claim this page
Updated data
Personalized recommendations
Access complete data, competitive analyses and actionable recommendations for your clients.
Comprehensive sector benchmarks
Competitive data
Ready-to-use reports