Wealth management consulting, including patrimonial audit, tax optimization, retirement planning, 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.
+160,000
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: May 2026
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Leading organizations
Ad patrimoine
B
Wealth management consulting for individuals and professionals. Services include patrimonial audit, savings optimization, tax optimization, real estate investments, insurance, retirement planning, and wealth transmission.
Alter finances
B
Wealth management consulting, including financial and real estate investments, tax optimization, and retirement planning.
De Sancy Patrimoine
A
Patrimonial wealth management advisory services, including financial planning, tax optimization, and wealth transfer strategies.
Initiatives identified among leaders
Orientation vers des investissements responsables dans les recommandations clients
“De Sancy Patrimoine s’engage à orienter ses client...” - De Sancy PatrimoinePromotion du label ISR mis à jour pour renforcer l'investissement socialement responsable et climatique.
“Le cabinet promeut le label ISR (Investissement So...” - Alter financesAccompagnement fiscal pour investissements énergies renouvelables en DOM-TOM
“De Sancy Patrimoine accompagne ses clients dans de...” - De Sancy Patrimoine40% of similar organizations communicate on CSR issues
+257 initiatives collected from 202 similar organizations
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