
Wealth management services, including patrimonial audit, tax optimization, retirement planning, wealth transmission, and real estate investment. We also provide social protection services for independents, executives, and companies.
+160,000
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: July 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Visiance
B
Wealth management services including financial and real estate asset management, insurance, social protection, and patrimonial, tax, and financial engineering. We also provide consulting services to businesses and their executives.
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.
Haussmann Patrimoine
A
Wealth management advisory services, including financial and real estate investment solutions, global patrimonial support, insurance contract management, real estate transactions, patrimonial engineering, family office services, and tax optimization.
Initiatives identified among leaders
Sponsoring et dons à des associations caritatives en 2020 et 2021
“Haussmann Patrimoine a sponsorisé un équipage part...” - Haussmann PatrimoineOffre de services de protection sociale
“Visiance propose des solutions d'épargne salariale...” - VisianceSponsoring et dons à des associations caritatives en 2020 et 2021
“Haussmann Patrimoine a sponsorisé un équipage part...” - Haussmann Patrimoine46% of similar organizations communicate on CSR issues
+582 initiatives collected from 237 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