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.
+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: June 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.
Astoria Finance
B
Wealth management advisory services, including financial investments, life insurance, tax optimization solutions, and business owner support.
Traditia
B
Wealth management services including financial and real estate investment advice, tax optimization, health and providence, social protection and collective insurance, corporate financial engineering, and associative and cultural heritage.
Initiatives identified among leaders
Offre d'investissements intégrant critères ESG et PER pour répondre à la demande client.
“Astoria Finance observe une demande croissante de ...” - Astoria FinanceOrganisation d'un prix pour récompenser des actions de préservation du patrimoine
“Traditia organise un prix pour récompenser des act...” - TraditiaObtention d'un label de transparence
“Visiance a obtenu le label de transparence décerné...” - Visiance44% of similar organizations communicate on CSR issues
+514 initiatives collected from 263 similar organizations
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