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.
EmpCo Directive — September 27, 2026
We analyzed the websites of over 250,000 companies, including Haussmann 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: June 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
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.
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.
Initiatives identified among leaders
Orientation vers des investissements responsables pour les clients
“De Sancy Patrimoine s'engage à orienter ses client...” - De Sancy PatrimoineObtention d'un label de transparence
“Visiance a obtenu le label de transparence décerné...” - VisianceOffre d'investissements intégrant critères ESG et PER pour répondre à la demande client.
“Astoria Finance observe une demande croissante de ...” - Astoria Finance50% of similar organizations communicate on CSR issues
+542 initiatives collected from 261 similar organizations
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