Le principal domaine d'activité de l'entreprise est le conseil en gestion de fortune, en fournissant des services d'ingénierie patrimoniale pour aider les entrepreneurs à gérer et optimiser leur patrimoine de manière performante et résiliente.
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: January 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Azaleo
B
Le principal domaine d'activité de l'entreprise est le conseil en ingénierie et le management de projet, fournissant des services pour améliorer l'efficacité des processus d'ingénierie et la gestion de projets complexes.
harvestate asset management
A
La principale activité de l'entreprise est la gestion d'actifs financiers, ce qui inclut la gestion de portefeuilles d'investissement et le conseil en investissement pour maximiser le rendement des clients.
Investisseur Privé
B
Wealth management services including patrimonial assessment, patrimonial engineering, and patrimonial follow-up. We offer various investments such as life insurance, private debt, tax optimization (Girardin), financial savings, and real estate through SCPI.
Initiatives identified among leaders
Exclusion des Investissements exposés durablement aux énergies fossiles
“Harvestate AM exclut les investissements exposés d...” - harvestate asset managementInformation générale sur le classement du FIA au regard du Règlement SFDR
“Harvestate Asset Management fournit une informatio...” - harvestate asset managementSoutenir un projet sociétal
“Azaleo accompagne Benjamin Ferré, navigateur et av...” - Azaleo28% of similar organizations communicate on CSR issues
+208 initiatives collected from 54 similar organizations
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