Private wealth management, including optimization and securing of assets, financial advice, and administrative support.
+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: December 2025
This analysis is not yet available in English. Please see the French version.
B
The organization is among the top 20% of organizations with the most committed CSR communication, excluding the top 5%, among comparable organizations.
Leading organizations
L&A Finance
B
Private wealth management advisory services, including personalized audits, legal and financial advice, and access to wealth management tools.
Wakerstone
B
Private wealth management services including financial investments, real estate, retirement planning, social protection, and asset transmission.
Agora finance gestion privée
B
Private wealth management and multi-family office services, including financial, real estate, and tax engineering.
Initiatives identified among leaders
Critères du Label Greenfin
“Agora finance gestion privée propose des critères ...” - Agora finance gestion privéeConseiller les clients sur les problématiques ESG
“Wakerstone conseille les clients sur les problémat...” - WakerstoneAdhésion à une initiative pour l'investissement responsable
“Agora finance gestion privée a adhéré aux Principe...” - Agora finance gestion privée50% of similar organizations communicate on CSR issues
+1532 initiatives collected from 100 similar organizations
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