Financial and wealth management advisory services for entrepreneurs, individuals, families, and independent professionals.
+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
Maubourg Patrimoine
A
Independent financial advisory services for families, liberal professions, and business owners, focusing on financial investments, retirement planning, tax optimization, and wealth transmission.
agence-ballester-grand
B
Financial advisory services for individuals, business owners, and self-employed professionals, focusing on insurance, retirement planning, and wealth management.
Aegis Financial
B
Financial planning and wealth advisory services for individuals and organizations, including customized financial solutions and tax planning.
Initiatives identified among leaders
Démarche de labélisation ISR immobilier
“Maubourg patrimoine a mis en place une démarche de...” - Maubourg PatrimoineAmélioration de l'efficacité énergétique
“Maubourg Patrimoine améliore l'efficacité énergéti...” - Maubourg PatrimoineInitiative depuis 2015 pour intégrer responsabilité sociale et citoyenne.
“Aegis Financial a lancé en 2015 une initiative app...” - Aegis Financial38% of similar organizations communicate on CSR issues
+508 initiatives collected from 68 similar organizations
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