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.
Indosuez Wealth Management
A
Wealth management and financial services for private clients, families, and entrepreneurs. Expert advice, investment solutions, and asset management.
Financière d'Uzès
A
Financial management and investment services for individuals and entrepreneurs, including wealth management, tax optimization, and business financing.
Initiatives identified among leaders
Développement d'une gamme d'investissements alignés sur des critères ESG
“Indosuez Wealth Management propose des solutions d...” - Indosuez Wealth ManagementCommunication de la performance extra-financière des fonds
“Communication de la performance extra-financière d...” - Maubourg PatrimoineInvestissement dans des sociétés participant à la préservation et/ou l'augmentation de la biodiversité
“Financière d'Uzès investit dans des sociétés parti...” - Financière d'Uzès35% of similar organizations communicate on CSR issues
+516 initiatives collected from 68 similar organizations
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