Wealth management consulting, including patrimonial audit, strategy, and follow-up, as well as protection for vulnerable adults.
B
CSR Analysis score
The organization is among the top 20% of most committed organizations, excluding the top 5%, among comparable organizations.
EmpCo Directive — September 27, 2026
We analyzed the websites of over 250,000 companies, including Nouvelle Donne Patrimoine's, to extract CSR initiatives and communications containing risky environmental claims.
Greenwashing risk score + your position within your sector
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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: September 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Novalfi
B
Wealth management services, including financial and real estate investments, and patrimonial strategy consulting.
Attitude Patrimoine
A
Provides wealth management services, including patrimonial audits, tax optimization, retirement planning, and asset transmission for individuals and businesses.
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.
Initiatives identified among leaders
Intégration de valeurs éthiques et durables dans la gestion de patrimoine
“Attitude Patrimoine affirme son engagement à intég...” - Attitude PatrimoineParticipation à une action collective
“novalfi | patrimoine a participé à la course solid...” - NovalfiRecrutement diversifié et soutien aux associations locales
“De Sancy Patrimoine favorise la diversité des prof...” - De Sancy Patrimoine52% of similar organizations communicate on CSR issues
+81 initiatives collected from 98 similar organizations
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