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.
+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: July 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
Wealth management services, including patrimonial audit, tax optimization, retirement planning, wealth transmission, and real estate investment. We also provide social protection services for independents, executives, and companies.
Alter finances
B
Wealth management consulting, including financial and real estate investments, tax optimization, and retirement planning.
Initiatives identified among leaders
Intégration de critères ESG dans les solutions de gestion de patrimoine
“Attitude Patrimoine intègre des critères environne...” - Attitude PatrimoineActivités sportives et séances de relaxation pour les salariés
“Le comité bien-être organise régulièrement des act...” - Attitude PatrimoineParticipation à une action collective
“novalfi | patrimoine a participé à la course solid...” - Novalfi46% of similar organizations communicate on CSR issues
+84 initiatives collected from 98 similar organizations
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