Wealth management and financial advisory services for individuals, business owners, and professionals, including capital management, tax optimization, retirement planning, and estate planning.
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
Colbert Patrimoine Finance
B
Wealth management advisory services, including financial audits, capital management, tax optimization, and succession planning for individuals and businesses.
Climb
B
Wealth management and investment advisory services, including tax optimization and personalized financial planning for individuals and families.
Gan Patrimoine
B
Wealth management and financial advisory services, including savings, investments, real estate, tax optimization, retirement planning, and insurance.
Initiatives identified among leaders
Offre d'épargne responsable
“Gan Patrimoine propose une offre d'épargne respons...” - Gan PatrimoineComparateurs d'énergie pour choix éclairés en énergie durable
“Climb explique comment les comparateurs d'énergie ...” - ClimbSoutien financier à une association pour la préservation de la biodiversité
“Gan Patrimoine soutient financièrement l'associati...” - Gan Patrimoine45% of similar organizations communicate on CSR issues
+527 initiatives collected from 295 similar organizations
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