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.
EmpCo Directive — September 27, 2026
We analyzed the websites of over 250,000 companies, including De Sancy Patrimoine's, to extract CSR initiatives and communications containing risky environmental claims.
Greenwashing risk score + your position within your sector
+250,000
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: September 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
AS Finance Conseil
A
Wealth management and financial investment advisory services. Assistance in the creation, enhancement, preservation, and transmission of private and professional assets. Expertise in patrimonial engineering, financial investments, tax optimization, and retirement planning.
Haussmann Patrimoine
A
Wealth management advisory services, including financial and real estate investment solutions, global patrimonial support, insurance contract management, real estate transactions, patrimonial engineering, family office services, and tax optimization.
Alter Finances
B
Wealth management advisory services for individuals and businesses, including tax optimization, financial and real estate investments, and retirement planning.
Initiatives identified among leaders
Proposition de fonds ISR intégrant critères ESG pour les clients.
“Haussmann Patrimoine propose des fonds d’investiss...” - Haussmann PatrimoineSponsoring et dons à des associations caritatives en 2020 et 2021
“Haussmann Patrimoine a sponsorisé un équipage part...” - Haussmann PatrimoineRecommandation d'investissement dans le FIP Corse pour défiscalisation et développement économique local
“AS Finance Conseil recommande à ses clients d'inve...” - AS Finance Conseil58% of similar organizations communicate on CSR issues
+707 initiatives collected from 322 similar organizations
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