Professional association representing wealth management advisors, providing resources, training, and networking opportunities.
A
CSR Analysis score
The organization is among the top 5% of organizations with the most committed CSR positioning, 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: April 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Patrimonia
A
Annual convention for wealth management professionals, featuring partner meetings, networking, training, and market trend discussions.
CNCEF
B
Professional association offering training and certification for financial professionals, including investment advisors, insurance brokers, credit brokers, and real estate professionals.
Altessia finance
B
Private wealth management advisory services, including listening, counseling, and goal-setting to help clients achieve their financial objectives.
Initiatives identified among leaders
Définition d'une stratégie d'investissement à impact
“CNCEF définit une stratégie d'investissement à imp...” - CNCEFTransparence des entreprises sur les questions environnementales, sociales et de gouvernance
“CNCEF publie un article sur la transparence des en...” - CNCEF40% of similar organizations communicate on CSR issues
+62 initiatives collected from 50 similar organizations
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