Wealth management and human support. Financial analysis and tailored advice for professionals and individuals. Selection of high-performing financial solutions and products.
+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: January 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
VIP Conseils
B
Wealth management, capital transmission, retirement planning, financial investment advice, tax optimization, and insurance for individuals, self-employed professionals, and business leaders.
KAYS Wealth Management
B
Wealth management services including financial and real estate investment advice. The company offers a global approach to address clients' life problems and objectives, prioritizing prudence and impartiality in partner selection and recommendations.
AS Finance Conseil
B
Wealth management and financial investment advisory services, including personalized strategies for asset growth, preservation, and transmission.
Initiatives identified among leaders
Développement d’une politique de finance durable alignée sur les régulations européennes
“VIP Conseils a développé une politique de finance ...” - VIP ConseilsIntégration des critères ESG dans la sélection des instruments financiers
“AS Finance Conseil intègre les risques de durabili...” - AS Finance ConseilDéfinition de valeurs et d'un engagement éthique
“KAYS Wealth Management a défini des valeurs et un ...” - KAYS Wealth Management39% of similar organizations communicate on CSR issues
+498 initiatives collected from 80 similar organizations
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