Private wealth management and financial advisory services for individuals, families, business owners, and legal entities, including investment management, real estate investment, and tax advisory.
B
CSR Analysis score
The organization is among the top 20% of most committed organizations, excluding the top 5%, among comparable organizations.
EmpCo Directive — September 27, 2026
We analyzed the websites of over 250,000 companies, including Equance's, to extract CSR initiatives and communications containing risky environmental claims.
Greenwashing risk score + your position within your sector
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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
Crystal
A
Private wealth management and investment advisory services for individuals and professionals.
KMH Gestion Privée
A
Private wealth management and financial advisory services for individuals, business owners, expatriates, and non-profit organizations.
Wakerstone
B
Private wealth management and financial advisory services for entrepreneurs and senior executives, including financial investments, real estate, retirement planning, and asset protection.
Initiatives identified among leaders
Mécénat fiscal pour associations animales et biodiversité via fonds Beluga
“Le fonds de dotation Beluga, administré par KMH, p...” - KMH Gestion PrivéeAcquisition renforçant l'expertise ESG en gestion privée en Rhône-Alpes
“Crystal a acquis Rdfi Conseil, un cabinet de conse...” - CrystalSoutien à l’association Caracol pour colocations solidaires à Lyon
“KMH Gestion Privée, en collaboration avec Remake A...” - KMH Gestion Privée55% of similar organizations communicate on CSR issues
+1096 initiatives collected from 289 similar organizations
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