Wealth management services for individuals and businesses, including patrimonial analysis, goal setting, and long-term optimization.
+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.
B
The organization is among the top 20% of organizations with the most committed CSR communication, excluding the top 5%, among comparable organizations.
Leading organizations
Astoria Finance
B
Wealth management advisory services for individuals and businesses, including tax optimization, wealth transmission, retirement planning, cash management, and business succession preparation.
De Sancy Patrimoine
A
Patrimonial wealth management advisory services, including financial planning, tax optimization, and wealth transfer strategies.
AS Finance Conseil
B
Wealth management and financial investment advisory services, including personalized strategies for asset growth, preservation, and transmission.
Initiatives identified among leaders
Orientation vers des investissements responsables dans les recommandations clients
“De Sancy Patrimoine s’engage à orienter ses client...” - De Sancy PatrimoineIntégration des critères ESG dans la sélection des instruments financiers
“AS Finance Conseil intègre les risques de durabili...” - AS Finance Conseil39% of similar organizations communicate on CSR issues
+397 initiatives collected from 102 similar organizations
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