Wealth management advisory services, including savings, tax optimization, real estate, diversification, and corporate treasury.
+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: March 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Gan Patrimoine
B
Wealth management and financial advisory services, including savings, investments, real estate, tax optimization, retirement planning, and insurance.
Colbert Patrimoine Finance
B
Wealth management advisory services, including financial audits, capital management, tax optimization, and succession planning for individuals and businesses.
Astoria Finance
B
Wealth management advisory services, including financial investments, life insurance, tax optimization solutions, and business owner support.
Initiatives identified among leaders
Offre d'épargne responsable
“Gan Patrimoine propose une offre d'épargne respons...” - Gan PatrimoineOffre d'investissements intégrant critères ESG et PER pour répondre à la demande client.
“Astoria Finance observe une demande croissante de ...” - Astoria FinanceOffre d'épargne responsable pour financer des projets verts
“Gan Patrimoine propose une offre d'épargne respons...” - Gan Patrimoine46% of similar organizations communicate on CSR issues
+703 initiatives collected from 169 similar organizations
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