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: December 2025
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.
Oceanic Finance
B
Financial advisory and wealth management services, including investment and tax optimization.
Traditia
B
Wealth management services including financial and real estate investment advice, tax optimization, health and providence, social protection and collective insurance, corporate financial engineering, and associative and cultural heritage.
Initiatives identified among leaders
Contrat d'assurance-vie individuel
“Oceanic Finance propose un contrat d'assurance-vie...” - Oceanic FinanceProposer des produits d'investissement responsables
“Astoria Finance propose des produits d'investissem...” - Astoria FinanceOrganisation d'un prix pour récompenser des actions de préservation du patrimoine
“Traditia organise un prix pour récompenser des act...” - Traditia44% of similar organizations communicate on CSR issues
+312 initiatives collected from 100 similar organizations
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