Wealth management advice, including life insurance, savings, retirement, and provision services for individuals.
B
CSR Analysis score
The organization is among the top 20% of most committed organizations, excluding the top 5%, among comparable organizations.
+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.
Leading organizations
Gestion de Patrimoine
B
Providing wealth management advice for individuals and professionals, including savings planning, tax reduction, real estate investment, and business management.
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.
Johnson Finance
B
Wealth management advisory services, including savings, tax optimization, real estate, diversification, and corporate treasury.
Initiatives identified among leaders
Développement d'une offre commerciale responsable
“gestiondepatrimoine.com propose des investissement...” - Gestion de PatrimoineInvestissement socialement responsable
“Investissement socialement responsable dans des en...” - Johnson FinanceRapport de transparence sur les risques de durabilité
“Traditia publie un rapport de transparence sur les...” - Traditia49% of similar organizations communicate on CSR issues
+1849 initiatives collected from 100 similar organizations
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