
Wealth management and financial advisory services, including savings, investments, real estate, tax optimization, retirement planning, and insurance.
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 Gan Patrimoine'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: January 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Johnson Finance
B
Wealth management advisory services, including savings, tax optimization, real estate, diversification, and corporate treasury.
Gestion de Patrimoine
B
Wealth management advisory services for individuals and professionals, including savings planning, tax optimization, 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.
Initiatives identified among leaders
PEA-PME pour investir dans PME/ETI avec avantages fiscaux
“Gestion de Patrimoine propose un Plan d'Épargne en...” - Gestion de PatrimoineOffre d'investissement responsable avec fonds labellisés et critères éthiques.
“Développement d'une offre commerciale d'investisse...” - Gestion de PatrimoineMise à jour du label ISR selon les nouvelles directives
“Le label ISR évolue pour renforcer les exigences e...” - Johnson Finance64% of similar organizations communicate on CSR issues
+628 initiatives collected from 77 similar organizations
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