
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.
+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.
Leading organizations
Johnson Finance
B
Wealth management advisory services, including savings, tax optimization, real estate, diversification, and corporate treasury.
Astoria Finance
B
Wealth management advisory services, including financial investments, life insurance, tax optimization solutions, and business owner support.
AS Finance Conseil
B
Wealth management and financial investment advisory services, including personalized strategies for asset growth, preservation, and transmission.
Initiatives identified among leaders
Renforcement des critères ISR pour exclure les entreprises nuisibles au climat
“Le label ISR a été mis à jour en novembre 2023 pou...” - Johnson FinanceOffre d'investissements intégrant critères ESG et PER pour répondre à la demande client.
“Astoria Finance observe une demande croissante de ...” - Astoria FinanceIntégration des critères ESG dans la sélection des instruments financiers
“AS Finance Conseil intègre les risques de durabili...” - AS Finance Conseil51% of similar organizations communicate on CSR issues
+687 initiatives collected from 78 similar organizations
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