CSR Analysis Ad patrimoine
adpatrimoine.frWealth management consulting for individuals and professionals. Services include patrimonial audit, savings optimization, tax optimization, real estate investments, insurance, retirement planning, and wealth transmission.
Sector data Finance, banque et assurances
39,563CSR initiatives analyzed in sector Finance, banque et assurances
4,123Companies in sector Finance, banque et assurances
1,815SMEs (10 to 250 employees) in sector Finance, banque et assurances
+160,000
Total organizations analyzedDiscover our sector reports
Detailed analysis by theme
Analysis by axis
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How are these scores calculated?
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
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