
Private wealth management services including investment advice, tax optimization, retirement planning, and estate transmission for individuals, entrepreneurs, and executives.
E
CSR Analysis score
The organization does not position itself on any CSR axis.
EmpCo Directive — September 27, 2026
We analyzed the websites of over 250,000 companies, including Altus Conseil's, to extract CSR initiatives and communications containing risky environmental claims.
Greenwashing risk score + your position within your sector
+250,000
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: September 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Wakerstone
B
Private wealth management and financial advisory services for entrepreneurs and senior executives, including financial investments, real estate, retirement planning, and asset protection.
Equance
B
Private wealth management and financial advisory services for individuals, families, business owners, and legal entities, including investment management, real estate investment, and tax advisory.
Crystal
A
Private wealth management and investment advisory services for individuals and professionals.
Initiatives identified among leaders
Partenariat pour promouvoir gestion de patrimoine responsable et formation des jeunes professionnels.
“La Chaire «Crystal x SKEMA Gestion de Patrimoine R...” - CrystalAnalyse et sélection des fonds selon leurs engagements ESG et pratiques SFDR Article 9
“Analyse des engagements ESG des gestionnaires de f...” - WakerstonePartenariat pour promouvoir gestion de patrimoine responsable et formation des jeunes professionnels.
“La Chaire «Crystal x SKEMA Gestion de Patrimoine R...” - Crystal51% of similar organizations communicate on CSR issues
+988 initiatives collected from 287 similar organizations
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