Wealth management services including tax optimization, financial investments, and real estate investments.
+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: March 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Alter finances
B
Wealth management consulting, including financial and real estate investments, tax optimization, and retirement planning.
Odin Capital
B
Wealth management services, including customized investment solutions, specializing in finance, real estate, and taxation.
Johnson Finance
B
Wealth management advisory services, including savings, tax optimization, real estate, diversification, and corporate treasury.
Initiatives identified among leaders
Définition d'une politique d'entreprise pour l'investissement socialement responsable
“Odin Capital a défini une politique d'entreprise p...” - Odin CapitalPromotion du label ISR mis à jour pour renforcer l'investissement socialement responsable et climatique.
“Le cabinet promeut le label ISR (Investissement So...” - Alter finances41% of similar organizations communicate on CSR issues
+814 initiatives collected from 256 similar organizations
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