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.
Gan Patrimoine
B
Wealth management and financial advisory services, including savings, investments, real estate, tax optimization, retirement planning, and insurance.
Initiatives identified among leaders
Offre d'épargne responsable
“Gan Patrimoine propose une offre d'épargne respons...” - Gan PatrimoineOffre d'épargne responsable pour financer des projets verts
“Gan Patrimoine propose une offre d'épargne respons...” - Gan Patrimoine43% of similar organizations communicate on CSR issues
+500 initiatives collected from 255 similar organizations
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