Patrimonial consulting, financial investments, tax advice, and retirement savings planning for individuals and families.
EmpCo Directive — September 27, 2026
We analyzed the websites of over 250,000 companies, including 1001 Patrimoines'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: July 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
CPI Groupe
B
Patrimonial consulting for individuals, business owners, and self-employed professionals, including financial and real estate investments, and social protection.
K'pital Conseil
B
Patrimonial consulting services, including financial, real estate, tax, and social advice, as well as family office and private management services.
Maestro Finance
B
Patrimonial advisory services, including financial, tax, and estate planning optimization for individuals.
Initiatives identified among leaders
Intégration d'actifs labélisés pour transition énergétique et sociale dans les produits.
“Maestro Finance intègre dans ses produits assurant...” - Maestro FinanceIntégration d'actifs labélisés pour transition énergétique et sociale dans les produits.
“Maestro Finance intègre dans ses produits assurant...” - Maestro FinanceTournoi golfique pour financer la recherche médicale via intelligence artificielle
“K'pital Conseil a participé à un tournoi philanthr...” - K'pital Conseil48% of similar organizations communicate on CSR issues
+49 initiatives collected from 73 similar organizations
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