Wealth management services including patrimonial assessment, patrimonial engineering, and patrimonial follow-up. We offer various investments such as life insurance, private debt, tax optimization (Girardin), financial savings, and real estate through SCPI.
B
CSR Analysis score
The organization is among the top 20% of most committed organizations, excluding the top 5%, among comparable organizations.
+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: January 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
CSConsulting
B
Wealth management services, including real estate investments, financial placements, and patrimonial management training.
Nouvelle Donne Patrimoine
B
Wealth management consulting, including patrimonial audit, strategy, and follow-up, as well as protection for vulnerable adults.
Strat&Fi
B
Le principal domaine d'activité de l'entreprise est le conseil en gestion de fortune, en fournissant des services d'ingénierie patrimoniale pour aider les entrepreneurs à gérer et optimiser leur patrimoine de manière performante et résiliente.
Initiatives identified among leaders
Mise en place d'un processus de sélection des instruments financiers tenant compte des facteurs de durabilité
“Strat&Fi a mis en place un processus de sélection ...” - Strat&FiÉvénement partenarial sur la préparation financière à la retraite
“Nouvelle Donne Patrimoine a organisé une soirée ex...” - Nouvelle Donne PatrimoineMise en place d'un processus de sélection des instruments financiers tenant compte des facteurs de durabilité
“Strat&Fi a mis en place un processus de sélection ...” - Strat&Fi39% of similar organizations communicate on CSR issues
+955 initiatives collected from 130 similar organizations
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