Private wealth management advisory services, including listening to client needs, proposing realistic solutions, and helping achieve financial goals.
B
CSR Analysis score
The organization is among the top 20% of most committed organizations, excluding the top 5%, among comparable organizations.
EmpCo Directive — September 27, 2026
We analyzed the websites of over 250,000 companies, including Altessia Finance's, to extract CSR initiatives and communications containing risky environmental claims.
Greenwashing risk score + your position within your sector
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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
Lexa
B
Personalized wealth management advisory services, including financial planning and investment solutions tailored to individual client needs.
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
Acquisition renforçant l'expertise ESG en gestion privée en Rhône-Alpes
“Crystal a acquis Rdfi Conseil, un cabinet de conse...” - CrystalSoutien à des programmes sociaux, santé, écologie et culturels
“Equance - Gestion Privée Internationale soutient d...” - EquancePublication annuelle de l'index égalité professionnelle femmes-hommes.
“Crystal publie annuellement son index d’égalité pr...” - Crystal59% of similar organizations communicate on CSR issues
+592 initiatives collected from 194 similar organizations
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