Private wealth management advisory services, including listening, counseling, and goal-setting to help clients achieve their financial objectives.
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: March 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
L&A Finance
B
Private wealth management advisory services, including personalized audits, legal and financial advice, and access to wealth management tools.
Opéra • bureau de famille
B
Private wealth management, including optimization and securing of assets, financial advice, and administrative support.
Even fo
B
Private wealth management and investment allocation advisory services for individuals.
Initiatives identified among leaders
Partenariats avec associations et fondations engagées
“Soutien actif à des associations et fondations tel...” - Even foDéfinition d'un process interne
“L&A Finance a défini un process interne pour assur...” - L&A FinanceDéveloppement de produits financiers durables
“opéra • bureau de famille propose des produits fin...” - Opéra • bureau de famille42% of similar organizations communicate on CSR issues
+782 initiatives collected from 192 similar organizations
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