CSR Analysis Altessia Finance
altessiafinance.frPrivate wealth management advisory services, including financial planning, investment advice, and insurance brokering.
Private wealth management advisory services, including financial planning, investment advice, and insurance brokering.
+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: June 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
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.
Opéra • bureau de famille
B
Private wealth management, including optimization and securing of assets, financial advice, and administrative support.
Initiatives identified among leaders
Partenariat pour former et promouvoir gestion responsable dans le patrimoine.
“La Chaire « Crystal X SKEMA Gestion de Patrimoine ...” - CrystalDéveloppement de produits financiers durables
“opéra • bureau de famille propose des produits fin...” - Opéra • bureau de famillePublication index égalité professionnelle femmes-hommes avec objectifs de progression.
“Le Groupe Crystal publie son index égalité femmes-...” - Crystal49% of similar organizations communicate on CSR issues
+787 initiatives collected from 278 similar organizations
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