Personalized wealth management advisory services for individuals, business leaders, and self-employed professionals, offering financial, tax, civil, real estate, and insurance solutions.
+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: July 2026
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Leading organizations
Lexa
B
Personalized wealth management advisory services, including financial planning and investment solutions tailored to individual client needs.
Ascalon Finances
B
Wealth management and financial advisory services for individuals, business owners, and professionals, including capital management, tax optimization, retirement planning, and estate planning.
Climb
B
Wealth management and investment advisory services, including tax optimization and personalized financial planning for individuals and families.
Initiatives identified among leaders
Comparateurs d'énergie pour choix éclairés en énergie durable
“Climb explique comment les comparateurs d'énergie ...” - ClimbRéduction d'impôt via investissement forestier
“Climb propose un Groupement Forestier d'Investisse...” - ClimbComparateurs d'énergie pour choix éclairés en énergie durable
“Climb explique comment les comparateurs d'énergie ...” - Climb48% of similar organizations communicate on CSR issues
+581 initiatives collected from 290 similar organizations
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