
Providing savings and wealth management solutions, including various savings products, wealth valuation, diversification, retirement planning, tax management, and wealth transmission.
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: December 2025
This analysis is not yet available in English. Please see the French version.
Leading organizations
Cleerly
A
Providing personalized wealth management solutions for investment, savings, and retirement planning.
Gestion de Patrimoine
B
Providing wealth management advice for individuals and professionals, including savings planning, tax reduction, real estate investment, and business management.
Johnson Finance
B
Wealth management advisory services, including savings, tax optimization, real estate, diversification, and corporate treasury.
Initiatives identified among leaders
Engagement de long terme pour le développement durable
“Cleerly s'engage à long terme pour le développemen...” - CleerlyExclure les actifs impliqués dans l'extraction de combustibles fossiles
“Cleerly exclut les actifs impliqués dans l'extract...” - CleerlyDéclaration d'investissement dans des activités de transition et habilitantes
“Cleerly a investi dans des activités de transition...” - Cleerly49% of similar organizations communicate on CSR issues
+2517 initiatives collected from 100 similar organizations
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