Private wealth management services, including patrimony creation, structuring, and transmission, with a focus on sustainable and responsible finance.
+160,000
Total organizations analyzedAnalysis by axis
Access the detailed report with all sector benchmarks, in-depth competitive analysis and actionable recommendations.
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
Laplace
B
Private wealth management, including patrimonial structuring, optimization, and transmission for entrepreneurs, liberal professionals, and family groups.
Montségur Finance
B
Private wealth management and investment advisory services for capital preservation, valuation, and management. Offering innovative and atypical funds with a responsible investment philosophy aligned with sustainability issues.
Wakerstone
B
Private wealth management services including financial investments, real estate, retirement planning, social protection, and asset transmission.
Initiatives identified among leaders
Démarche d'exclusion d'entreprises controversées
“Montségur Finance a mis en place une démarche d'ex...” - Montségur FinanceConseiller les clients sur les problématiques ESG
“Wakerstone conseille les clients sur les problémat...” - WakerstoneIntégration des risques ESG et durabilité dans les conseils d'investissement financiers.
“Expert & Finance, conformément au règlement SFDR, ...” - Laplace54% of similar organizations communicate on CSR issues
+311 initiatives collected from 68 similar organizations
Is your score incomplete? Update your CSR information and improve your positioning.
Claim this page
Updated data
Personalized recommendations
Access complete data, competitive analyses and actionable recommendations for your clients.
Comprehensive sector benchmarks
Competitive data
Ready-to-use reports