Wealth management consulting, including financial and real estate investments, tax optimization, and retirement planning.
+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
Attitude Patrimoine
B
Wealth management consulting, including patrimonial audit, tax optimization, retirement planning, and wealth transmission.
Johnson Finance
B
Wealth management advisory services, including savings, tax optimization, real estate, diversification, and corporate treasury.
Valority Investissement
B
Wealth management, including real estate investment, financial planning, and property management.
Initiatives identified among leaders
Développement d'une offre commerciale pour investir dans l'industrie verte
“Valority Investissement propose un plan d'épargne ...” - Valority InvestissementOffre de placements éthiques et socialement responsables pour clients
“La gestion de patrimoine propose des placements ét...” - Johnson FinanceRéduction interne de l’empreinte carbone et intégration de critères ESG dans les conseils clients.
“Attitude Patrimoine réduit son empreinte carbone v...” - Attitude Patrimoine39% of similar organizations communicate on CSR issues
+749 initiatives collected from 215 similar organizations
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