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: June 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Altus conseil
A
Wealth management services including tax optimization, financial investments, and real estate investments.
Ad patrimoine
B
Wealth management consulting for individuals and professionals. Services include patrimonial audit, savings optimization, tax optimization, real estate investments, insurance, retirement planning, and wealth transmission.
Johnson Finance
B
Wealth management advisory services, including savings, tax optimization, real estate, diversification, and corporate treasury.
Initiatives identified among leaders
Accompagnement en stratégie d'investissement alignée sur critères ESG
“Altus Conseil accompagne les investisseurs dans l'...” - Altus conseilSolutions d’investissement responsables avec critères ESG et transparence sur impact.
“Altus Conseil offre des solutions d’investissement...” - Altus conseilAccompagnement en stratégie d'investissement alignée sur critères ESG
“Altus Conseil accompagne les investisseurs dans l'...” - Altus conseil41% of similar organizations communicate on CSR issues
+454 initiatives collected from 261 similar organizations
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