Wealth management advisory services, including financial, real estate, and diversified investments, as well as retirement and family protection planning.
+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: July 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Gan Patrimoine
B
Wealth management and financial advisory services, including savings, investments, real estate, tax optimization, retirement planning, and insurance.
Culture Patrimoine
B
Wealth management advisory services, including financial and real estate investments, and strategic and tactical support for clients.
Johnson Finance
B
Wealth management advisory services, including savings, tax optimization, real estate, diversification, and corporate treasury.
Initiatives identified among leaders
Offre d'épargne responsable
“Gan Patrimoine propose une offre d'épargne respons...” - Gan PatrimoineOffre d'épargne responsable pour financer des projets verts
“Gan Patrimoine propose une offre d'épargne respons...” - Gan Patrimoine48% of similar organizations communicate on CSR issues
+485 initiatives collected from 281 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