Wealth management advisory for entrepreneurs and their families, including patrimonial, tax, financial, and real estate engineering.
B
CSR Analysis score
The organization is among the top 20% of most committed organizations, excluding the top 5%, among comparable organizations.
EmpCo Directive — September 27, 2026
We analyzed the websites of over 250,000 companies, including 1804 Associés's, to extract CSR initiatives and communications containing risky environmental claims.
Greenwashing risk score + your position within your sector
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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: September 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
PERENNITY Stratégie & Patrimoine
B
Financial and wealth management advisory services for entrepreneurs, individuals, families, and independent professionals.
AS Finance Conseil
A
Wealth management and financial investment advisory services. Assistance in the creation, enhancement, preservation, and transmission of private and professional assets. Expertise in patrimonial engineering, financial investments, tax optimization, and retirement planning.
De Sancy Patrimoine
A
Wealth management advisory services, including patrimonial organization, optimization, and transmission. Financial investments, real estate investments, tax optimization, retirement, and social protection planning for professionals and individuals.
Initiatives identified among leaders
Recommandation d'investissement dans le FIP Corse pour défiscalisation et développement économique local
“AS Finance Conseil recommande à ses clients d'inve...” - AS Finance ConseilDéfinition d'une politique d'entreprise responsable
“PERENNITY Stratégie & Patrimoine a défini une poli...” - PERENNITY Stratégie & PatrimoineIntégration des critères ESG dans les décisions financières pour des investissements responsables
“AS Finance Conseil s'engage à intégrer les critère...” - AS Finance Conseil53% of similar organizations communicate on CSR issues
+460 initiatives collected from 209 similar organizations
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