Exclusive platform for wealth management and finance professionals, facilitating connections, generating leads, and providing performance analytics.
B
CSR Analysis score
The organization is among the top 20% of most committed organizations, excluding the top 5%, among comparable organizations.
+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: January 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
mab den conseil & finance
A
Wealth management and human support. Financial analysis and tailored advice for professionals and individuals. Selection of high-performing financial solutions and products.
Rhétorès Finance
B
Providing wealth management services, including asset management, private equity, and real estate investments.
Haussmann Patrimoine
A
Providing wealth management advice and investment solutions for private and professional investors.
Initiatives identified among leaders
Mise en place d'une politique RSE
“Haussmann Patrimoine a mis en place une politique ...” - Haussmann PatrimoineObtention d'une certification pour renforcer la confiance des clients
“Obtention d'une certification pour renforcer la co...” - Rhétorès FinanceMise en place d'une charte éthique
“Haussmann Patrimoine a mis en place une charte éth...” - Haussmann Patrimoine46% of similar organizations communicate on CSR issues
+805 initiatives collected from 50 similar organizations
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