CSR Analysis Lexa
lexa-conseil.frPersonalized wealth management advisory services, including financial planning and investment solutions tailored to individual client needs.
Personalized wealth management advisory services, including financial planning and investment solutions tailored to individual client needs.
+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
Cleerly
A
Providing personalized wealth management solutions for investment, savings, and retirement planning.
Altessia Finance
B
Private wealth management advisory services, including financial planning, investment advice, and insurance brokering.
AS Finance Conseil
B
Wealth management and financial investment advisory services, including personalized strategies for asset growth, preservation, and transmission.
Initiatives identified among leaders
Engagement de long terme pour le développement durable
“Cleerly s'engage à long terme pour le développemen...” - CleerlyExclure les actifs impliqués dans l'extraction de combustibles fossiles
“Cleerly exclut les actifs impliqués dans l'extract...” - CleerlyDéclaration d'investissement dans des activités de transition et habilitantes
“Cleerly a investi dans des activités de transition...” - Cleerly49% of similar organizations communicate on CSR issues
+532 initiatives collected from 249 similar organizations
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