
Wealth management services for businesses, wealthy families, and private investors, including financial, legal, and tax advice, as well as investment solutions.
+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
Equance
B
Private wealth management and financial advisory services for individuals, families, business owners, and legal entities, including investment management, real estate investment, and tax advisory.
Astoria Finance
B
Wealth management advisory services, including financial investments, life insurance, tax optimization solutions, and business owner support.
Odin Capital
B
Wealth management services, including customized investment solutions, specializing in finance, real estate, and taxation.
Initiatives identified among leaders
Définition d'une politique d'entreprise pour l'investissement socialement responsable
“Odin Capital a défini une politique d'entreprise p...” - Odin CapitalSoutien à des programmes sociaux, santé, écologie et culturels
“Equance - Gestion Privée Internationale soutient d...” - Equance44% of similar organizations communicate on CSR issues
+539 initiatives collected from 274 similar organizations
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