
Private wealth management and financial advisory services for individuals, business owners, expatriates, and non-profit 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: 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.
Crystal
A
Private wealth management and investment advisory services for individuals and professionals.
DeCarion
B
Private wealth management and family office services for expatriates, talents, athletes, business leaders, and individuals with complex financial situations.
Initiatives identified among leaders
Développement d'une offre financière intégrant des critères extra-financiers et ISR.
“Crystal propose une gamme de fonds immobiliers et ...” - CrystalAction concrète réalisée
“DeCarion participe à Octobre Rose pour soutenir la...” - DeCarionPublication index égalité professionnelle femmes-hommes avec objectifs de progression.
“Le Groupe Crystal publie son index égalité femmes-...” - Crystal49% of similar organizations communicate on CSR issues
+330 initiatives collected from 152 similar organizations
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