Wealth management, including real estate investment, financial planning, and property management.
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
Odin Capital
B
Wealth management services, including customized investment solutions, specializing in finance, real estate, and taxation.
Rhétorès Finance
B
Providing wealth management services, including asset management, private equity, and real estate investments.
Johnson Finance
B
Wealth management advisory services, including savings, tax optimization, real estate, diversification, and corporate treasury.
Initiatives identified among leaders
Valorisation des entreprises à impact environnemental
“rhetores finance valorise les entreprises à impact...” - Rhétorès FinanceMise à jour du label ISR selon les nouvelles directives
“Le label ISR évolue pour renforcer les exigences e...” - Johnson FinanceRéduction de l'empreinte carbone
“rhetores finance s'engage à réduire son empreinte ...” - Rhétorès Finance51% of similar organizations communicate on CSR issues
+336 initiatives collected from 111 similar organizations
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