Wealth management consulting for individuals, businesses, and self-employed professionals. Services include global wealth project management, taxation, and a multidisciplinary approach with external professionals.
+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
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Leading organizations
Attitude Patrimoine
B
Wealth management consulting, including patrimonial audit, tax optimization, retirement planning, and wealth transmission.
Astoria Finance
B
Wealth management advisory services for individuals and businesses, including tax optimization, wealth transmission, retirement planning, cash management, and business succession preparation.
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 Capital39% of similar organizations communicate on CSR issues
+424 initiatives collected from 96 similar organizations
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