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: December 2025
This analysis is not yet available in English. Please see the French version.
A
The organization is among the top 5% of organizations with the most committed CSR communication, among comparable organizations.
Leading organizations
Astoria Finance
B
Wealth management advisory services for individuals and businesses, including tax optimization, wealth transmission, retirement planning, cash management, and business succession preparation.
Verney Conseil
B
Wealth management services including financial, real estate, and tax solutions for individuals and businesses. Customized support for wealth creation, tax optimization, spouse protection, education planning, retirement preparation, and investment profitability optimization.
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 CapitalDéclaration de politique de durabilité
“Verney Conseil prend des mesures pour adapter son ...” - Verney Conseil38% of similar organizations communicate on CSR issues
+378 initiatives collected from 100 similar organizations
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