Wealth management advisory services, including financial and real estate investments, and strategic and tactical support for clients.
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: July 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Alpes Patrimoine
B
Wealth management advisory services, including financial, real estate, and diversified investments, as well as retirement and family protection planning.
Finzzle groupe
A
Wealth management and financial advisory services, including real estate, insurance, financial investments, and financing solutions.
Gan Patrimoine
B
Wealth management and financial advisory services, including savings, investments, real estate, tax optimization, retirement planning, and insurance.
Initiatives identified among leaders
Solutions de don stratégique pour entreprises et individus via divers mécanismes.
“Le groupe développe des **solutions de don stratég...” - Finzzle groupeGestion responsable de l'impression
“Gan Patrimoine participe à la protection de l'envi...” - Gan PatrimoineProgramme philanthropique impliquant consultants dans des actions sociétales et environnementales.
“Le groupe a mis en place un programme philanthropi...” - Finzzle groupe49% of similar organizations communicate on CSR issues
+631 initiatives collected from 299 similar organizations
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