Provides personalized wealth management and financial advisory services, helping clients plan their finances, optimize investments, and achieve financial goals.
B
CSR Analysis score
The organization is among the top 20% of most committed organizations, excluding the top 5%, among comparable organizations.
EmpCo Directive — September 27, 2026
We analyzed the websites of over 250,000 companies, including Amicus Wealth Management's, to extract CSR initiatives and communications containing risky environmental claims.
Greenwashing risk score + your position within your sector
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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: October 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Lexa
B
Personalized wealth management advisory services, including financial planning and investment solutions tailored to individual client needs.
Evelyn Partners
A
Personalized wealth management and financial planning services for individuals, families, and businesses.
Cleerly
B
Providing personalized wealth management solutions for investment, savings, and retirement planning.
Initiatives identified among leaders
Couverture totale des AUM par la politique d'investissement responsable et ses indicateurs.
“La politique d'investissement responsable couvre 1...” - Evelyn PartnersIntégration systématique des critères ESG dans les décisions d'investissement et gouvernance active.
“Evelyn Partners intègre les critères ESG (environn...” - Evelyn PartnersIntégration des KPI ESG dans l'évaluation et la rémunération des dirigeants.
“Evelyn Partners a défini des rôles et responsabili...” - Evelyn Partners63% of similar organizations communicate on CSR issues
+1605 initiatives collected from 259 similar organizations
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