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.
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: December 2025
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.
Astoria Finance
B
Wealth management advisory services for individuals and businesses, including tax optimization, wealth transmission, retirement planning, cash management, and business succession preparation.
Traditia
B
Wealth management services including financial and real estate investment advice, tax optimization, health and providence, social protection and collective insurance, corporate financial engineering, and associative and cultural heritage.
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 CapitalRapport de transparence sur les risques de durabilité
“Traditia publie un rapport de transparence sur les...” - Traditia46% of similar organizations communicate on CSR issues
+489 initiatives collected from 100 similar organizations
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