
Wealth management advisory services, including tax optimization, family and business protection, and international wealth management.
+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
Climb
B
Wealth management and investment advisory services, including tax optimization and personalized financial planning for individuals and families.
Astoria Finance
B
Wealth management advisory services, including financial investments, life insurance, tax optimization solutions, and business owner support.
Colbert Patrimoine Finance
B
Wealth management advisory services, including financial audits, capital management, tax optimization, and succession planning for individuals and businesses.
Initiatives identified among leaders
Comparateurs d'énergie pour choix éclairés en énergie durable
“Climb explique comment les comparateurs d'énergie ...” - ClimbRéduction d'impôt via investissement forestier
“Climb propose un Groupement Forestier d'Investisse...” - ClimbComparateurs d'énergie pour choix éclairés en énergie durable
“Climb explique comment les comparateurs d'énergie ...” - Climb48% of similar organizations communicate on CSR issues
+543 initiatives collected from 285 similar organizations
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