Wealth management, capital transmission, retirement planning, financial investment advice, tax optimization, and insurance for individuals, self-employed professionals, and business leaders.
+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: June 2026
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Leading organizations
Gestion de Patrimoine
B
Providing wealth management advice for individuals and professionals, including savings planning, tax reduction, real estate investment, and business management.
Gan Patrimoine
B
Wealth management and financial advisory services, including savings, investments, real estate, tax optimization, retirement planning, and insurance.
Ad patrimoine
B
Wealth management consulting for individuals and professionals. Services include patrimonial audit, savings optimization, tax optimization, real estate investments, insurance, retirement planning, and wealth transmission.
Initiatives identified among leaders
Offre d'épargne responsable
“Gan Patrimoine propose une offre d'épargne respons...” - Gan PatrimoineInvestissement dans des groupements forestiers pour réduire les impôts
“gestiondepatrimoine.com propose des investissement...” - Gestion de PatrimoineOffre d'épargne responsable pour financer des projets verts
“Gan Patrimoine propose une offre d'épargne respons...” - Gan Patrimoine43% of similar organizations communicate on CSR issues
+812 initiatives collected from 240 similar organizations
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