
Wealth management services, including customized investment solutions, specializing in finance, real estate, and taxation.
+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: January 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Valority Investissement
B
Wealth management, including real estate investment, financial planning, and property management.
Visiance
B
Wealth management services including financial and real estate asset management, insurance, social protection, and patrimonial, tax, and financial engineering. We also provide consulting services to businesses and their executives.
Johnson Finance
B
Wealth management advisory services, including savings, tax optimization, real estate, diversification, and corporate treasury.
Initiatives identified among leaders
Développement d'une offre commerciale pour investir dans l'industrie verte
“Valority Investissement propose un plan d'épargne ...” - Valority InvestissementOffre de placements éthiques et socialement responsables pour clients
“La gestion de patrimoine propose des placements ét...” - Johnson FinanceRéduire sa consommation d'énergie
“Valority Investissement propose des conseils pour ...” - Valority Investissement46% of similar organizations communicate on CSR issues
+561 initiatives collected from 134 similar organizations
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