
Wealth management advisory services for individuals and businesses, including tax optimization, wealth transmission, retirement planning, cash management, and business succession preparation.
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: January 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Johnson Finance
B
Wealth management advisory services, including savings, tax optimization, real estate, diversification, and corporate treasury.
AS Finance Conseil
B
Wealth management and financial investment advisory services, including personalized strategies for asset growth, preservation, and transmission.
Attitude Patrimoine
B
Wealth management consulting, including patrimonial audit, tax optimization, retirement planning, and wealth transmission.
Initiatives identified among leaders
Évaluation des risques de durabilité dans les conseils financiers selon SFDR et taxonomie.
“Attitude Patrimoine évalue les risques de durabili...” - Attitude PatrimoineMise à jour du label ISR selon les nouvelles directives
“Le label ISR évolue pour renforcer les exigences e...” - Johnson FinanceIntégration des critères ESG dans la sélection des instruments financiers
“AS Finance Conseil intègre les risques de durabili...” - AS Finance Conseil48% of similar organizations communicate on CSR issues
+700 initiatives collected from 153 similar organizations
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