
Wealth management advisory services, including financial investments, life insurance, tax optimization solutions, and business owner support.
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
Access the detailed report with all sector benchmarks, in-depth competitive analysis and actionable recommendations.
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
Gan Patrimoine
B
Wealth management and financial advisory services, including savings, investments, real estate, tax optimization, retirement planning, and insurance.
Ascalon Finances
B
Wealth management and financial advisory services for individuals, business owners, and professionals, including capital management, tax optimization, retirement planning, and estate planning.
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
Offre d'épargne responsable
“Gan Patrimoine propose une offre d'épargne respons...” - Gan PatrimoineOffre d'épargne responsable pour financer des projets verts
“Gan Patrimoine propose une offre d'épargne respons...” - Gan PatrimoineIntégration des risques ESG dans les conseils financiers et adaptation progressive.
“Colbert Patrimoine Finance intègre les risques de ...” - Colbert Patrimoine Finance44% of similar organizations communicate on CSR issues
+528 initiatives collected from 297 similar organizations
Is your score incomplete? Update your CSR information and improve your positioning.
Claim this page
Updated data
Personalized recommendations
Access complete data, competitive analyses and actionable recommendations for your clients.
Comprehensive sector benchmarks
Competitive data
Ready-to-use reports