
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: December 2025
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.
Verney Conseil
B
Wealth management services including financial, real estate, and tax solutions for individuals and businesses. Customized support for wealth creation, tax optimization, spouse protection, education planning, retirement preparation, and investment profitability optimization.
AS Finance Conseil
B
Wealth management and financial investment advisory services, including personalized strategies for asset growth, preservation, and transmission.
Initiatives identified among leaders
Mise à jour du label ISR
“Mise à jour du label ISR pour obtenir des changeme...” - Johnson FinanceDéclaration de politique de confidentialité
“Verney Conseil s'abstient de communiquer et d'expl...” - Verney ConseilIntégration des critères ESG dans la sélection des instruments financiers
“AS Finance Conseil intègre les risques de durabili...” - AS Finance Conseil45% of similar organizations communicate on CSR issues
+499 initiatives collected from 100 similar organizations
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