
Providing wealth management services, including asset management, private equity, and real estate investments.
+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.
B
The organization is among the top 20% of organizations with the most committed CSR communication, excluding the top 5%, among comparable organizations.
Leading organizations
côme, le family office
B
Providing financial and patrimonial advisory services, asset management, real estate investments, and private equity.
Wakerstone
B
Private wealth management services including financial investments, real estate, retirement planning, social protection, and asset transmission.
Neofa
B
Providing financial advisory services for wealth management, including investments, tax optimization, real estate investments, retirement planning, and estate planning.
Initiatives identified among leaders
Définition d'une politique d'intégration des risques liés à la durabilité
“côme, le family office définit une politique d'int...” - côme, le family officeConseiller les clients sur les problématiques ESG
“Wakerstone conseille les clients sur les problémat...” - Wakerstone55% of similar organizations communicate on CSR issues
+1800 initiatives collected from 138 similar organizations
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