
Wealth management advisory services, including financial audits, capital management, tax optimization, and succession planning for individuals and businesses.
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: June 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Astoria Finance
B
Wealth management advisory services, including financial investments, life insurance, tax optimization solutions, and business owner support.
L&A Finance
B
Wealth management advisory services, including personalized audits, legal structuring, and access to investment tools for individuals.
Johnson Finance
B
Wealth management advisory services, including savings, tax optimization, real estate, diversification, and corporate treasury.
Initiatives identified among leaders
Intégration des critères ESG dans les décisions d'investissement pour l'épargne durable
“L&A Finance promeut l'épargne durable à travers un...” - L&A FinanceMise à jour du label ISR selon les nouvelles directives
“Le label ISR évolue pour renforcer les exigences e...” - Johnson FinanceIntégration des critères ESG dans les décisions d'investissement pour l'épargne durable
“L&A Finance promeut l'épargne durable à travers un...” - L&A Finance44% of similar organizations communicate on CSR issues
+422 initiatives collected from 268 similar organizations
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