
Wealth management services including financial and real estate investment advice, tax optimization, health and providence, social protection and collective insurance, corporate financial engineering, and associative and cultural heritage.
+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
Visiance
B
Wealth management services including financial and real estate asset management, insurance, social protection, and patrimonial, tax, and financial engineering. We also provide consulting services to businesses and their executives.
Gan Patrimoine
B
Wealth management and financial advisory services, including savings, investments, real estate, tax optimization, retirement planning, and insurance.
Attitude Patrimoine
A
Wealth management services, including patrimonial audit, tax optimization, retirement planning, wealth transmission, and real estate investment. We also provide social protection services for independents, executives, and companies.
Initiatives identified among leaders
Offre d'épargne responsable
“Gan Patrimoine propose une offre d'épargne respons...” - Gan PatrimoineActivités sportives et séances de relaxation pour les salariés
“Le comité bien-être organise régulièrement des act...” - Attitude PatrimoineOffre d'épargne responsable pour financer des projets verts
“Gan Patrimoine propose une offre d'épargne respons...” - Gan Patrimoine49% of similar organizations communicate on CSR issues
+405 initiatives collected from 147 similar organizations
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