
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.
EmpCo Directive — September 27, 2026
We analyzed the websites of over 250,000 companies, including Traditia's, to extract CSR initiatives and communications containing risky environmental claims.
Greenwashing risk score + your position within your sector
+250,000
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.
De Sancy Patrimoine
A
Wealth management advisory services, including patrimonial organization, optimization, and transmission. Financial investments, real estate investments, tax optimization, retirement, and social protection planning for professionals and individuals.
Gan Patrimoine
B
Wealth management and financial advisory services, including savings, investments, real estate, tax optimization, retirement planning, and insurance.
Initiatives identified among leaders
Offre d'épargne responsable
“Gan Patrimoine propose une offre d'épargne respons...” - Gan PatrimoineAccompagnement fiscal pour investissements énergies renouvelables en DOM-TOM
“De Sancy Patrimoine accompagne ses clients dans de...” - De Sancy PatrimoineGestion déléguée durable pour les contrats en gestion déléguée
“Gan Patrimoine propose une gestion déléguée durabl...” - Gan Patrimoine52% of similar organizations communicate on CSR issues
+436 initiatives collected from 145 similar organizations
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