
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
Access the detailed report with all sector benchmarks, in-depth competitive analysis and actionable recommendations.
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
Johnson Finance
B
Wealth management advisory services, including savings, tax optimization, real estate, diversification, and corporate treasury.
KAYS Wealth Management
B
Wealth management services including financial and real estate investment advice. The company offers a global approach to address clients' life problems and objectives, prioritizing prudence and impartiality in partner selection and recommendations.
Wakerstone
B
Private wealth management services including financial investments, real estate, retirement planning, social protection, and asset transmission.
Initiatives identified among leaders
Définition de valeurs et d'un engagement éthique
“KAYS Wealth Management a défini des valeurs et un ...” - KAYS Wealth ManagementRenforcement des critères ISR pour exclure les entreprises nuisibles au climat
“Le label ISR a été mis à jour en novembre 2023 pou...” - Johnson FinanceDéfinition de mentions légales et de garanties financières
“KAYS Wealth Management a défini des mentions légal...” - KAYS Wealth Management48% of similar organizations communicate on CSR issues
+692 initiatives collected from 149 similar organizations
Is your score incomplete? Update your CSR information and improve your positioning.
Claim this page
Updated data
Personalized recommendations
Access complete data, competitive analyses and actionable recommendations for your clients.
Comprehensive sector benchmarks
Competitive data
Ready-to-use reports