
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.
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
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 ManagementMise à jour du label ISR
“Mise à jour du label ISR pour obtenir des changeme...” - Johnson FinanceObtention de certifications et accréditations officielles
“KAYS Wealth Management a obtenu des accréditations...” - KAYS Wealth Management48% of similar organizations communicate on CSR issues
+567 initiatives collected from 149 similar organizations
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