Providing wealth management advice for individuals and professionals, including savings planning, tax reduction, real estate investment, and business management.
+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
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Leading organizations
VIP Conseils
B
Wealth management, capital transmission, retirement planning, financial investment advice, tax optimization, and insurance for individuals, self-employed professionals, and business leaders.
Gan Patrimoine
B
Wealth management and financial advisory services, including savings, investments, real estate, tax optimization, retirement planning, and insurance.
Johnson Finance
B
Wealth management advisory services, including savings, tax optimization, real estate, diversification, and corporate treasury.
Initiatives identified among leaders
Offre d'épargne responsable
“Gan Patrimoine propose une offre d'épargne respons...” - Gan PatrimoineOffre d'épargne responsable pour financer des projets verts
“Gan Patrimoine propose une offre d'épargne respons...” - Gan Patrimoine50% of similar organizations communicate on CSR issues
+651 initiatives collected from 129 similar organizations
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