Private wealth management, including financial investments, real estate, insurance, and inheritance planning for individuals and business leaders.
C
CSR Analysis score
The organization is among the 50% most committed organizations, excluding the top 20%, among comparable organizations.
+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: March 2026
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Leading organizations
PERENNITY Stratégie & Patrimoine
B
Financial and wealth management advisory services for entrepreneurs, individuals, families, and independent professionals.
H&D Patrimoine
B
Financial and investment advisory services for individuals, including retirement planning, tax optimization, real estate investment, capital growth, succession planning, and insurance.
agence-ballester-grand
B
Financial advisory services for individuals, business owners, and self-employed professionals, focusing on insurance, retirement planning, and wealth management.
Initiatives identified among leaders
Définition d'une politique d'entreprise responsable
“PERENNITY Stratégie & Patrimoine a défini une poli...” - PERENNITY Stratégie & PatrimoineOffre engagée pour la transition écologique ou sociale
“H&D Patrimoine propose le dispositif Girardin Indu...” - H&D Patrimoine36% of similar organizations communicate on CSR issues
+1287 initiatives collected from 50 similar organizations
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