
Wealth management and financial investment advisory services. Assistance in the creation, enhancement, preservation, and transmission of private and professional assets. Expertise in patrimonial engineering, financial investments, tax optimization, and retirement planning.
EmpCo Directive — September 27, 2026
We analyzed the websites of over 250,000 companies, including AS Finance Conseil'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: August 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
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.
Haussmann Patrimoine
A
Wealth management advisory services, including financial and real estate investment solutions, global patrimonial support, insurance contract management, real estate transactions, patrimonial engineering, family office services, and tax optimization.
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.
Initiatives identified among leaders
Sponsoring et dons à des associations caritatives en 2020 et 2021
“Haussmann Patrimoine a sponsorisé un équipage part...” - Haussmann PatrimoineOrientation vers des investissements responsables pour les clients
“De Sancy Patrimoine s'engage à orienter ses client...” - De Sancy PatrimoineSponsoring et dons à des associations caritatives en 2020 et 2021
“Haussmann Patrimoine a sponsorisé un équipage part...” - Haussmann Patrimoine52% of similar organizations communicate on CSR issues
+855 initiatives collected from 309 similar organizations
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