
Wealth management and financial investment advisory services, including personalized strategies for asset growth, preservation, and transmission.
B
CSR Analysis score
The organization is among the top 20% of most committed organizations, excluding the top 5%, 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: December 2025
This analysis is not yet available in English. Please see the French version.
Leading organizations
Astoria Finance
B
Wealth management advisory services for individuals and businesses, including tax optimization, wealth transmission, retirement planning, cash management, and business succession preparation.
La Financière d'Orion
B
Financial and wealth management services for clients, including financial advice, investment strategies, and wealth planning.
Maison Herez
B
Wealth management services, including financial planning, investment selection, and management for clients.
Initiatives identified among leaders
Développement d'un outil digital innovant pour la gestion de patrimoine
“La Financière d'Orion a développé un outil digital...” - La Financière d'OrionDéveloppement d'un outil digital innovant pour la gestion de patrimoine
“La Financière d'Orion a développé un outil digital...” - La Financière d'Orion46% of similar organizations communicate on CSR issues
+1163 initiatives collected from 100 similar organizations
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