
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: January 2026
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.
Johnson Finance
B
Wealth management advisory services, including savings, tax optimization, real estate, diversification, and corporate treasury.
Banque Transatlantique
A
Financial and wealth management services, including investment advice, wealth management solutions, and tax analysis.
Initiatives identified among leaders
Création d'un fonds de dotation pour soutenir des projets d'intérêt général
“Création d'un fonds de dotation pour soutenir des ...” - Banque TransatlantiqueCréation d'un fonds de dotation pour soutenir des projets d'intérêt général
“Création d'un fonds de dotation pour soutenir des ...” - Banque TransatlantiqueProposer des produits d'investissement responsables
“Astoria Finance propose des produits d'investissem...” - Astoria Finance44% of similar organizations communicate on CSR issues
+602 initiatives collected from 163 similar organizations
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