Private wealth management and investment advisory services for capital preservation, valuation, and management. Offering innovative and atypical funds with a responsible investment philosophy aligned with sustainability issues.
+160,000
Total organizations analyzedAnalysis by axis
Access the detailed report with all sector benchmarks, in-depth competitive analysis and actionable recommendations.
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
Equance
B
Private wealth management and financial advisory services for individuals, families, business owners, and legal entities, including investment management, real estate investment, and tax advisory.
Opéra • bureau de famille
B
Private wealth management, including optimization and securing of assets, financial advice, and administrative support.
Wakerstone
B
Private wealth management services including financial investments, real estate, retirement planning, social protection, and asset transmission.
Initiatives identified among leaders
Conseiller les clients sur les problématiques ESG
“Wakerstone conseille les clients sur les problémat...” - WakerstoneAdhésion à une organisation pour contribuer à des projets environnementaux
“opéra • bureau de famille est entreprise mécène du...” - Opéra • bureau de familleDéveloppement de produits financiers durables
“opéra • bureau de famille propose des produits fin...” - Opéra • bureau de famille62% of similar organizations communicate on CSR issues
+805 initiatives collected from 50 similar organizations
Is your score incomplete? Update your CSR information and improve your positioning.
Claim this page
Updated data
Personalized recommendations
Access complete data, competitive analyses and actionable recommendations for your clients.
Comprehensive sector benchmarks
Competitive data
Ready-to-use reports