
Providing financial and patrimonial advisory services, asset management, real estate investments, and private equity.
+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
Rhétorès Finance
B
Providing wealth management services, including asset management, private equity, and real estate investments.
Groupe Andrieu
B
Providing real estate services including investment, asset management, commercialization, and advisory services.
Culture Patrimoine
B
Providing strategic advice, financial and real estate investment, and continuous support for personal and professional asset management.
Initiatives identified among leaders
Obtention d'une certification pour renforcer la confiance des clients
“Obtention d'une certification pour renforcer la co...” - Rhétorès FinancePartage de la valeur avec les salariés associés
“Rhétorès Finance partage la valeur avec les salari...” - Rhétorès FinanceDéveloppement d'une stratégie de société à mission
“Culture Patrimoine a développé une stratégie de so...” - Culture Patrimoine57% of similar organizations communicate on CSR issues
+440 initiatives collected from 79 similar organizations
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