CSR Positioning Cleerly | initiatives and commitments

Sector data Finance, banque et assurances

39,563CSR initiatives analyzed in sector Finance, banque et assurances

4,123Companies in sector Finance, banque et assurances

1,815SMEs (10 to 250 employees) in sector Finance, banque et assurances

+160,000

Total organizations analyzed

Discover our sector reports

Detailed analysis by theme

Analysis by axis

Discover the complete analysis

Access the detailed report with all sector benchmarks, in-depth competitive analysis and actionable recommendations.

How are these scores calculated?

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

Our Complete Methodology FAQ on CSR scores

Last update: January 2026

They trust us

Our analysis of CSR engagements at Cleerly

This analysis is not yet available in English. Please see the French version.

Sources analyzed
(9 documents)

Competitive analysis

Leading organizations

Gestion de Patrimoine

Providing wealth management advice for individuals and professionals, including savings planning, tax reduction, real estate investment, and business management.

Rhétorès Finance

Providing wealth management services, including asset management, private equity, and real estate investments.

Gan Patrimoine

Wealth management and financial advisory services, including savings, investments, real estate, tax optimization, retirement planning, and insurance.

Initiatives identified among leaders

Offre d'épargne responsable

“Gan Patrimoine propose une offre d'épargne respons...” - Gan Patrimoine

Obtention d'une certification pour renforcer la confiance des clients

“Obtention d'une certification pour renforcer la co...” - Rhétorès Finance

Favorisation de la mobilité douce

“rhetores finance encourage la mobilité douce pour ...” - Rhétorès Finance

47% of similar organizations communicate on CSR issues

+1562 initiatives collected from 92 similar organizations

Do you represent Cleerly?

Is your score incomplete? Update your CSR information and improve your positioning.

✓

Claim this page

✓

Updated data

✓

Personalized recommendations

Interested in this data ?

Access complete data, competitive analyses and actionable recommendations for your clients.

✓

Comprehensive sector benchmarks

✓

Competitive data

✓

Ready-to-use reports

CSR Analysis Cleerly

CSR / Transition Solutions

Sector data Finance, banque et assurances