
Providing personalized wealth management solutions for investment, savings, and retirement planning.
B
CSR Analysis score
The organization is among the top 20% of most committed organizations, excluding the top 5%, among comparable organizations.
EmpCo Directive — September 27, 2026
We analyzed the websites of over 250,000 companies, including Cleerly's, to extract CSR initiatives and communications containing risky environmental claims.
Greenwashing risk score + your position within your sector
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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: September 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Lexa
B
Personalized wealth management advisory services, including financial planning and investment solutions tailored to individual client needs.
Generali Patrimoine
B
Provides wealth management solutions, including life insurance, capitalization, retirement plans, and digital services for financial professionals.
Vousconseiller
B
Financial and real estate wealth management advisory services, offering personalized solutions for asset growth and security.
Initiatives identified among leaders
Sélection de fonds labellisés ISR, Greenfin et Finansol pour investissement responsable
“Vousconseiller propose une sélection de fonds labe...” - VousconseillerGestion forestière durable avec expertise spécialisée et maîtrise des risques
“Vousconseiller propose une gestion forestière resp...” - VousconseillerInvestissements financiers alignés sur critères ESG et projets environnementaux
“Vousconseiller sélectionne des placements financie...” - Vousconseiller55% of similar organizations communicate on CSR issues
+279 initiatives collected from 122 similar organizations
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