
Financial information and advisory services for individuals and businesses, covering topics such as insurance, banking, credit, and investments.
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: July 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
agence-ballester-grand
B
Financial advisory services for individuals, business owners, and self-employed professionals, focusing on insurance, retirement planning, and wealth management.
Mpi patrimoine
B
Financial and insurance advisory services, including wealth management, credit brokerage, and investment consulting.
Fisy Finances
A
Financial and investment advisory services for individuals and businesses, including tax optimization, retirement planning, and business succession.
Initiatives identified among leaders
Prêts solidaires pour micro-entrepreneurs exclus du système bancaire traditionnel
“FisY Finances, en partenariat avec BABYL O AN, pro...” - Fisy FinancesOffres financières et immobilières à approche responsable et éthique
“MPI-Patrimoine propose des offres financières et i...” - Mpi patrimoineInclusion financière et autonomie économique pour les femmes exclues
“Babyloan, en partenariat avec FisY Finances, met e...” - Fisy Finances40% of similar organizations communicate on CSR issues
+272 initiatives collected from 50 similar organizations
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