
Financial and real estate wealth management advisory services, offering personalized solutions for asset growth and security.
+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
Finzzle groupe
A
Wealth management and financial advisory services, including real estate, insurance, financial investments, and financing solutions.
Evolufi
B
Financial advisory services, including credit and real estate solutions for personal wealth management.
AS Finance Conseil
B
Wealth management and financial investment advisory services, including personalized strategies for asset growth, preservation, and transmission.
Initiatives identified among leaders
Solutions de don stratégique pour entreprises et individus via divers mécanismes.
“Le groupe développe des **solutions de don stratég...” - Finzzle groupeSolutions de don stratégique pour entreprises et individus via divers mécanismes.
“Le groupe développe des **solutions de don stratég...” - Finzzle groupeProgramme philanthropique impliquant consultants dans des actions sociétales et environnementales.
“Le groupe a mis en place un programme philanthropi...” - Finzzle groupe50% of similar organizations communicate on CSR issues
+700 initiatives collected from 298 similar organizations
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