Online wealth management and savings advisory services, including simulations for various financial projects such as building wealth, funding projects, preparing for retirement, and transmitting wealth.
+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.
A
The organization is among the top 5% of organizations with the most committed CSR communication, among comparable organizations.
Leading organizations
Grisbee
B
Online wealth management advisory and tools. Offers a variety of investment options including life insurance, retirement savings, private equity, real estate investment trusts (SCPI), and responsible funds.
Le Conservateur
B
Providing savings and wealth management solutions, including various savings products, wealth valuation, diversification, retirement planning, tax management, and wealth transmission.
Cleerly
A
Providing personalized wealth management solutions for investment, savings, and retirement planning.
Initiatives identified among leaders
Engagement de long terme pour le développement durable
“Cleerly s'engage à long terme pour le développemen...” - CleerlyPublication d'informations sur les critères d'attribution du Label Finansol
“Grisbee publie des informations sur les critères d...” - GrisbeeDéclaration d'investissement dans des activités de transition et habilitantes
“Cleerly a investi dans des activités de transition...” - Cleerly50% of similar organizations communicate on CSR issues
+201 initiatives collected from 50 similar organizations
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