Providing savings and retirement solutions for individuals, independents, and businesses, including life insurance, retirement plans, and personalized financial services.
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: February 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
La France Mutualiste
B
Providing savings and retirement preparation services, including life insurance contracts and individual retirement savings plans.
Cleerly
A
Providing personalized wealth management solutions for investment, savings, and retirement planning.
Dilemme
B
Financial education and planning services, focusing on savings products, investment, real estate credit, insurance, and retirement planning.
Initiatives identified among leaders
Engagement de long terme pour le développement durable
“Cleerly s'engage à long terme pour le développemen...” - CleerlyProcessus interne pour réduire exposition aux combustibles fossiles dans les portefeuilles.
“La France Mutualiste met en place un processus int...” - La France MutualistePréservation de la biodiversité sur et autour des sites
“Cleerly prend en compte les impacts et les risques...” - Cleerly68% of similar organizations communicate on CSR issues
+911 initiatives collected from 50 similar organizations
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