
Financial and patrimonial advisory services, including investment strategies, retirement planning, estate planning, and tax planning for individuals.
EmpCo Directive — September 27, 2026
We analyzed the websites of over 250,000 companies, including Le Patrimoine Bleu's, to extract CSR initiatives and communications containing risky environmental claims.
Greenwashing risk score + your position within your sector
+250,000
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: August 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
H&D Patrimoine
B
Financial and investment advisory services for individuals, including retirement planning, tax optimization, real estate investment, capital growth, succession planning, and insurance.
Fisy Finances
A
Financial and investment advisory services for individuals and businesses, including tax optimization, retirement planning, and business succession.
Liins
B
Financial and real estate investment advisory services for individuals, including tax optimization, retirement planning, and wealth management.
Initiatives identified among leaders
Prêts solidaires pour micro-entrepreneurs exclus du système bancaire traditionnel
“FisY Finances, en partenariat avec BABYL O AN, pro...” - Fisy FinancesLancement d’un plan d’épargne climatique pour les jeunes de moins de 21 ans
“Le Plan Épargne Avenir Climat (PEAC) est présenté ...” - LiinsInclusion financière et autonomie économique pour les femmes exclues
“Babyloan, en partenariat avec FisY Finances, met e...” - Fisy Finances52% of similar organizations communicate on CSR issues
+245 initiatives collected from 196 similar organizations
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