
Providing personalized financial and real estate investment advice, as well as retirement and social protection strategies to optimize and manage clients' assets.
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
Access the detailed report with all sector benchmarks, in-depth competitive analysis and actionable recommendations.
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: December 2025
This analysis is not yet available in English. Please see the French version.
Leading organizations
Culture Patrimoine
B
Providing strategic advice, financial and real estate investment, and continuous support for personal and professional asset management.
KG Patrimoine
B
Providing wealth management advice, including real estate investment, tax optimization, and inheritance planning.
Inovéa
B
Providing professional advice, patrimonial solutions, and personalized follow-up to help clients achieve their life goals.
Initiatives identified among leaders
Accompagnement de jeunes en formation professionnelle pour promouvoir l'éducation financière
“Inovéa accompagne les jeunes en formation professi...” - InovéaStratégie d'investissement durable
“KG Patrimoine propose une stratégie d'investisseme...” - KG PatrimoineAppel aux dons pour soutenir le Fonds de Dotation
“Inovéa lance un appel aux dons pour soutenir le Fo...” - Inovéa39% of similar organizations communicate on CSR issues
+528 initiatives collected from 100 similar organizations
Is your score incomplete? Update your CSR information and improve your positioning.
Claim this page
Updated data
Personalized recommendations
Access complete data, competitive analyses and actionable recommendations for your clients.
Comprehensive sector benchmarks
Competitive data
Ready-to-use reports