Financial and insurance consulting services, including investment advice and insurance brokerage.
B
CSR Analysis score
The organization is among the top 20% of most committed organizations, excluding the top 5%, among comparable organizations.
EmpCo Directive — September 27, 2026
We analyzed the websites of over 250,000 companies, including YCAP Partners's, to extract CSR initiatives and communications containing risky environmental claims.
Greenwashing risk score + your position within your sector
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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: June 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Acacia Patrimoine Finances
B
Financial and wealth management advisory services, including investment advice, insurance brokerage, and real estate investment.
FH Consulting
B
Financial consulting, insurance, wealth management, and investment advice for individuals and entrepreneurs.
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.
Initiatives identified among leaders
Offre d'investissement incluant des fonds responsables avec critères d'exclusion sectorielle
“ACACIA Patrimoine Finances propose une offre d'inv...” - Acacia Patrimoine Finances41% of similar organizations communicate on CSR issues
+61 initiatives collected from 56 similar organizations
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