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.
+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: June 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
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.
Heol Patrimoine
B
Financial investment advice, insurance brokerage, banking and financial brokerage, real estate transactions, and tax and estate planning engineering.
Initiatives identified among leaders
Définition de process interne pour le respect des dispositions réglementaires et la déontologie
“heol patrimoine a mis en place un processus intern...” - Heol PatrimoineOffre engagée pour la transition écologique ou sociale
“H&D Patrimoine propose le dispositif Girardin Indu...” - H&D Patrimoine36% of similar organizations communicate on CSR issues
+57 initiatives collected from 56 similar organizations
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