Financial and investment advisory services for individuals, including retirement planning, tax optimization, real estate investment, capital growth, succession planning, and insurance.
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
Socoa Conseil
B
Financial and real estate investment advisory services for wealth management, including tax optimization, inheritance planning, and socially responsible investments.
Neofa
B
Providing financial advisory services for wealth management, including investments, tax optimization, real estate investments, retirement planning, and estate planning.
Selexium
A
Financial advisory services including wealth management, real estate tax optimization, mortgage brokering, and investment planning.
Initiatives identified among leaders
financer l'économie circulaire et responsable
“Selexium finance l'économie circulaire et responsa...” - Selexiumfinancer l'économie circulaire et responsable
“Selexium finance l'économie circulaire et responsa...” - Selexium37% of similar organizations communicate on CSR issues
+229 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