Financial and real estate investment advisory services for wealth management, including tax optimization, inheritance planning, and socially responsible investments.
+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: January 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Liins
B
Financial and real estate investment advisory services for individuals, including tax optimization, retirement planning, and wealth management.
Selexium
A
Financial advisory services including wealth management, tax optimization, real estate credit, and financial investments.
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
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...” - SelexiumLancement d’un plan d’épargne climatique pour les jeunes de moins de 21 ans
“Le Plan Épargne Avenir Climat (PEAC) est présenté ...” - Liins46% of similar organizations communicate on CSR issues
+477 initiatives collected from 171 similar organizations
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