CSR Analysis Socoa Conseil
socoa-conseil.frFinancial and real estate investment advisory services for wealth management, including tax optimization, inheritance planning, and socially responsible investments.
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: December 2025
This analysis is not yet available in English. Please see the French version.
B
The organization is among the top 20% of organizations with the most committed CSR communication, excluding the top 5%, among comparable organizations.
Leading organizations
Neofa
B
Providing financial advisory services for wealth management, including investments, tax optimization, real estate investments, retirement planning, and estate planning.
Oceanic Finance
B
Financial advisory and wealth management services, including investment and tax optimization.
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...” - SelexiumContrat d'assurance-vie individuel
“Oceanic Finance propose un contrat d'assurance-vie...” - Oceanic Finance38% of similar organizations communicate on CSR issues
+306 initiatives collected from 100 similar organizations
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