
Personalized consulting for defining, optimizing, and implementing patrimonial and life solutions.
+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
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Leading organizations
Kentel Patrimoine
B
Patrimonial, financial and real estate consulting. Conducting patrimonial audits, developing personalized strategies, recommending financial envelopes, structuring real estate assets, searching for real estate properties, optimizing cash flow solutions, and providing retirement and employee savings solutions.
CPI Groupe
B
Patrimonial consulting for individuals, business owners, and self-employed professionals, including financial and real estate investments, and social protection.
Value Concept
B
Patrimonial advisory services, including tax optimization, savings, health and welfare, patrimonial engineering, diversification, and real estate.
Initiatives identified among leaders
Développement d'une offre commerciale engagée pour la transition écologique ou sociale
“Kentel Patrimoine a créé Breizh Global Invest, un ...” - Kentel PatrimoinePromesse d'une approche éthique et globale
“Value Concept Patrimoine prend en compte les enjeu...” - Value ConceptDéveloppement d'une offre commerciale engagée pour la transition écologique ou sociale
“Kentel Patrimoine a créé Breizh Global Invest, un ...” - Kentel Patrimoine43% of similar organizations communicate on CSR issues
+118 initiatives collected from 49 similar organizations
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