Financial and wealth management services, including investment advice, wealth management solutions, and tax analysis.
A
CSR Analysis score
The organization is among the top 5% of organizations with the most committed CSR positioning, 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: January 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Oceanic Finance
B
Financial advisory and wealth management services, including investment and tax optimization.
Neofa
B
Providing financial advisory services for wealth management, including investments, tax optimization, real estate investments, retirement planning, and estate planning.
Colbert Patrimoine Finance
B
Financial and estate management advisory services, including tax and estate strategies, asset management, and financing.
Initiatives identified among leaders
Déclaration d'informations en matière de durabilité dans le secteur des services financiers
“Colbert Patrimoine Finance prend des mesures pour ...” - Colbert Patrimoine FinanceContrat d'assurance-vie individuel
“Oceanic Finance propose un contrat d'assurance-vie...” - Oceanic FinanceDéclaration d'informations en matière de durabilité dans le secteur des services financiers
“Colbert Patrimoine Finance prend des mesures pour ...” - Colbert Patrimoine Finance41% of similar organizations communicate on CSR issues
+624 initiatives collected from 173 similar organizations
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