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
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
La Financière d'Orion
B
Financial and wealth management services for clients, including financial advice, investment strategies, and wealth planning.
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.
Initiatives identified among leaders
Développement d'un outil digital innovant pour la gestion de patrimoine
“La Financière d'Orion a développé un outil digital...” - La Financière d'OrionContrat d'assurance-vie individuel
“Oceanic Finance propose un contrat d'assurance-vie...” - Oceanic FinanceRésidence dans un écoquartier
“Oceanic Finance propose une résidence dans un écoq...” - Oceanic Finance40% of similar organizations communicate on CSR issues
+425 initiatives collected from 100 similar organizations
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