
Financial and investment advisory services for individuals, including retirement planning, family protection, tax optimization, education financing, sustainable savings, and real estate 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
This analysis is not yet available in English. Please see the French version.
Leading organizations
Capfinances 35
B
Financial advisory services for individuals, including wealth management, retirement planning, insurance, and real estate investments.
Vousconseiller
B
Financial and real estate wealth management advisory services, offering personalized solutions for asset growth and security.
Carat Capital
B
Wealth management advisory services, including tax optimization, family and business protection, and international wealth management.
Initiatives identified among leaders
Sélection de fonds labellisés ISR, Greenfin et Finansol pour investissement responsable
“Vousconseiller propose une sélection de fonds labe...” - VousconseillerRécapitulatif des solutions pour réduire consommation énergétique des biens
“Capfinances propose un article récapitulatif pour ...” - Capfinances 35Indépendance, intégrité et vision long terme dans les engagements éthiques clients
“Vousconseiller s’engage à maintenir son indépendan...” - Vousconseiller47% of similar organizations communicate on CSR issues
+264 initiatives collected from 55 similar organizations
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