Financial and wealth management advisory services for individuals and professionals, including retirement planning, insurance, and tax optimization.
E
CSR Analysis score
The organization does not position itself on any CSR axis.
+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
Aegis Financial
B
Financial planning and wealth advisory services for individuals and organizations, including customized financial solutions and tax 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
Contrat d'assurance-vie individuel
“Oceanic Finance propose un contrat d'assurance-vie...” - Oceanic FinanceFonds d’investissement durable
“Neofa propose des fonds d'investissement durables ...” - NeofaRésidence dans un écoquartier
“Oceanic Finance propose une résidence dans un écoq...” - Oceanic Finance40% of similar organizations communicate on CSR issues
+809 initiatives collected from 199 similar organizations
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