
Insurance brokerage and wealth management services for individuals and businesses, offering personalized advice and financial planning 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
MS Patrimoine et assurances
B
Insurance brokerage and wealth management advisory services, including risk assessment and management.
AlliA
B
Insurance brokerage for businesses, offering tailored solutions and risk management advice.
Proximité Courtage
B
Insurance brokerage and financial investment advisory services, including health protection, retirement planning, and loan insurance.
Initiatives identified among leaders
Prise en compte des risques de durabilité dans les conseils d'assurance avec investissement.
“AlliA a intégré dans sa politique de conseil en as...” - AlliAIntégration de durabilité et éthique dans les services d'assurance et gestion de patrimoine
“MS Patrimoine et assurances intègre les principes ...” - MS Patrimoine et assurances26% of similar organizations communicate on CSR issues
+121 initiatives collected from 111 similar organizations
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