
Patrimonial, financial and real estate consulting. Conducting patrimonial audits, developing personalized strategies, recommending financial envelopes, structuring real estate assets, searching for real estate properties, optimizing cash flow solutions, and providing retirement and employee savings solutions.
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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: December 2025
This analysis is not yet available in English. Please see the French version.
B
The organization is among the top 20% of organizations with the most committed CSR communication, excluding the top 5%, among comparable organizations.
Leading organizations
Iroise Investissement
B
Patrimonial consulting and management for individuals and professionals, including retirement planning, family protection, tax optimization, education financing, sustainable savings, savings management, real estate, and private equity.
Value Concept
B
Patrimonial advisory services, including tax optimization, savings, health and welfare, patrimonial engineering, diversification, and real estate.
Vousconseiller com
B
Patrimonial management, including tax optimization, real estate investments, and financial planning.
Initiatives identified among leaders
Investissement dans des infrastructures de transition énergétique
“Vousconseiller com investit dans des infrastructur...” - Vousconseiller comInvestissement dans des infrastructures de transition énergétique
“Vousconseiller com investit dans des infrastructur...” - Vousconseiller comInvestissement dans la forêt pour la préservation de la biodiversité
“Vousconseiller com propose des investissements dan...” - Vousconseiller com38% of similar organizations communicate on CSR issues
+371 initiatives collected from 100 similar organizations
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