
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.
+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
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
A
Patrimonial management, including tax optimization, real estate investments, and financial planning.
Initiatives identified among leaders
Sélection de fonds labellisés ISR, Greenfin et Finansol pour investissement responsable
“Vousconseiller propose une sélection de fonds labe...” - Vousconseiller comGestion forestière durable avec expertise spécialisée et maîtrise des risques
“Vousconseiller propose une gestion forestière resp...” - Vousconseiller comInvestissements financiers alignés sur critères ESG et projets environnementaux
“Vousconseiller sélectionne des placements financie...” - Vousconseiller com34% of similar organizations communicate on CSR issues
+149 initiatives collected from 50 similar organizations
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