Financial investment and tax optimization advisory services for individuals and businesses.
B
CSR Analysis score
The organization is among the top 20% of most committed organizations, excluding the top 5%, among comparable organizations.
EmpCo Directive — September 27, 2026
We analyzed the websites of over 250,000 companies, including Oceanic Finance's, to extract CSR initiatives and communications containing risky environmental claims.
Greenwashing risk score + your position within your sector
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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: June 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
H&D Patrimoine
B
Financial and investment advisory services for individuals, including retirement planning, tax optimization, real estate investment, capital growth, succession planning, and insurance.
Iroise Investissement
B
Financial and investment advisory services for individuals, including retirement planning, family protection, tax optimization, education financing, sustainable savings, and real estate solutions.
Selexium
A
Financial advisory services including wealth management, tax optimization, real estate credit, and financial investments.
Initiatives identified among leaders
financer l'économie circulaire et responsable
“Selexium finance l'économie circulaire et responsa...” - Selexiumfinancer l'économie circulaire et responsable
“Selexium finance l'économie circulaire et responsa...” - SelexiumOffre engagée pour la transition écologique ou sociale
“H&D Patrimoine propose le dispositif Girardin Indu...” - H&D Patrimoine49% of similar organizations communicate on CSR issues
+253 initiatives collected from 74 similar organizations
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