Insurance brokerage and wealth management advisory services, including risk assessment and management.
B
CSR Analysis score
The organization is among the top 20% of most committed organizations, excluding the top 5%, among comparable organizations.
+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
Courtana
B
Insurance brokerage and wealth management services for individuals and businesses, offering personalized advice and financial planning solutions.
Cogessur
B
Insurance brokerage, prevention, and security services for individuals and professionals.
Proximité Courtage
B
Insurance brokerage services including financial investments, health protection, provident funds, and loan insurance.
Initiatives identified among leaders
Offre de placement financier avec impact social indirect
“Proximité Courtage propose une offre de placement ...” - Proximité CourtageInvestissement dans les PME innovantes
“Proximité Courtage propose des fonds d'investissem...” - Proximité CourtageOffre de placement financier avec impact social indirect
“Proximité Courtage propose une offre de placement ...” - Proximité Courtage30% of similar organizations communicate on CSR issues
+65 initiatives collected from 50 similar organizations
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