
Providing a complete range of investment products, including real estate (new and old), insurance, financial placement, and financing. Training independent wealth management consultants.
+160,000
Total organizations analyzedAnalysis by axis
Access the detailed report with all sector benchmarks, in-depth competitive analysis and actionable recommendations.
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.
A
The organization is among the top 5% of organizations with the most committed CSR communication, among comparable organizations.
Leading organizations
Rhétorès Finance
B
Providing wealth management services, including asset management, private equity, and real estate investments.
Consultim Partners
B
Providing innovative and high-value investment solutions for wealth management professionals, focusing on real estate and financial products.
Neofa
B
Providing financial advisory services for wealth management, including investments, tax optimization, real estate investments, retirement planning, and estate planning.
Initiatives identified among leaders
Allocation des actifs pour atteindre les caractéristiques environnementales et sociales
“Allocation des actifs pour atteindre les caractéri...” - Consultim PartnersFavorisation de la mobilité douce
“rhetores finance encourage la mobilité douce pour ...” - Rhétorès FinanceIntégration de critères environnementaux sociaux et de gouvernance dans la stratégie d'investissement
“Intégration de critères environnementaux, sociaux ...” - Consultim Partners42% of similar organizations communicate on CSR issues
+1650 initiatives collected from 100 similar organizations
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