
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
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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: March 2026
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.
Neofa
B
Providing financial advisory services for wealth management, including investments, tax optimization, real estate investments, retirement planning, and estate planning.
Le Conservateur
B
Providing savings and wealth management solutions, including various savings products, wealth valuation, diversification, retirement planning, tax management, and wealth transmission.
Initiatives identified among leaders
Valorisation des entreprises à impact environnemental
“rhetores finance valorise les entreprises à impact...” - Rhétorès FinanceObtention de labels de qualité pour des produits financiers
“Le Conservateur a obtenu des labels de qualité pou...” - Le ConservateurSoutien à l'association Hope
“rhetores finance soutient l'association Hope pour ...” - Rhétorès Finance42% of similar organizations communicate on CSR issues
+244 initiatives collected from 50 similar organizations
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