Wealth management and financial advisory services, including real estate, insurance, financial investments, and financing solutions.
A
CSR Analysis score
The organization is among the top 5% of organizations with the most committed CSR positioning, 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: March 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Equance
B
Private wealth management and financial advisory services for individuals, families, business owners, and legal entities, including investment management, real estate investment, and tax advisory.
CSConsulting
B
Wealth management services, including real estate investments, financial placements, and patrimonial management training.
Capfinances 35
B
Financial advisory services for individuals, including wealth management, retirement planning, insurance, and real estate investments.
Initiatives identified among leaders
Récapitulatif des solutions pour réduire consommation énergétique des biens
“Capfinances propose un article récapitulatif pour ...” - Capfinances 35Exemple d'investissement Girardin industriel pour énergie renouvelable en Outre-mer
“Exemple concret d'investissement via le dispositif...” - CSConsultingSélection de partenaires assureurs avec politiques d’exclusion pour intégrer durabilité.
“Capfinances évalue et privilégie les partenaires a...” - Capfinances 3551% of similar organizations communicate on CSR issues
+244 initiatives collected from 49 similar organizations
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