Financial advisory services for individuals, business owners, and self-employed professionals, focusing on insurance, retirement planning, and wealth 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: March 2026
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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.
Maubourg Patrimoine
A
Independent financial advisory services for families, liberal professions, and business owners, focusing on financial investments, retirement planning, tax optimization, and wealth transmission.
PERENNITY Stratégie & Patrimoine
B
Financial and wealth management advisory services for entrepreneurs, individuals, families, and independent professionals.
Initiatives identified among leaders
Démarche de labélisation ISR immobilier
“Maubourg patrimoine a mis en place une démarche de...” - Maubourg PatrimoineAmélioration de l'efficacité énergétique
“Maubourg Patrimoine améliore l'efficacité énergéti...” - Maubourg PatrimoineCollecte massive des données ESG
“Maubourg patrimoine a mis en place une organisatio...” - Maubourg Patrimoine30% of similar organizations communicate on CSR issues
+148 initiatives collected from 79 similar organizations
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