Providing financial planning and advisory services to individuals, including investment solutions, wealth management services, and insurance.
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
Aegis Financial
B
Financial planning and wealth advisory services for individuals and organizations, including customized financial solutions and tax planning.
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.
Crédit Agricole Centre France
B
Providing financial services including banking, investment, and wealth management to individual and corporate clients.
Initiatives identified among leaders
Financer des projets de production d'énergie renouvelable
“Crédit Agricole Centre France a financé 152,01 M€ ...” - Crédit Agricole Centre FranceRecrutement et maintien dans l'emploi des personnes en situation de handicap
“Recrutement et maintien dans l'emploi des personne...” - Crédit Agricole Centre FranceDéveloppement d'une offre commerciale pour les énergies renouvelables
“Crédit Agricole Centre France propose des solution...” - Crédit Agricole Centre France34% of similar organizations communicate on CSR issues
+1770 initiatives collected from 198 similar organizations
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