Retirement consulting and digital solutions for individuals, companies, banks, insurers, and wealth managers. Services include retirement assessments, application support, personalized advisory sessions, and training programs.
+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: June 2026
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Leading organizations
Visioretraite
B
Retirement consulting and optimization services for individuals, including free retirement audits and personalized support to improve future retirement situations.
Garance
B
Providing savings and retirement solutions for individuals, independents, and businesses, including life insurance, retirement plans, and personalized financial services.
Cleerly
A
Providing personalized wealth management solutions for investment, savings, and retirement planning.
Initiatives identified among leaders
Investissement socialement responsable
“GARANCE a fait de l'investissement socialement res...” - GaranceExclure les actifs impliqués dans l'extraction de combustibles fossiles
“Cleerly exclut les actifs impliqués dans l'extract...” - CleerlyStratégie d'entreprise pour la construction d'un futur durable
“Garance s'est engagée à limiter le réchauffement c...” - Garance44% of similar organizations communicate on CSR issues
+251 initiatives collected from 50 similar organizations
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