Retirement consulting and support services for individuals and businesses, including retirement assessments, liquidation assistance, and educational webinars.
+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.
B
The organization is among the top 20% of organizations with the most committed CSR communication, excluding the top 5%, among comparable organizations.
Leading organizations
Visioretraite
B
Retirement consulting and support, including free diagnostics and customized audits to optimize retirement situations for clients.
Médicis, la mutuelle retraite des indépendants et entrepreneurs
B
Providing complementary retirement savings solutions for self-employed individuals and entrepreneurs. Financial advisory services, tax optimization, retirement planning, and family protection.
Groupe HubSYS
B
Providing wealth management advice, retirement planning, investment strategies, tax optimization, private management, and guidance for business leaders.
Initiatives identified among leaders
Développement d'une démarche RSE
“Médicis développe une démarche RSE pour inscrire s...” - Médicis, la mutuelle retraite des indépendants et entrepreneursInvestissement dans des fonds thématiques
“Groupe HubSYS propose un fonds thématique appelé G...” - Groupe HubSYSIndicateurs de mesure de l'impact environnemental
“Médicis, la mutuelle retraite des indépendants et ...” - Médicis, la mutuelle retraite des indépendants et entrepreneurs48% of similar organizations communicate on CSR issues
+295 initiatives collected from 50 similar organizations
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