Development of digital solutions for wealth management and finance professionals, including tools for portfolio management, customer relationship management, investment strategy, and financial product distribution.
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
Access the detailed report with all sector benchmarks, in-depth competitive analysis and actionable recommendations.
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: January 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Alterplan
B
Development of wealth management platforms for financial advisors, including portfolio management, client reporting, investment strategy tools, and compliance monitoring.
MINOTORE
B
Development of digital platforms dedicated to financial products for financial market professionals.
JUMP Technology
A
Development of asset management software for the finance, insurance, and wealth management sectors, offering solutions for financial risk management, process industrialization, regulatory compliance, cost reduction, and reporting.
Initiatives identified among leaders
Développement d'une offre commerciale pour la gestion d'actifs
“JUMP Technology et Clearwater Analytics unissent l...” - JUMP TechnologyOrganisation d'un événement de team building
“MINOTORE a organisé un événement de team building ...” - MINOTOREEngagement pour une finance plus inclusive
“noowu s'engage à promouvoir l'inclusion financière...” - Alterplan50% of similar organizations communicate on CSR issues
+412 initiatives collected from 50 similar organizations
Is your score incomplete? Update your CSR information and improve your positioning.
Claim this page
Updated data
Personalized recommendations
Access complete data, competitive analyses and actionable recommendations for your clients.
Comprehensive sector benchmarks
Competitive data
Ready-to-use reports