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
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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: December 2025
This analysis is not yet available in English. Please see the French version.
Leading organizations
MINOTORE
B
Development of digital platforms dedicated to financial products for financial market professionals.
NeoXam
B
Development of financial software for data management, investment accounting, portfolio management, and reporting.
JUMP Technology
B
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 ...” - MINOTOREOrganisation d'un webinar sur la finance durable
“neoxam organise un webinar sur la finance durable” - NeoXam46% of similar organizations communicate on CSR issues
+901 initiatives collected from 100 similar organizations
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