Financial consulting, insurance, wealth management, and investment advice for individuals and entrepreneurs.
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: June 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
agence-ballester-grand
B
Financial advisory services for individuals, business owners, and self-employed professionals, focusing on insurance, retirement planning, and wealth management.
PERENNITY Stratégie & Patrimoine
B
Financial and wealth management advisory services for entrepreneurs, individuals, families, and independent professionals.
VIP Conseils
B
Wealth management, capital transmission, retirement planning, financial investment advice, tax optimization, and insurance for individuals, self-employed professionals, and business leaders.
Initiatives identified among leaders
Définition d'une politique d'entreprise responsable
“PERENNITY Stratégie & Patrimoine a défini une poli...” - PERENNITY Stratégie & PatrimoineActions locales pour environnement et inclusion sociale.
“L'agence met en œuvre des actions concrètes dans l...” - agence-ballester-grand33% of similar organizations communicate on CSR issues
+487 initiatives collected from 108 similar organizations
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