Financial advisory services including wealth management, investment projects, financial placements, tax optimization, and social protection.
+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: March 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Selexium
A
Financial advisory services including wealth management, real estate tax optimization, mortgage brokering, and investment planning.
Socoa Conseil
B
Financial and real estate investment advisory services for wealth management, including tax optimization, inheritance planning, and socially responsible investments.
Capfinances 35
B
Financial advisory services for individuals, including wealth management, retirement planning, insurance, and real estate investments.
Initiatives identified among leaders
financer l'économie circulaire et responsable
“Selexium finance l'économie circulaire et responsa...” - Selexiumfinancer l'économie circulaire et responsable
“Selexium finance l'économie circulaire et responsa...” - SelexiumRécapitulatif des solutions pour réduire consommation énergétique des biens
“Capfinances propose un article récapitulatif pour ...” - Capfinances 3542% of similar organizations communicate on CSR issues
+164 initiatives collected from 100 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