Providing professional advice, patrimonial solutions, and personalized follow-up to help clients achieve their life goals.
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
COEOS Groupe
B
Personalized consulting for defining, optimizing, and implementing patrimonial and life solutions.
Groupe Premium
B
Providing patrimonial, insurance, and asset management solutions for individuals and professionals.
novalfi | patrimoine
B
Providing personalized financial and real estate investment advice, as well as retirement and social protection strategies to optimize and manage clients' assets.
Initiatives identified among leaders
Partage de la valeur
“Groupe Premium partage la valeur avec les collabor...” - Groupe PremiumPartage de la valeur
“Groupe Premium partage la valeur avec les collabor...” - Groupe PremiumDiversité et égalité des chances
“Groupe Premium promeut la diversité et l'égalité d...” - Groupe Premium44% of similar organizations communicate on CSR issues
+998 initiatives collected from 100 similar organizations
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