
Online savings solutions with reduced fees, including life insurance, retirement savings plans (PER), and real estate investment funds (SCPI).
+160,000
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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: April 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
La France Mutualiste
B
Providing savings and retirement preparation solutions, including life insurance and individual retirement savings plans.
Grisbee
B
Online wealth management advisory and tools. Offers a variety of investment options including life insurance, retirement savings, private equity, real estate investment trusts (SCPI), and responsible funds.
Groupe Primonial
A
Wealth management, including real estate investments, life insurance, retirement planning, and financial investments. The company offers investment solutions for individuals and businesses, including SCPI, life insurance contracts, and retirement savings plans.
Initiatives identified among leaders
Définition d'une politique d'exclusion progressive des émetteurs actifs dans les hydrocarbures non conventionnels
“La France Mutualiste a déterminé une politique d'e...” - La France MutualistePublication d'informations sur les critères d'attribution du Label Finansol
“Grisbee publie des informations sur les critères d...” - GrisbeeSoutien financier à des associations caritatives
“La France Mutualiste apporte un soutien financier ...” - La France Mutualiste78% of similar organizations communicate on CSR issues
+2223 initiatives collected from 50 similar organizations
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