
Providing complementary retirement savings solutions for self-employed individuals and entrepreneurs. Financial advisory services, tax optimization, retirement planning, and family protection.
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: January 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Maubourg Patrimoine
A
Independent financial advisory services for families, liberal professions, and business owners, focusing on financial investments, retirement planning, tax optimization, and wealth transmission.
PERENNITY Stratégie & Patrimoine
B
Financial and wealth management advisory services for entrepreneurs, individuals, families, and independent professionals.
H&D Patrimoine
B
Financial and investment advisory services for individuals, including retirement planning, tax optimization, real estate investment, capital growth, succession planning, and insurance.
Initiatives identified among leaders
Démarche de labélisation ISR immobilier
“Maubourg patrimoine a mis en place une démarche de...” - Maubourg PatrimoineAmélioration de l'efficacité énergétique
“Maubourg Patrimoine améliore l'efficacité énergéti...” - Maubourg PatrimoineCollecte massive des données ESG
“Maubourg patrimoine a mis en place une organisatio...” - Maubourg Patrimoine46% of similar organizations communicate on CSR issues
+985 initiatives collected from 50 similar organizations
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