
Wealth management and personal insurance services, including savings, retirement, investments, financial and estate planning, tax optimization, and employee savings plans. Also offers life insurance, loan coverage, and health/insurance services.
B
CSR Analysis score
The organization is among the top 20% of most committed organizations, excluding the top 5%, among comparable organizations.
EmpCo Directive — September 27, 2026
We analyzed the websites of over 250,000 companies, including Eurocapi's, to extract CSR initiatives and communications containing risky environmental claims.
Greenwashing risk score + your position within your sector
+250,000
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: June 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Gan Patrimoine
B
Wealth management and financial advisory services, including savings, investments, real estate, tax optimization, retirement planning, and insurance.
Traditia
B
Wealth management services including financial and real estate investment advice, tax optimization, health and providence, social protection and collective insurance, corporate financial engineering, and associative and cultural heritage.
Gestion de Patrimoine
B
Wealth management advisory services for individuals and professionals, including savings planning, tax optimization, real estate investment, and business management.
Initiatives identified among leaders
Offre d'épargne responsable
“Gan Patrimoine propose une offre d'épargne respons...” - Gan PatrimoineOffre d'investissement responsable avec fonds labellisés et critères éthiques.
“Développement d'une offre commerciale d'investisse...” - Gestion de PatrimoineGestion déléguée durable pour les contrats en gestion déléguée
“Gan Patrimoine propose une gestion déléguée durabl...” - Gan Patrimoine61% of similar organizations communicate on CSR issues
+935 initiatives collected from 109 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