Exclusive platform for wealth management and finance professionals, facilitating connections, generating leads, and providing performance analytics.
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
Ramify
B
Investment and wealth management platform offering diversified investment products and quantitative analysis for portfolio optimization.
MINOTORE
B
Development of digital platforms dedicated to financial products for financial market professionals.
Consultim Partners
B
Providing innovative and high-value investment solutions for wealth management professionals, focusing on real estate and financial products.
Initiatives identified among leaders
Allocation des actifs pour atteindre les caractéristiques environnementales et sociales
“Allocation des actifs pour atteindre les caractéri...” - Consultim PartnersProposer des produits d'épargne
“Ramify propose des produits d'épargne, tels que le...” - RamifyObtention du Label ISR et intégration de critères ESG dans la stratégie d'investissement
“consultim partners a obtenu le Label ISR et intègr...” - Consultim Partners46% of similar organizations communicate on CSR issues
+1339 initiatives collected from 100 similar organizations
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