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: January 2026
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.
mab den conseil & finance
A
Wealth management and human support. Financial analysis and tailored advice for professionals and individuals. Selection of high-performing financial solutions and products.
Rhétorès Finance
B
Providing wealth management services, including asset management, private equity, and real estate investments.
Initiatives identified among leaders
Valorisation des entreprises à impact environnemental
“rhetores finance valorise les entreprises à impact...” - Rhétorès FinanceUtilisation de l’ITR pour évaluer l’alignement climatique des portefeuilles d’investissement.
“Ramify utilise une méthode quantitative pour évalu...” - RamifyPolitique de rémunération alignée avec les intérêts des clients et les enjeux de durabilité
“Mab Den Conseil et Finance a mis en place une poli...” - mab den conseil & finance48% of similar organizations communicate on CSR issues
+946 initiatives collected from 50 similar organizations
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