Financial and insurance advisory services, including wealth management, credit brokerage, and investment consulting.
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
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
YCAP Partners
B
Financial and insurance consulting services, including investment advice and insurance brokerage.
Selexium
A
Financial advisory services including wealth management, real estate tax optimization, mortgage brokering, and investment planning.
MS Patrimoine et assurances
B
Insurance brokerage and wealth management advisory services, including risk assessment and management.
Initiatives identified among leaders
financer l'économie circulaire et responsable
“Selexium finance l'économie circulaire et responsa...” - Selexiumfinancer l'économie circulaire et responsable
“Selexium finance l'économie circulaire et responsa...” - SelexiumIntégration de durabilité et éthique dans les services d'assurance et gestion de patrimoine
“MS Patrimoine et assurances intègre les principes ...” - MS Patrimoine et assurances39% of similar organizations communicate on CSR issues
+236 initiatives collected from 144 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