Financial and investment advisory services for individuals and businesses, including tax optimization, retirement planning, and business succession.
+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: June 2026
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Leading organizations
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.
Liins
B
Financial and real estate investment advisory services for individuals, including tax optimization, retirement planning, and wealth management.
Oceanic Finance
B
Financial investment and tax optimization advisory services for individuals and businesses.
Initiatives identified among leaders
Lancement d’un plan d’épargne climatique pour les jeunes de moins de 21 ans
“Le Plan Épargne Avenir Climat (PEAC) est présenté ...” - LiinsOffre engagée pour la transition écologique ou sociale
“H&D Patrimoine propose le dispositif Girardin Indu...” - H&D PatrimoineLancement d’un plan d’épargne climatique pour les jeunes de moins de 21 ans
“Le Plan Épargne Avenir Climat (PEAC) est présenté ...” - Liins41% of similar organizations communicate on CSR issues
+343 initiatives collected from 217 similar organizations
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