Wealth management, including real estate investment, financial planning, and property management.
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
Odin Capital
B
Wealth management services, including customized investment solutions, specializing in finance, real estate, and taxation.
Maison Herez
B
Wealth management services, including financial planning, investment selection, and management for clients.
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 FinancePartage de la valeur avec les salariés associés
“Rhétorès Finance partage la valeur avec les salari...” - Rhétorès FinanceManagement positif et partage de la valeur
“rhetores finance mise en place une politique de ge...” - Rhétorès Finance52% of similar organizations communicate on CSR issues
+300 initiatives collected from 100 similar organizations
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