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: January 2026
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.
Visiance
B
Wealth management services including financial and real estate asset management, insurance, social protection, and patrimonial, tax, and financial engineering. We also provide consulting services to businesses and their executives.
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 FinanceDéveloppement d'un service de protection sociale
“Visiance a développé un service de protection soci...” - VisiancePartage de la valeur avec les salariés associés
“Rhétorès Finance partage la valeur avec les salari...” - Rhétorès Finance55% of similar organizations communicate on CSR issues
+335 initiatives collected from 109 similar organizations
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