Providing strategic advice, financial and real estate investment, and continuous support for personal and professional asset 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
novalfi | patrimoine
B
Providing personalized financial and real estate investment advice, as well as retirement and social protection strategies to optimize and manage clients' assets.
côme, le family office
B
Providing financial and patrimonial advisory services, asset management, real estate investments, and private equity.
Groupe Andrieu
B
Providing real estate services including investment, asset management, commercialization, and advisory services.
Initiatives identified among leaders
Soutenir les entreprises de croissance
“côme, le family office soutient les entreprises de...” - côme, le family officeDéfinition d'une politique d'intégration des risques liés à la durabilité
“côme, le family office définit une politique d'int...” - côme, le family officeDéveloppement de services pour certifications et amélioration énergétique des bâtiments.
“EIREA développe des services spécialisés pour amél...” - Groupe Andrieu46% of similar organizations communicate on CSR issues
+112 initiatives collected from 50 similar organizations
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