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: December 2025
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.
Neofa
B
Providing financial advisory services for wealth management, including investments, tax optimization, real estate investments, retirement planning, and estate planning.
Initiatives identified among leaders
Définition d'une politique d'intégration des risques liés à la durabilité
“côme, le family office définit une politique d'int...” - côme, le family officeParticipation à une action collective
“novalfi | patrimoine a participé à la course solid...” - novalfi | patrimoine46% of similar organizations communicate on CSR issues
+193 initiatives collected from 100 similar organizations
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