Financial advisory services for individuals, including wealth management, retirement planning, insurance, and real estate investments.
EmpCo Directive — September 27, 2026
We analyzed the websites of over 250,000 companies, including Capfinances 35's, to extract CSR initiatives and communications containing risky environmental claims.
Greenwashing risk score + your position within your sector
+250,000
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: September 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Agence Ballester-Grand
B
Financial advisory services in insurance, retirement planning, and wealth management for individuals and professionals.
Athence
B
Financial advisory services including wealth management, insurance, and tax optimization for individuals and professionals.
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.
Initiatives identified among leaders
Offre engagée pour la transition écologique ou sociale
“H&D Patrimoine propose le dispositif Girardin Indu...” - H&D PatrimoineDéclaration sur exclusion des incidences négatives durabilité dans conseils financiers.
“ATHENCE déclare ne pas intégrer actuellement les p...” - Athence46% of similar organizations communicate on CSR issues
+519 initiatives collected from 250 similar organizations
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