Financial advisory services for individuals, including wealth management, retirement planning, insurance, and real estate investments.
+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: July 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
agence-ballester-grand
B
Financial advisory services for individuals, business owners, and self-employed professionals, focusing on insurance, retirement planning, and wealth management.
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.
Liins
B
Financial and real estate investment advisory services for individuals, including tax optimization, retirement planning, and wealth management.
Initiatives identified among leaders
Lancement d’un plan d’épargne climatique pour les jeunes de moins de 21 ans
“Le Plan Épargne Avenir Climat (PEAC) est présenté ...” - LiinsOffre engagée pour la transition écologique ou sociale
“H&D Patrimoine propose le dispositif Girardin Indu...” - H&D PatrimoineLancement d’un plan d’épargne climatique pour les jeunes de moins de 21 ans
“Le Plan Épargne Avenir Climat (PEAC) est présenté ...” - Liins41% of similar organizations communicate on CSR issues
+538 initiatives collected from 251 similar organizations
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