Providing wealth management and tax optimization services, including investment opportunities and tax declaration assistance.
+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.
B
The organization is among the top 20% of organizations with the most committed CSR communication, excluding the top 5%, among comparable organizations.
Leading organizations
Oceanic Finance
B
Financial advisory and wealth management services, including investment and tax optimization.
KG Patrimoine
B
Providing wealth management advice, including real estate investment, tax optimization, and inheritance planning.
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
Fonds d’investissement durable
“Neofa propose des fonds d'investissement durables ...” - NeofaContrat d'assurance-vie individuel
“Oceanic Finance propose un contrat d'assurance-vie...” - Oceanic FinanceAnalyse de la quantité d'énergie d'origine renouvelable et recommandations pour économiser
“KG Patrimoine analyse la quantité d'énergie d'orig...” - KG Patrimoine37% of similar organizations communicate on CSR issues
+362 initiatives collected from 100 similar organizations
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