
Independent financial advisory services for families, liberal professions, and business owners, focusing on financial investments, retirement planning, tax optimization, and wealth transmission.
+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
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Leading organizations
PERENNITY Stratégie & Patrimoine
B
Financial and wealth management advisory services for entrepreneurs, individuals, families, and independent professionals.
agence-ballester-grand
B
Financial advisory services for individuals, business owners, and self-employed professionals, focusing on insurance, retirement planning, and wealth management.
Socoa Conseil
B
Financial and real estate investment advisory services for wealth management, including tax optimization, inheritance planning, and socially responsible investments.
Initiatives identified among leaders
Définition d'une politique d'entreprise responsable
“PERENNITY Stratégie & Patrimoine a défini une poli...” - PERENNITY Stratégie & PatrimoineActions locales pour environnement et inclusion sociale.
“L'agence met en œuvre des actions concrètes dans l...” - agence-ballester-grand36% of similar organizations communicate on CSR issues
+44 initiatives collected from 50 similar organizations
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