Providing innovative and high-value investment solutions for wealth management professionals, focusing on real estate and financial products.
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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
Rhétorès Finance
B
Providing wealth management services, including asset management, private equity, and real estate investments.
Haussmann Patrimoine
B
Providing wealth management advice and investment solutions for private and professional investors.
Cleerly
A
Providing personalized wealth management solutions for investment, savings, and retirement planning.
Initiatives identified among leaders
Engagement de long terme pour le développement durable
“Cleerly s'engage à long terme pour le développemen...” - CleerlyRéduction de l'empreinte carbone
“rhetores finance s'engage à réduire son empreinte ...” - Rhétorès FinanceDéclaration d'investissement dans des activités de transition et habilitantes
“Cleerly a investi dans des activités de transition...” - Cleerly55% of similar organizations communicate on CSR issues
+1892 initiatives collected from 100 similar organizations
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