Specialized in tax optimization, wealth management, and the sale of properties in viager. Offers free home estimates and accompanies clients through the entire sales process.
B
CSR Analysis score
The organization is among the top 20% of most committed organizations, excluding the top 5%, among comparable organizations.
EmpCo Directive — September 27, 2026
We analyzed the websites of over 250,000 companies, including BM Finance's, to extract CSR initiatives and communications containing risky environmental claims.
Greenwashing risk score + your position within your sector
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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
Café Viager
B
Specialized in selling properties in viager and bare ownership, assisting owners in monetizing their real estate assets.
Horus Sélection
B
Specialized in real estate monetization, the company offers tailored patrimonial solutions, including occupied and free viager, term sale, bare ownership, and lifetime lease. It assists property owners in valuing their assets, balancing performance, security, and serenity.
FCPI Immobilier
B
Real estate agency specializing in the sale of properties at the end of tax optimization. Services include buying and selling properties with personalized support.
Initiatives identified among leaders
Organisation d'activités collectives pour seniors afin de lutter contre l'isolement.
“Le Club Café Viager propose des activités collecti...” - Café ViagerSolutions patrimoniales et sociales pour seniors et transmission familiale
“Horus Sélection développe une approche patrimonial...” - Horus Sélection45% of similar organizations communicate on CSR issues
+56 initiatives collected from 49 similar organizations
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