Online wealth management tool for tracking, analyzing, and diversifying real estate and financial investments. Provides recommendations to optimize investments and compare market solutions.
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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: January 2026
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
Grisbee
B
Online wealth management advisory and tools. Offers a variety of investment options including life insurance, retirement savings, private equity, real estate investment trusts (SCPI), and responsible funds.
Altaprofits
A
Online wealth management and savings advisory services, including simulations for various financial projects such as building wealth, funding projects, preparing for retirement, and transmitting wealth.
KG Patrimoine
B
Providing wealth management advice, including real estate investment, tax optimization, and inheritance planning.
Initiatives identified among leaders
Sélection des entreprises en portefeuille de Sycomore Europe Happy@Work
“Altaprofits a sélectionné des entreprises pour le ...” - AltaprofitsPublication d'un rapport sur la transition écologique et sociale
“Altaprofits publie un rapport sur la transition éc...” - AltaprofitsGestion forestière durable
“Grisbee propose une gestion forestière durable pou...” - Grisbee44% of similar organizations communicate on CSR issues
+324 initiatives collected from 50 similar organizations
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