Online wealth management tool for tracking, analyzing, and diversifying real estate and financial investments. Provides recommendations to optimize investments and compare market solutions.
+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
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.
Ramify
B
Investment and wealth management platform offering diversified investment products and quantitative analysis for portfolio optimization.
Initiatives identified among leaders
Sélection des entreprises en portefeuille de Sycomore Europe Happy@Work
“Altaprofits a sélectionné des entreprises pour le ...” - AltaprofitsUtilisation de l’ITR pour évaluer l’alignement climatique des portefeuilles d’investissement.
“Ramify utilise une méthode quantitative pour évalu...” - RamifyPublication d'un rapport sur la transition écologique et sociale
“Altaprofits publie un rapport sur la transition éc...” - Altaprofits44% of similar organizations communicate on CSR issues
+337 initiatives collected from 50 similar organizations
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