
Financial advisory services including wealth management, real estate tax optimization, mortgage brokering, and investment planning.
+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
This analysis is not yet available in English. Please see the French version.
Leading organizations
Liins
B
Financial and real estate investment advisory services for individuals, including tax optimization, 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.
Johnson Finance
B
Wealth management advisory services, including savings, tax optimization, real estate, diversification, and corporate treasury.
Initiatives identified among leaders
Épargne climatique pour jeunes avec investissements responsables et avantages fiscaux
“Le Plan Épargne Avenir Climat (PEAC) est un dispos...” - LiinsLancement d’un plan d’épargne climatique pour les jeunes de moins de 21 ans
“Le Plan Épargne Avenir Climat (PEAC) est présenté ...” - LiinsLancement d’un plan d’épargne climatique pour les jeunes de moins de 21 ans
“Le Plan Épargne Avenir Climat (PEAC) est présenté ...” - Liins40% of similar organizations communicate on CSR issues
+226 initiatives collected from 139 similar organizations
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