
Financial advisory services including wealth management, real estate tax optimization, mortgage brokering, and investment planning.
+160,000
Total organizations analyzedAnalysis by axis
Access the detailed report with all sector benchmarks, in-depth competitive analysis and actionable recommendations.
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.
A
The organization is among the top 5% of organizations with the most committed CSR communication, among comparable organizations.
Leading organizations
Oceanic Finance
B
Financial advisory and wealth management services, including investment and tax optimization.
Neofa
B
Providing financial advisory services for wealth management, including investments, tax optimization, real estate investments, retirement planning, and estate planning.
Socoa Conseil
B
Financial and real estate investment advisory services for wealth management, including tax optimization, inheritance planning, and socially responsible investments.
Initiatives identified among leaders
Fonds d’investissement durable
“Neofa propose des fonds d'investissement durables ...” - NeofaContrat d'assurance-vie individuel
“Oceanic Finance propose un contrat d'assurance-vie...” - Oceanic Finance38% of similar organizations communicate on CSR issues
+185 initiatives collected from 100 similar organizations
Is your score incomplete? Update your CSR information and improve your positioning.
Claim this page
Updated data
Personalized recommendations
Access complete data, competitive analyses and actionable recommendations for your clients.
Comprehensive sector benchmarks
Competitive data
Ready-to-use reports