
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.
+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
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.
easy capital - gestion de patrimoine
B
Online wealth management tool for tracking, analyzing, and diversifying real estate and financial investments. Provides recommendations to optimize investments and compare market solutions.
Groupe Primonial
A
Wealth management, including real estate investments, life insurance, retirement planning, and financial investments. The company offers investment solutions for individuals and businesses, including SCPI, life insurance contracts, and retirement savings plans.
Initiatives identified among leaders
Intégration des risques ESG dans les décisions d'investissement
“Altaprofits intègre les risques liés à la durabili...” - AltaprofitsInvestissement dans la transition énergétique
“Groupe Primonial lance un programme d'investisseme...” - Groupe PrimonialInvestissement en fonds solidaires pour emploi et durabilité environnementale et sociale.
“Le fonds Générations Croiss@nce durable inclut une...” - Altaprofits50% of similar organizations communicate on CSR issues
+493 initiatives collected from 50 similar organizations
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