
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
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: 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
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
Sélection des entreprises en portefeuille de Sycomore Europe Happy@Work
“Altaprofits a sélectionné des entreprises pour le ...” - AltaprofitsFondation pour l'éducation, l'insertion et la santé
“La Fondation Groupe Primonial a été créée pour sou...” - Groupe PrimonialPublication d'un rapport sur la transition écologique et sociale
“Altaprofits publie un rapport sur la transition éc...” - Altaprofits50% of similar organizations communicate on CSR issues
+427 initiatives collected from 50 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