Provides wealth management solutions, including life insurance, capitalization, retirement plans, and digital services for financial professionals.
B
CSR Analysis score
The organization is among the top 20% of most committed organizations, excluding the top 5%, among comparable organizations.
EmpCo Directive — September 27, 2026
We analyzed the websites of over 250,000 companies, including Generali Patrimoine's, to extract CSR initiatives and communications containing risky environmental claims.
Greenwashing risk score + your position within your sector
+250,000
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: July 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Cleerly
A
Providing personalized wealth management solutions for investment, savings, and retirement planning.
Eurocapi
B
Wealth management and personal insurance services, including savings, retirement, investments, financial and estate planning, tax optimization, and employee savings plans. Also offers life insurance, loan coverage, and health/insurance services.
Altaprofits
A
Online wealth management services including life insurance, retirement plans, real estate investment funds, tax reduction products, and private equity investments.
Initiatives identified among leaders
Engagement de long terme pour le développement durable
“Cleerly s'engage à long terme pour le développemen...” - CleerlyMesure des émissions GES et consommation énergétique des actifs immobiliers
“Le rapport annuel 2023 du fonds Épargne Pierre mes...” - AltaprofitsDéclaration d'investissement dans des activités de transition et habilitantes
“Cleerly a investi dans des activités de transition...” - Cleerly54% of similar organizations communicate on CSR issues
+180 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