Providing wealth management advice for individuals and professionals, including savings planning, tax reduction, real estate investment, and business management.
+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: December 2025
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
KG Patrimoine
B
Providing wealth management advice, including real estate investment, tax optimization, and inheritance planning.
Groupe HubSYS
B
Providing wealth management advice, retirement planning, investment strategies, tax optimization, private management, and guidance for business leaders.
Gan Patrimoine
B
Wealth management advice, including life insurance, savings, retirement, and provision services for individuals.
Initiatives identified among leaders
Offre d'épargne responsable
“Gan Patrimoine propose une offre d'épargne respons...” - Gan PatrimoineAnalyse de la quantité d'énergie d'origine renouvelable et recommandations pour économiser
“KG Patrimoine analyse la quantité d'énergie d'orig...” - KG PatrimoineInvestissement dans des fonds thématiques
“Groupe HubSYS propose un fonds thématique appelé G...” - Groupe HubSYS45% of similar organizations communicate on CSR issues
+671 initiatives collected from 100 similar organizations
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