Patrimonial consulting for individuals, business owners, and self-employed professionals, including financial and real estate investments, and social protection.
B
CSR Analysis score
The organization is among the top 20% of most committed organizations, excluding the top 5%, among comparable organizations.
+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: July 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
K'pital Conseil
B
Patrimonial consulting services, including financial, real estate, tax, and social advice, as well as family office and private management services.
Kentel Patrimoine
B
Patrimonial, financial and real estate consulting. Conducting patrimonial audits, developing personalized strategies, recommending financial envelopes, structuring real estate assets, searching for real estate properties, optimizing cash flow solutions, and providing retirement and employee savings solutions.
Maestro Finance
B
Patrimonial advisory services, including financial, tax, and estate planning optimization for individuals.
Initiatives identified among leaders
Intégration d'actifs labélisés pour transition énergétique et sociale dans les produits.
“Maestro Finance intègre dans ses produits assurant...” - Maestro FinanceDéveloppement d'une offre commerciale engagée pour la transition écologique ou sociale
“Kentel Patrimoine a créé Breizh Global Invest, un ...” - Kentel PatrimoineTournoi golfique pour financer la recherche médicale via intelligence artificielle
“K'pital Conseil a participé à un tournoi philanthr...” - K'pital Conseil38% of similar organizations communicate on CSR issues
+35 initiatives collected from 60 similar organizations
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