Development of wealth management platforms for financial advisors, including portfolio management, client reporting, investment strategy tools, and compliance monitoring.
+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.
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
Harvest Groupe
B
Development of digital solutions for wealth management and finance professionals, including tools for portfolio management, customer relationship management, investment strategy, and financial product distribution.
JUMP Technology
A
Development of asset management software for the finance, insurance, and wealth management sectors, offering solutions for financial risk management, process industrialization, regulatory compliance, cost reduction, and reporting.
MINOTORE
B
Development of digital platforms dedicated to financial products for financial market professionals.
Initiatives identified among leaders
Développement d'une offre de finance verte et solidaire
“Développement d'une offre de finance verte et soli...” - Harvest GroupePromotion de la diversité et de l'inclusion
“JUMP promeut la diversité et l'inclusion en signan...” - JUMP TechnologyDéveloppement d'un questionnaire pour mesurer la sensibilité extra-financière des clients
“Développement d'un questionnaire pour mesurer la s...” - Harvest Groupe42% of similar organizations communicate on CSR issues
+59 initiatives collected from 50 similar organizations
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