
Providing wealth management advice, retirement planning, investment strategies, tax optimization, private management, and guidance for business leaders.
+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
Gestion de Patrimoine
B
Providing wealth management advice for individuals and professionals, including savings planning, tax reduction, real estate investment, and business management.
KG Patrimoine
B
Providing wealth management advice, including real estate investment, tax optimization, and inheritance planning.
Neofa
B
Providing financial advisory services for wealth management, including investments, tax optimization, real estate investments, retirement planning, and estate planning.
Initiatives identified among leaders
Fonds d’investissement durable
“Neofa propose des fonds d'investissement durables ...” - Neofa46% of similar organizations communicate on CSR issues
+647 initiatives collected from 100 similar organizations
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