
Financial planning and wealth advisory services for individuals and organizations, including customized financial solutions and tax planning.
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: January 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Oceanic Finance
B
Financial advisory and wealth management services, including investment and tax optimization.
H&D Patrimoine
B
Financial and investment advisory services for individuals, including retirement planning, tax optimization, real estate investment, capital growth, succession planning, and insurance.
Banque Transatlantique
A
Financial and wealth management services, including investment advice, wealth management solutions, and tax analysis.
Initiatives identified among leaders
Création d'un fonds de dotation pour soutenir des projets d'intérêt général
“Création d'un fonds de dotation pour soutenir des ...” - Banque TransatlantiqueCréation d'un fonds de dotation pour soutenir des projets d'intérêt général
“Création d'un fonds de dotation pour soutenir des ...” - Banque TransatlantiqueFonds Parquest
“Banque Transatlantique a créé le Fonds Parquest en...” - Banque Transatlantique39% of similar organizations communicate on CSR issues
+512 initiatives collected from 103 similar organizations
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