North Berkeley Wealth Management is dedicated to helping clients protect and grow their assets through personalized financial guidance. With a strong emphasis on community well-being and fiduciary responsibility, the firm manages over $500 million in assets while prioritizing client relationships and sustainable practices.
Boston Common Asset Management is a women-founded, employee-owned firm specializing in sustainable global equity management. With over 20 years of experience, they focus on integrating sustainability into investment strategies, promoting responsible ownership and active engagement. Their commitment to diversity and inclusion enhances decision-making and drives positive social and environmental outcomes. By aligning investment strategies with clients’ values, Boston Common aims to create a meaningful impact while generating competitive returns.
Fingerlakes Wealth Management offers holistic financial guidance tailored to individual needs. Based in Ithaca, NY, they provide personalized services including financial planning, retirement strategies, and values-based investing. With over 40 years of experience, they help clients navigate life’s financial complexities while aligning investments with personal values. Their commitment to sustainability and community impact sets them apart in the wealth management industry.
Core Capital Management, LLC has been a trusted partner for families and business owners since 2007, focusing on wealth creation and preservation through personalized financial strategies and sustainable investments.
Earth Equity Advisors specializes in sustainable investing, helping clients align their financial strategies with personal values. With a focus on responsible stewardship and community building, they empower investors to make a positive impact on the planet. Their recent podcast features sustainability leaders discussing urgent topics and practical advice for ethical investing.
BpH Wealth Management LLP, founded in 1984, offers expert financial advisory services with a focus on Lifestyle Wealth Management. Their fiduciary commitment ensures clients’ interests are prioritized, fostering a balance between financial goals and societal contributions. With a dedicated team and a strong commitment to professional growth, BpH Wealth stands out in the financial advisory landscape.
Impact Family Office serves as a trusted partner for families, guiding them in making financial decisions that resonate with their values. Their unique approach emphasizes the importance of social and environmental impact, ensuring that every financial choice contributes to a greater good. With services like the Bus Book™ and a commitment to integrity, they help clients build a legacy that positively affects communities and the planet.
Zevin Asset Management specializes in sustainable investment management, helping clients align their financial goals with social and environmental values. With over 25 years of experience, they offer customized strategies that prioritize both returns and positive impact. As a Certified B Corp, Zevin is committed to high standards of accountability and diversity, ensuring that investments reflect the values of their clients. Their approach balances safety and growth, making investing a partnership rather than a puzzle.
Colorado Capital Management (CCM) is a Boulder-based financial advisory firm that focuses on aligning clients’ wealth with their core values. With over 25 years of experience, CCM offers a fee-only model that ensures unbiased advice, fostering meaningful relationships and a commitment to social and environmental responsibility. Their holistic approach to wealth management encompasses financial planning, investment management, and more, all tailored to individual goals.
Trillium Asset Management focuses on activating client capital for sustainable investments. Since 1982, they have been dedicated to aligning financial goals with Environmental, Social, and Governance (ESG) principles. Their tailored solutions cater to private clients, financial intermediaries, and institutional investors, promoting a just society and a sustainable economy. With a strong B Corp score and active shareholder advocacy, Trillium is committed to creating lasting change through responsible investing.
Maveron focuses on investing in transformative consumer businesses led by passionate entrepreneurs. With a commitment to purpose and impact, they back companies that integrate deeply into people’s lives, fostering innovation and sustainability. Achieving B Corp certification, Maveron emphasizes the importance of social and environmental performance, making a positive difference in the world.
Summa is dedicated to investing in sustainable change that addresses global challenges while ensuring profitable returns. Their focus on Circularity, Sustainable Food, Energy Transition, and Tech-Enabled Resilience showcases their commitment to impactful investing. With a robust portfolio and a clear theory of change, Summa is paving the way for a better future.
White Stag Investing (WSI) specializes in sustainable finance, focusing on natural capital themes like water, oceans, and biodiversity. By integrating sustainability into investment strategies, WSI helps investors manage risks and unlock new opportunities. Their collaborative approach with various organizations enhances their impact on sustainable development goals (SDGs), making them a key player in the evolving investment landscape.
Beckett Investment Management Group is a purpose-driven financial advisory firm that prioritizes diversity and inclusion while providing comprehensive wealth management services. With a strong local presence in Norfolk and Suffolk, they focus on client satisfaction and social responsibility, ensuring that investments align with positive social outcomes. Their Chartered status and impressive client satisfaction rates further establish them as a trusted partner in financial planning.
Envest Asset Management combines financial expertise with a commitment to sustainability, helping clients invest in alignment with their values. With a focus on ESG principles, they offer comprehensive financial planning and investment management services tailored to individual goals. Envest is dedicated to educating the public about the importance of responsible investing and its impact on society and the environment.
MMC Ventures is a venture capital firm focused on funding early-stage AI and data companies across Europe. With over 20 years of experience, they provide more than just financial support; they actively engage with founders to help them grow their startups. Their community platform, MMC Connect, fosters collaboration and resource sharing among entrepreneurs, while their commitment to sustainable practices aligns with global development goals. MMC Ventures is dedicated to shaping the future of technology and innovation in Europe.
Redwood Grove Wealth Management is a boutique firm dedicated to empowering families and women through personalized financial planning. They focus on aligning financial strategies with life goals, ensuring clients achieve financial peace of mind. With a commitment to sustainability and community engagement, Redwood Grove stands out in the financial advisory landscape.
Evenlode Investment is an independent asset manager focused on generating long-term returns through investments in high-quality, cash-generative businesses. With a commitment to sustainability and responsible practices, they prioritize transparency and client communication. Their investment philosophy emphasizes steady compounding and diligent risk management, making them a notable choice for investors seeking quality and independence.
Velox Capital Partners LLP is a UK investment manager focused on delivering consistent returns through a sustainable and ethical investment approach. By integrating ESG principles into their strategies, they aim to create long-term value for all stakeholders while maintaining a market neutral stance. Their commitment to technology and data-driven methods enhances their ability to identify opportunities and manage risks effectively.
Ayres Punchard Investment Management Limited is a leader in ethical financial planning and sustainable investment. With a commitment to aligning investments with values, they support the UN Sustainable Development Goals while ensuring financial returns. Their transparent approach builds trust and reflects their dedication to social and environmental responsibility.
ebi is a Midlands-based discretionary investment manager that specializes in managing portfolios for financial advisers. With a focus on sustainability and evidence-based investing, ebi offers tailored solutions that empower advisers and their clients. Their commitment to ethical practices and robust compliance makes them a trusted partner in the investment space.
Archer Investment Management is a dedicated financial advisory firm that helps high-achieving professionals create personalized financial plans. With a focus on transparency and tailored strategies, they guide clients through investment management, executive compensation, and life planning. Their team of certified professionals ensures that each client’s unique financial picture is addressed, promoting sustainable growth and responsible investing.
Riverwater Partners is a Milwaukee-based investment advisory firm focused on responsible wealth growth. They specialize in sustainable investing and personalized asset management strategies, ensuring clients’ best interests are prioritized. With a commitment to ethical practices and measurable impact, Riverwater Partners stands out in the investment landscape.
Humbition is an early-stage operators fund that invests in technology companies led by founders who embody a balance of humility and ambition. By focusing on the early stages of a startup’s journey, Humbition provides not just capital but also hands-on support and honest feedback, fostering a collaborative environment for innovation. With a strong commitment to social and environmental performance, Humbition stands out in the venture capital landscape as a true partner for entrepreneurs.
Bantam Inc. is a private investment office in NYC dedicated to ultra-high net worth investors. With a unique approach that combines personalized service and proactive communication, Bantam offers exclusive research and insights to help clients grow and protect their wealth. The firm emphasizes transparency and ongoing dialogue, ensuring investors are always informed and aligned with their financial goals. With a commitment to sustainability, Bantam also focuses on responsible investment practices that contribute positively to global development goals.
Cornerstone Financial Planning offers personalized wealth management that aligns with your values. Their fee-only model ensures transparency and trust, providing comprehensive financial services tailored to individual needs. With a focus on community and sustainability, they empower clients to make informed financial decisions that reflect their unique goals and ethics.
REQ Capital is an independent investment firm based in Oslo and Stockholm, specializing in long-only equity funds and real estate investments. They cater to a diverse clientele, including family offices and institutional investors, while emphasizing integrity and local market expertise.
Breckinridge Capital Advisors is an independent asset manager based in Boston, focusing on sustainable investment strategies for high-net-worth individuals and institutions. With a commitment to ESG principles, they provide tailored investment management services that prioritize long-term value and responsible investing.
Newday focuses on aligning investments with positive societal impacts through a unique methodology and partnerships with mission-driven nonprofits. Since 2017, they have emphasized values-driven investing, ensuring transparency and measurable outcomes. Their proprietary S.E.E. methodology evaluates companies on stakeholder, environmental, and ethical criteria, leading to optimized portfolios that balance financial returns with social responsibility. Newday’s commitment to quarterly rebalancing and collaboration with over 50 nonprofits enhances their investment insights and community impact.
GOPARITY is a crowdfunding platform that connects investors with sustainable projects, allowing individuals to lend money directly to initiatives that promote social and environmental good. With a focus on transparency and impact, GOPARITY offers a unique opportunity to earn returns while contributing to the Sustainable Development Goals (SDGs). Investors can start with as little as €10 and track their impact on various sustainability metrics.
AKO Capital, founded in 2005, is a prominent investment partnership based in London, managing approximately $20.3 billion in assets. The firm focuses on investing in high-quality companies with sustainable business models, aiming for strong risk-adjusted returns over the long term. Their rigorous investment philosophy and alignment with long-term investors underscore their commitment to responsible investing and value creation.
Aspen Leaf Wealth Management, PBC specializes in fee-only financial advice for sustainably minded investors. They focus on ESG portfolios, helping clients transition into retirement while reducing taxation. Their commitment to socially responsible investing ensures that clients’ values align with their financial goals. With a team of Certified Financial Planners®, they provide personalized advice without the pressure of product sales or commissions. Located in Golden, Colorado, they offer both in-person and virtual consultations, making sustainable investing accessible and convenient.
Marmot is the first FINMA accredited wealth manager in Switzerland, dedicated to providing tailored financial solutions for women and families. With over a decade of experience, Marmot empowers clients through personalized investment strategies, financial education, and a supportive community. Their focus on gender equality and sustainable development goals makes them a unique player in the financial sector, ensuring that everyone can achieve their financial aspirations.
Lind Invest is a single-family office based in Aarhus, founded in 2002. It focuses on long-term investments in both public and private markets, emphasizing sustainable value creation for all stakeholders. With a commitment to active ownership and transparency, Lind Invest aims to build strong partnerships and drive impactful growth.
Envercapital is a global private investment firm dedicated to no-compromise investing. By focusing on sustainable and impactful businesses, it helps investors achieve better-than-market returns while addressing some of the world’s largest challenges. With flexible investment options and a commitment to active engagement, Envercapital empowers entrepreneurs and fosters economic growth in emerging markets.
Green Angel Ventures offers high-risk investment opportunities focused on businesses that combat climate change. With a robust network and a commitment to sustainability, they aim to drive innovation while providing potential financial returns. Investors are cautioned about the risks involved, making informed decisions essential.
GreenSpace Financial Planning offers a unique investment approach that aligns your financial goals with your ethical values. By focusing on sustainable investments, they ensure that your money not only grows but also contributes to a healthier planet. With a commitment to the UN Sustainable Development Goals, GreenSpace empowers individuals to invest wisely for a better future.
First Pacific provides comprehensive financial solutions that align with personal values, focusing on total wealth management for both immediate success and long-term impact. Their services include retirement planning, risk management, and socially responsible investing, ensuring clients can achieve their financial goals while making a positive difference in their communities.
Etho Capital is a financial technology company dedicated to aligning investor profits with sustainability. Through innovative public equity index strategies and thorough ESG analysis, Etho Capital aims to redefine investing by ensuring financial returns are coupled with positive environmental impact. Their commitment to sustainability is evident in their Smart Sustainability Process™, which identifies climate-efficient companies that outperform their peers. By tracking portfolio-wide climate impacts, Etho Capital empowers investors to meet decarbonization targets while achieving financial success.
Effective Assets is dedicated to helping investors achieve their financial goals while making a positive social impact. With over thirty years of experience, the firm offers tailored investment portfolios and consulting services focused on sustainability and ethical practices. Their commitment to transparency and regulatory compliance ensures clients receive trustworthy guidance. Effective Assets embodies a philosophy where financial success aligns with social responsibility, making it a leader in the field of socially responsible investing.
Octopus Group is dedicated to investing in transformative industries that prioritize sustainability and social impact. With a focus on healthcare, renewables, and innovative technology, the company aims to create a better future for both people and the planet. Their commitment to responsible investing is evident in their diverse portfolio, which seeks to drive positive change across various sectors.
Eutopia is a private equity firm focused on investing in innovative brands that prioritize sustainability and social impact. With a strong presence in France, Spain, and the US, Eutopia has backed over 30 transformative companies since 2015, aiming to redefine everyday life through responsible consumer practices. The firm’s commitment to balancing profit with purpose makes it a leader in the equity investing landscape.
Sycomore AM is a specialized asset manager dedicated to socially responsible investing and sustainable growth. Founded in 2001, it aims to create positive impacts for stakeholders through ethical investment strategies. With a strong B Corp score and a commitment to sustainability, Sycomore AM offers a range of funds and investment strategies that prioritize both financial returns and social responsibility. Their active approach and engagement with stakeholders position them as a leader in the field of sustainable finance.
Good & Well is a private investment firm dedicated to fostering a sustainable and equitable economy. By investing in mission-driven companies, they prioritize social and environmental impact alongside financial success. Their approach emphasizes long-term relationships and community engagement, ensuring that every investment contributes positively to society.