What is United Fund Advisors?
United Fund Advisors is all about financing change. Their innovative investment banking services deliver triple bottom line returns – that’s financial, social, and environmental benefits – reaching communities across the nation. They’re not just about profits; they’re about making a real difference where it counts.
Main Benefits of United Fund Advisors’ Projects
Here’s a quick snapshot of some key figures and facts that highlight the impact:
- Portland Small Business Loan Fund: Profitable investments that also bring social and environmental benefits.
- Mattapan Community Health Center: A much-needed new community health facility and retail hub serving Boston.
- Monarch School: Transforming a vacant warehouse into a cutting-edge K-12 learning space for students affected by homelessness.
- Bedford Stuyvesant Restoration Plaza: Revitalized community epicenter boosting services and business growth.
- Farwest Steel Corporation: Expansion of steel manufacturing capacity, creating critical manufacturing jobs.
- Coastal Energy Project: A wind farm generating revenue for a nonprofit social services provider.
Community Development and Recognition
United Fund Advisors’ work doesn’t go unnoticed. For instance, the Triangle Plaza Hub snagged the Novogradac Community Development Award for Real Estate QLICI of the Year. This award honors outstanding qualified low-income community investments, highlighting the real impact these projects have on communities.
Driving Infrastructure Forward
One standout project is the Detroit Streetcar line, backed by National Community Fund I, LLC through New Markets Tax Credit (NMTC) financing. This $140 million initiative is on track to bring a fresh, green transit option to the Motor City, showing how smart investments can drive urban renewal and sustainable infrastructure.
Supporting Early Childhood Education
Senator Ron Wyden recently spotlighted an $18 million NMTC investment in Albina Head Start. This federal and state financing boost is set to strengthen the financial stability of a program serving over 1,000 children, ensuring early education gets the support it deserves.
Project Impact on Sustainable Development Goals (SDGs)
- SDG 3: Good Health and Well-being – through community health centers and early childhood education support.
- SDG 4: Quality Education – by renovating schools and supporting learning facilities.
- SDG 7: Affordable and Clean Energy – via renewable energy projects like the Coastal Energy wind farm.
- SDG 8: Decent Work and Economic Growth – through job creation in manufacturing and business development.
- SDG 11: Sustainable Cities and Communities – revitalizing community hubs and improving urban infrastructure.
- SDG 13: Climate Action – supporting environmentally responsible projects and clean energy.
Why United Fund Advisors Stands Out
With a B Corp score of 92.2, United Fund Advisors proves that it’s possible to blend equity investing with meaningful social and environmental impact. Their focus on developed markets and commitment to triple bottom line returns makes them a leader in responsible investment banking. It’s not just about numbers – it’s about changing lives and communities for the better.





















