ImpactAssets

ImpactAssets is an independent 501(c)(3) impact investing and philanthropic services firm founded in 2010. It works with individuals, families, foundations and corporations to generate financial returns alongside social and environmental impact. The firm combines investment expertise with philanthropic advisory, and supports both first-time impact investors and those scaling existing strategies.

Its work spans four areas: impact investing, donor advised fund administration, philanthropic advisory and asset management. The ImpactAssets Donor Advised Fund allows clients to give and invest capital for impact; the Impact Investment Platform provides access to impact investment opportunities; and Customized Philanthropic Solutions offers tailored strategies and tools. Together these form a platform managing more than $4 billion in assets for over 1,900 clients.

As a nonprofit, ImpactAssets describes its mission as changing the trajectory of the planet's future and improving lives. It provides clients with tools, expertise and community, operating across the financial services, impact investing, philanthropy and asset management verticals.