Candide Group
- Company typePrivate
- Founded2013
- HeadquartersOakland, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
Candide Group firmographics
Firmographics- Name
- Candide Group
- Legal name
- Candide Group, LLC
- Website
- https://candidegroup.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Candide Group industry classification
Industry- Product category
- Impact Investment Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Managed Accounts & Unified Managed Accounts (UMAs) — Multi-Asset (FSAAAJAE)
Keywords
Where Candide Group is headquartered
LocationHeadquarters
- HQ city
- Oakland
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Candide Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Services: Candide Group generates revenue through investment advisory fees for managing client portfolios and providing advisory services on private investments. They manage assets under advisement (AUA) which includes regulatory AUM and non-securities assets under active advisory.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
Candide Group product offering
Product offeringCore offering
Candide Group is an SEC-registered investment advisor that constructs and manages 100% impact portfolios for families, foundations, institutions, athletes, and cultural influencers. Portfolios are built from private investments including direct deals, funds, debt, private equity, real assets, and innovative structures, with a stated focus on social justice and sustainability outcomes. The firm also operates two flagship vehicles: Olamina (community resilience lending in Deep South, Indian Country, and Rural America) and Afterglow Climate Justice Fund (catalytic debt for affordable clean energy in marginalized communities).
Differentiator
Problem solved
Functional benefit
Brands
- Olamina: A community resilience lending vehicle launched by Candide Group in 2019, focused on addressing capital access gaps for communities in the Deep South, Indian Country, and Rural America.
- Afterglow Climate Justice Fund
Products and services
- 100% Impact Portfolio Advisory SEC-registered personalized investment advisory service that constructs and manages 100% impact portfolios composed of private investments (direct deals, funds, debt, private equity, real assets, and innovative structures) for families, foundations, athletes, cultural influencers, and institutions seeking social justice and sustainability alignment.
- Olamina Fund Community resilience lending vehicle providing catalytic and flexible capital (grants, recoverable grants, low-cost debt, and traditional community debt) to communities outside the reach of traditional community finance institutions in the Deep South, Indian Country, and Rural America. Phase I deployed $40M across 21 investments; Phase II targets $50M.
- Afterglow Climate Justice Fund Catalytic debt vehicle providing project debt capital to expand access to and/or ownership of affordable clean energy solutions in historically marginalized communities facing persistent poverty, high energy costs, and disproportionate climate burdens. Initial phase raised $53M and deployed over $35M across 12 borrowers.
Companies that use Candide Group
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles3 records
Candide Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Candide Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Re-VolvminorRe-Volv is an Afterglow borrower, featured as a portfolio company in the Afterglow Climate Justice Fund.
Scale indicators8 records
Recent moves7 records
Expansion highlights6 records
Candide Group competitors and assessment
Company assessmentDirect peers
- RSF Social Finance: RSF Social Finance is a non-profit financial services organization offering impact investing, lending, and philanthropic services to foundations and individuals. Comparable to Candide's blended advisory-plus-direct-lending model targeting social-justice outcomes.
- Sonen Capital: Sonen Capital is an impact investment advisor focused on 100% impact-aligned portfolios for families and foundations. Directly comparable to Candide's exclusive impact mandate and target client segments.
- Arabella Advisors: Arabella Advisors provides philanthropic and impact investment advisory services to foundations and high-net-worth donors seeking social outcomes. Comparable to Candide's foundation- and family-office-focused model with a similar impact-first lens.
- CapShift: CapShift is an impact-focused RIA and donor-advised fund platform serving foundations, families, and institutions deploying mission-aligned capital. Directly comparable to Candide in client mix and impact mandate.
- Veris Wealth Partners: Veris is a women-owned, impact-focused wealth management firm serving HNW individuals, families, and foundations. Comparable to Candide in its 100% impact mandate and client base of values-aligned investors.
- Cornerstone Capital Group: Cornerstone Capital (formerly Tideline) provides sustainable and impact investment advisory services to institutions and HNW clients. Comparable to Candide in its focus on impact mandate portfolios for institutional and family-office clients.
- Trillium Asset Management: Trillium is one of the longest-established ESG and impact investment advisors managing public and private portfolios for institutions and individuals. Comparable to Candide in its mission-aligned portfolio approach and institutional client base.
Others
- Aspen Institute: The Aspen Institute's Business Ownership Initiative and related programs convene and channel catalytic capital toward community economic development. Comparable as a thought-leadership and ecosystem player in the impact-investing and community-capital space where Candide operates.
Emerging players
- CNote: CNote is a fintech impact investment platform channeling capital to community lenders, CDFIs, and underserved borrowers. Comparable to Candide's Olamina and Afterglow vehicles in mission and end-borrower focus, though delivered through a different technology-led model.
- Locus Ventures: Locus Ventures is an impact-focused advisory and investment platform supporting values-aligned capital deployment. Comparable to Candide in serving family offices and foundations seeking impact alignment, though at a smaller scale.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Candide Group social profiles
Digital presenceCandide Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Candide Group leadership team
Management profileNumber of profiles
Profiles6 records
Candide Group subsidiaries and ownership
Company hierarchySubsidiaries2 records
Candide Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Candide Group M&A and investment
M&A and investmentM&A
Investments5 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Candide Group
What does Candide Group do?
Candide Group is an SEC-registered investment advisor that constructs and manages 100% impact portfolios for families, foundations, institutions, athletes, and cultural influencers. Portfolios are built from private investments including direct deals, funds, debt, private equity, real assets, and innovative structures, with a stated focus on social justice and sustainability outcomes. The firm also operates two flagship vehicles: Olamina (community resilience lending in Deep South, Indian Country, and Rural America) and Afterglow Climate Justice Fund (catalytic debt for affordable clean energy in marginalized communities).
Is Candide Group a public or private company?
Candide Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Candide Group founded?
Candide Group was founded in 2013. It employs 11 to 50 people.
Where is Candide Group based?
Candide Group is headquartered in Oakland, United States, in the North America region.
How does Candide Group make money?
One revenue line is on record: investment Advisory Services.
Who are Candide Group's main competitors?
Direct peers on record are RSF Social Finance, Sonen Capital, Arabella Advisors, CapShift, Veris Wealth Partners, Cornerstone Capital Group and Trillium Asset Management. Aspen Institute is listed as an others. Emerging players are CNote and Locus Ventures.
Does Candide Group have an API?
No public API is recorded for Candide Group.
What industry is Candide Group in?
Candide Group's product category is Impact Investment Advisory. Its primary akta.pro industry code is FSAAAJAE, Managed Accounts & Unified Managed Accounts (UMAs) — Multi-Asset. Its NAICS code is 523940 and its SIC code is 6282.