Daylight Advisors
Daylight Advisors is a Seattle-based professional development platform offering certificates, the 20-week Impact Philanthropy Advisor certification, and the Impact Advisors Network community for wealth and philanthropic advisors across the US, UK, Canada, and Singapore.
- Company typePrivate
- Founded2024
- HeadquartersSeattle, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Daylight Advisors does
Daylight Advisors is a Seattle-based professional development platform serving wealth and philanthropic advisors, founded in 2024 and operating as a privately held for-profit company with a team of fewer than 10 employees. The company addresses a structural gap in advisor training: as the $124 trillion generational wealth transfer accelerates through 2048, most wealth advisors lack formal preparation for philanthropic planning conversations, and no widely accepted professional standards previously existed for the field. Daylight's core product is the 20-week Certified Impact Philanthropy Advisor (IPA) program, supplemented by seven specialized certificate offerings covering Behavioral Philanthropy, Impact Investing, Collaborative Philanthropy, Philanthropic Planning with Business Owners, Philanthropic Planning with Women, and Gift Planning, plus a complimentary Introduction to Philanthropic Planning Certificate launched February 16, 2026 as a top-of-funnel entry point.
The platform operates as an asynchronous e-learning environment with module-based curriculum, live virtual information sessions, and a Circle-based community forum. Daylight has authored the first-of-its-kind Philanthropic Advising Competency Model, a 13-competency field-informed framework intended to serve as a professional standard for the emerging discipline, and operates the DAFopedia knowledge hub, the Illuminate Philanthropy Podcast, and the Daylight Advisor Brief newsletter as supporting content assets. The Impact Advisors Network (IAN) functions as the company's paid practitioner community.
Daylight's revenue model combines a $1,500/year annual certificate subscription, IAN community memberships ($250/year for IPAs, $300/year for certificate holders), individual certificate enrollment fees, and custom-priced enterprise training programs targeting financial institutions, family offices, and wealth management firms. Distribution is primarily digital self-service globally (US, Canada, UK, Singapore) with a parallel enterprise field-sales motion for institutional clients. Multiple industry awards (ThinkAdvisor Luminaries 2025, Investment News Hot List 2025, Wealth for Good Awards 2024 winner, Wealth Management Industry Awards 2026 finalist) and a 13+ partner ecosystem (AIP, NCFP, PPI, ideas42, Philanthropy Together, and others) anchor the company's positioning as a category-creator in philanthropic advising education.
Daylight Advisors firmographics
Firmographics- Name
- Daylight Advisors
- Legal name
- Daylight Advisors
- Website
- https://daylightadvisors.com
- Company type
- Private
- Founded year
- 2024
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Daylight Advisors is a Seattle-based professional development platform offering certificates, the 20-week Impact Philanthropy Advisor certification, and the Impact Advisors Network community for wealth and philanthropic advisors across the US, UK, Canada, and Singapore.
- Ownership category
- akta.pro rank
Daylight Advisors industry classification
Industry- Product category
- Professional Development and Certification
- NAICS
- Religious, Grantmaking, Civic, Professional, and Similar Organizations (813)
- SIC
- Investment Advice (6282), Services-Educational Services (8200)
- akta.pro primary industry
- Charitable Giving & Philanthropic Trust Advisory (FSAEAKAH)
- akta.pro secondary industries
- Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH), Estate & Legacy Planning Advisory (FSAEAAAG), Family Offices & Philanthropic Advisors (Grantmaking) (BPAGAKAD)
Keywords
Where Daylight Advisors is headquartered
LocationHeadquarters
- HQ city
- Seattle
- HQ country
- United States
- HQ region
- North America
Markets served
Daylight Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Annual Certificate Subscription: Annual subscription providing unlimited access to all certificate programs. At $1,500/year, this is the primary recurring revenue stream for individual advisors seeking comprehensive professional development in philanthropic planning.
- Individual Certificate Programs: One-time enrollment fees for individual certificate programs, including the complimentary Introduction to Philanthropic Planning and paid specialty certificates like Behavioral Philanthropy, Impact Investing, and Gift Planning.
- Impact Advisors Network (IAN) Membership: Annual membership fees: $250/year for Certified IPAs and $300/year for Certificate Holders. Provides access to exclusive programming, CE credits, resources, and community events.
- Enterprise/Corporate Training: Customized enterprise certificate programs and IPA training for financial institutions, family offices, and wealth management firms seeking to develop philanthropic advising capabilities across their advisor workforce.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Annual Certificate Subscription - Unlimited access to all certificates |
| Subscription | Annual | Impact Advisors Network - Certified IPAs |
| Subscription | Annual | Impact Advisors Network - Certificate Holders |
| Freemium | Pay-as-you-go | Introduction to Philanthropic Planning Certificate |
| Other | Multi-year contract | Enterprise/Corporate Training |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels8 records
Daylight Advisors product offering
Product offeringCore offering
Daylight Advisors delivers a professional development ecosystem for wealth and philanthropic advisors, anchored by the Certified Impact Philanthropy Advisor (IPA) 20-week certification program and a portfolio of specialized certificate programs covering behavioral philanthropy, impact investing, collaborative philanthropy, business owner planning, women-focused planning, and gift planning. Offerings are sold as individual enrollments, an annual all-access subscription, and customized enterprise contracts for financial institutions, with supplementary community membership via the Impact Advisors Network and supporting content resources including DAFopedia and a podcast.
Product overview
Daylight Advisors is a professional development platform offering a portfolio of educational and credentialing products for wealth and philanthropic advisors. The core offering is the Certified Impact Philanthropy Advisor (IPA) program, a 20-week certification complemented by seven specialized certificates covering Behavioral Philanthropy, Impact Investing, Collaborative Philanthropy, Philanthropic Planning with Business Owners, Philanthropic Planning with Women, Gift Planning, and the complimentary Introduction to Philanthropic Planning. Enterprise-level versions of the IPA and certificate programs are available for organizations. The ecosystem is anchored by the Philanthropic Advising Competency Model (a 13-competency professional framework), the Impact Advisors Network (IAN) community, DAFopedia knowledge resource, and the Illuminate Philanthropy Podcast. Together these products form a learning-to-credentialing-to-community pathway serving advisors across the wealth transfer opportunity.
Differentiator
Problem solved
Functional benefit
Brands
- Impact Philanthropy Advisor (IPA): A comprehensive certification program designed exclusively for wealth and philanthropic advisors to help them grow their business, client relationships, and impact.
- DAFopedia
- Impact Advisors Network (IAN)
- Illuminate Philanthropy Podcast
Products and services
- Impact Philanthropy Advisor (IPA) Certification Program A 20-week rigorous certification program combining self-directed learning and facilitated dialogue to strengthen advisors' philanthropic advising practice. Equips wealth and philanthropic advisors with confidence, competence, and cultural dexterity to serve philanthropic clients and grow their practice.
- Introduction to Philanthropic Planning Certificate Complimentary two-hour professional development program serving as entry point into Daylight's educational pathway for wealth and philanthropic advisors. Provides essential vocabulary, frameworks, and conversational techniques for advising on purpose, giving, and social impact, with CE credits for CFP, CPWA, CIMA, RMA, CAP, CFRE, CSPGCM.
- Behavioral Philanthropy Certificate Certificate program exploring psychological factors influencing donor behavior, donor barriers, decision-making processes, and impact of social and family dynamics on philanthropic giving. Includes real-world case studies and practical strategies for donor engagement, with faculty contributions from behavioral science organization ideas42.
- Impact Investing Certificate Curriculum covering core concepts through real-world implementation of impact investing. Explores evolving market dynamics and regulatory considerations, empowering advisors to discuss aligning investments with client values while maintaining financial objectives.
- Collaborative Philanthropy Certificate Comprehensive curriculum equipping advisors with knowledge and skills to understand and share collective and collaborative giving models with clients. Covers giving circles and collaborative funds with customizable tools and resources.
- Philanthropic Planning with Business Owners Certificate Certificate addressing demographic trends in wealth building through business ownership and philanthropic planning implications of various business structures. Covers frameworks for managing companies' philanthropy programs and exit planning, addressing the 69% of business owners intending to incorporate charitable giving into exit plans.
- Philanthropic Planning with Women Certificate Certificate providing insights into differentiated needs, preferences, and behaviors of women in managing finances and how those decisions are reflected in philanthropy and social impact goals. Addresses the $10+ trillion opportunity in female-controlled financial assets.
- Gift Planning Certificate Certificate program exploring fundamentals of gift planning, giving vehicles, and forward-thinking strategies for donating noncash assets. Examines emerging trends in philanthropy and prepares advisors to navigate complex planning conversations.
- Enterprise Certificates Organizational-level access to Daylight's certificate programs for enterprise clients, enabling financial institutions, family offices, and wealth management firms to upskill their advisor workforce in philanthropic planning competencies. Custom pricing with multi-year contracts.
- Enterprise IPA Enterprise-tier access to the Impact Philanthropy Advisor certification program for organizations seeking to build institutional capacity in philanthropic advising across multiple advisors. Custom pricing with multi-year contracts.
- Annual Certificate Subscription Annual subscription providing unlimited access to all Daylight certificate programs at $1,500/year. This is the primary recurring revenue stream for individual advisors seeking comprehensive professional development in philanthropic planning across all specialty areas.
- Impact Advisors Network (IAN) Daylight's professional community of practice where advisors strengthen their work and advance the field of philanthropic advising. Offers advisor resources, exclusive programming, continuing education, and in-person connections. Annual membership: $250 for Certified IPAs and $300 for Certificate Holders.
Quantifiable outcome
- $124 trillion in projected generational wealth transfer through 2048
- +5 more outcomes
Companies that use Daylight Advisors
Customer profileNamed customers1 record
Segments9 records
Ideal customer profiles3 records
Daylight Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
Daylight Advisors partnerships and signals
Strategic signalPartnerships
Twelve partnerships are on record, tiered core and minor.
- Advisors in Philanthropy (AIP)coreProfessional association for advisors in philanthropy providing community, standards, and professional development for the philanthropic advising field.
- National Center for Family Philanthropy (NCFP)coreLeading resource for family philanthropy, offering research, education, and peer learning for donor families and their advisors.
- Purposeful Planning Institute (PPI)coreProfessional community for purpose-focused financial and estate planning practitioners, hosting annual Rendezvous conference.
- Women of Color in Fundraising and Philanthropy (WOC)coreProfessional organization supporting women of color in fundraising and philanthropy, advancing diversity and inclusion in the sector.
- ideas42coreSocial enterprise using behavioral science to design innovative solutions. Faculty members from ideas42 contribute to Daylight's Behavioral Philanthropy certificate.
- DaffodilminorPhilanthropic advisory firm providing specialized services. Partnership offers Daylight learners access to benefits and special rates.
- PhilanthProminorProfessional services firm specializing in philanthropic planning. Partnership offers mutual benefits for learners and clients.
- Philanthropy TogethercoreField catalyst for collective giving, supporting the growth and impact of giving circles and collaborative funds globally.
- Moore PhilanthropycorePhilanthropic advisory firm led by Yvonne Moore. Advisory board member Yvonne Moore represents Moore Philanthropy in Daylight's network.
- National Network of Consultants to Grantmakers (NNCG)minorProfessional association for consultants serving foundations and grantmaking organizations.
- ValuesAdvisorminorPlatform connecting values-aligned investors and advisors. Partnership offers mutual benefits and special rates for learners.
- CHIP (Charitable Healthcare in Philanthropy)minorProfessional organization for healthcare philanthropy practitioners. Partnership extends Daylight's reach into adjacent philanthropic segments.
Scale indicators6 records
Recent moves7 records
Expansion highlights6 records
Daylight Advisors competitors and assessment
Company assessmentDirect peers
- Purposeful Planning Institute: A professional community for purpose-focused financial and estate planning practitioners that hosts the annual Rendezvous conference and provides its own educational programming. Directly comparable to Daylight in serving advisors who integrate philanthropy, values, and impact into client planning.
- National Association of Charitable Gift Planners (CGP): The leading professional association for charitable gift planners, offering conferences, credentials, and education on planned giving and philanthropy. Overlaps with Daylight on educational programming for gift planners and advisors serving philanthropic clients.
- Investments & Wealth Institute (IWI): Provider of the CIMA, CPWA, and RMA certifications used by wealth advisors. Directly comparable to Daylight in delivering advisor credentials and CE-eligible continuing education, including content that touches philanthropy and impact investing.
- Advisors in Philanthropy (AIP): A professional association specifically for advisors working in philanthropy, providing community, standards, and professional development. Most direct niche peer to Daylight's IPA program, focused on the same advisor-in-philanthropy persona.
- National Center for Family Philanthropy (NCFP): A leading resource for family philanthropy providing research, education, and peer learning for donor families and their advisors. Comparable to Daylight in producing educational content and frameworks that upskill advisors serving philanthropic families.
- Cannon Financial Institute: A provider of professional development, designations, and continuing education for financial advisors and trust officers. Comparable to Daylight in delivering advisor-focused training programs and credentials to the wealth management workforce.
Broad incumbents
- American College of Financial Services: A long-established provider of financial services degrees and designations (CLU, ChFC, CAP) used across the wealth management industry. Overlaps with Daylight as a credentialing and continuing education provider for financial advisors, with a much broader curriculum footprint.
- CFP Board: The standards-setting body for the CERTIFIED FINANCIAL PLANNER certification and a major source of CE for financial advisors. Comparable to Daylight as a credentialing and continuing education channel for the financial advisor market, though focused on the CFP designation rather than philanthropy specifically.
Emerging players
- Lilly Family School of Philanthropy: An academic institution offering degrees, executive education, and research on philanthropy. Comparable to Daylight in producing research-informed education for philanthropic practice, though focused on academic programs and donor audiences rather than advisor certification.
Regional players
- Wealth Management Institute (Singapore): An Asia-based wealth management education provider where Daylight's founder Dien Yuen serves as lead faculty for philanthropy. Comparable to Daylight in offering specialist wealth advisor training, but primarily serving an Asia-Pacific audience with a broader curriculum.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Daylight Advisors social profiles
Digital presenceDaylight Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Daylight Advisors leadership team
Management profileNumber of profiles
Profiles5 records
Daylight Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Daylight Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Daylight Advisors
What does Daylight Advisors do?
Daylight Advisors delivers a professional development ecosystem for wealth and philanthropic advisors, anchored by the Certified Impact Philanthropy Advisor (IPA) 20-week certification program and a portfolio of specialized certificate programs covering behavioral philanthropy, impact investing, collaborative philanthropy, business owner planning, women-focused planning, and gift planning. Offerings are sold as individual enrollments, an annual all-access subscription, and customized enterprise contracts for financial institutions, with supplementary community membership via the Impact Advisors Network and supporting content resources including DAFopedia and a podcast.
Is Daylight Advisors a public or private company?
Daylight Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Daylight Advisors founded?
Daylight Advisors was founded in 2024. It employs 1 to 10 people.
Where is Daylight Advisors based?
Daylight Advisors is headquartered in Seattle, United States, in the North America region.
How does Daylight Advisors make money?
Four revenue lines are on record. Annual Certificate Subscription is the primary driver. The others are individual Certificate Programs, impact Advisors Network (IAN) Membership and enterprise/Corporate Training.
Who are Daylight Advisors's main competitors?
Direct peers on record are Purposeful Planning Institute, National Association of Charitable Gift Planners (CGP), Investments & Wealth Institute (IWI), Advisors in Philanthropy (AIP), National Center for Family Philanthropy (NCFP) and Cannon Financial Institute. Broad incumbents are American College of Financial Services and CFP Board. Lilly Family School of Philanthropy is listed as an emerging player. Wealth Management Institute (Singapore) is listed as a regional player.
Does Daylight Advisors have an API?
No public API is recorded for Daylight Advisors.
What industry is Daylight Advisors in?
Daylight Advisors's product category is Professional Development and Certification. Its primary akta.pro industry code is FSAEAKAH, Charitable Giving & Philanthropic Trust Advisory, with a secondary code of FSAAABAH, Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments). Its NAICS code is 813 and its SIC code is 6282.