Longwave Financial

What Longwave Financial does

Longwave Financial is a privately held, fiduciary wealth management firm headquartered at 420 Lexington Avenue in New York City, operating as an LLC with three offices spanning New York State (New York and Rhinebeck) and Washington State (Bellevue, established via the 2026 merger with Spectrum Financial Partners). The firm delivers holistic financial planning integrated with ESG/sustainable investing, offering fiduciary asset management, retirement planning, estate planning coordination, tax strategy, workplace benefits optimization, and philanthropic planning to values-driven individuals and families across the United States. The firm is founder-led by Nathan Munits (CEO), with Brandon Wester (CFA) serving as Chief Investment Officer.

The firm's core product portfolio centers on fiduciary asset management with a values-alignment overlay, supported by a proprietary ESG values-alignment questionnaire and a multi-layered fund evaluation process that combines divestment screens with shareholder activism assessment. Technology infrastructure relies on third-party ESG data providers (USSIF, YourStake, As You Sow) and AI-driven research tools for ESG screening and portfolio construction; no proprietary software platform or in-house algorithm is described. Securities and advisory services are executed through Commonwealth Financial Network (member FINRA/SIPC), which serves as the broker-dealer.

The business model is subscription/recurring revenue derived from AUM-based advisory fees on managed client portfolios. The go-to-market is sales-led and relationship-driven, with clients acquired through direct outreach, content marketing (ESG-focused blog, newsletters, webinars), community memberships (1% for the Planet, US SIF, Green America), and earned media via Forbes Best-In-State Wealth Management Teams recognition (2025 and 2026) and InvestmentNews 2026 ESG Advisor of the Year nomination. Pricing is not publicly disclosed and is negotiated per client engagement. The firm reports 1-10 employees and does not disclose revenue or AUM figures.

Name

Longwave Financial

Legal name

Longwave Financial LLC

Website

https://longwavefinancial.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Longwave Financial is a New York-based fiduciary wealth management firm offering holistic financial planning, ESG/sustainable investing, and values-aligned asset management to individuals and families across three offices in New York and Washington State.

Ownership category

akta.pro rank

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Advisory/AUM Fees: Longwave Financial operates as a fiduciary wealth management firm generating revenue through assets under management (AUM) fees. As a registered investment adviser, the firm provides objective financial advice with a legal obligation to act in clients' best interests. Revenue is derived from advisory services covering holistic financial planning, fiduciary asset management, and sustainable investing strategies.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Longwave Financial is a fiduciary wealth management firm that provides holistic financial planning, fiduciary asset management, and ESG/sustainable investment advisory services to individuals and families. Services are delivered through personalized advisor-client relationships and include customized portfolio construction aligned with client values, retirement planning, estate planning coordination, tax strategy, workplace benefits optimization, and philanthropic planning.

Product overview

Longwave Financial is a fiduciary wealth management firm offering holistic financial planning and values-aligned investment management services. The core offering consists of comprehensive financial planning integrated with ESG/sustainable investing strategies. The product portfolio includes fiduciary asset management as the investment backbone, supplemented by service modules covering retirement planning, estate planning coordination, tax strategy, workplace benefits optimization, and philanthropic/planned giving services. The firm operates as a unified service offering rather than a modular software platform, with all services delivered through personalized advisor-client partnerships across three office locations.

Differentiator

Problem solved

Functional benefit

Products and services

• Holistic Financial Planning Comprehensive financial planning service that integrates the client's personal ethos and goals into every aspect of their financial plan, delivered through lifelong advisor-client partnerships with deep engagement. Designed for individuals and families seeking values-aligned financial guidance.
• Fiduciary Asset Management Independent investment advisory service providing objective advice without influence from banks, insurance companies, or other special interests. Operates under a fiduciary legal obligation to act in the client's best interest, with portfolios customized to client needs and values.
• ESG/Sustainable Investing Values-aligned investment approach that integrates environmental, social, and governance criteria into portfolio construction. Customizes investments to each client's needs and values, screening investments using third-party ESG data providers (USSIF, YourStake, As You Sow) and a proprietary multi-layered fund evaluation process.
• Retirement Planning Financial planning service that prepares clients for retirement, including retirement projections and strategy development, integrated with the firm's holistic planning approach.
• Estate Planning Coordination Asset protection and estate tax minimization services coordinated with the client's attorney to ensure smooth transfer of assets to beneficiaries.
• Tax Strategy Tax minimization strategies developed in coordination with the client's accountant to help minimize taxes now and in the future, integrated with the firm's holistic financial plan.
• Workplace Benefits Optimization Advisory service that helps clients navigate and optimize their workplace benefits as a resource within the firm's overall holistic financial plan.
• Philanthropic Planning/Planned Giving Development and execution of planned giving strategies that offer benefits to both the donor and the recipient organizations, integrated within the firm's holistic financial plan.

Quantifiable outcome

• Forbes Best-In-State Wealth Management Teams recognition for 2025 and 2026, with approximately 5,300 teams recognized out of 11,674 considered
• +1 more outcomes

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Six partnerships are on record, tiered minor and core.

• Third ActminorGTM or Marketing Partner · 5 May 2025Longwave Financial collaborated with Third Act to produce a webinar titled 'What Kind of Values Investor Are You?', aimed at helping investors understand their options for aligning capital with values. Third Act is an organization focused on mobilizing people over 50 for positive social change.
• Spectrum Financial PartnerscoreStrategic or Co-development PartnerLongwave Financial announced a strategic merger with Spectrum Financial Partners, absorbing the firm's operations and expanding into the Pacific Northwest for the first time. As part of the deal, Spectrum's founder Eric Chaney and Director of Client Services Krista Morgenthaler joined Longwave, with Morgenthaler transitioning to the role of Chief of Staff. The merger is positioned as a strategic move to build a national footprint while maintaining Longwave's sustainable, values-aligned investment approach.
• One Percent for the PlanetminorOthersLongwave Financial is a proud member of One Percent for the Planet, an organization of businesses committed to donating 1% of sales to environmental causes. Longwave's membership reinforces its commitment to giving back to communities through environmental advocacy.
• US SIF (U.S. Sustainable Investment Forum)minorOthersLongwave Financial is a member of US SIF, the Sustainable Investment Forum. US SIF is a leading voice advancing sustainable investing across all asset classes. Its mission is to rapidly shift investment capital toward sustainable outcomes by leveraging finance as a positive force for people and the planet.
• Green AmericaminorOthersLongwave Financial is a proud member of Green America, a national nonprofit building a more just and sustainable economy. Membership demonstrates Longwave's commitment to social and environmental responsibility in its business practices.
• Commonwealth Financial NetworkcoreImplementation/ SI/ Consulting PartnerSecurities and advisory services are offered through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser. Additional advisory services offered through Longwave Financial LLC are separate and unrelated to Commonwealth. Commonwealth serves as the broker-dealer through which Longwave executes its advisory services.

Scale indicators2 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Domini Impact Investments: Mission-driven impact investing firm offering mutual funds and separately managed accounts integrating environmental and social criteria. Competes in the ESG-and-values-aligned advisory space served by Longwave.
• Earth Equity Advisors: Fiduciary financial planning and sustainable, fossil-fuel-free investment management firm serving individuals, families, and nonprofits. Shares Longwave's core ESG-screened portfolio construction and values-aligned advisory approach.
• RSF Social Finance: Values-aligned financial services organization offering investing, lending, and capital stewardship for foundations, nonprofits, and mission-aligned investors. Comparable values-aligned positioning and impact orientation to Longwave.
• Trillium Asset Management: Independent, employee-owned investment adviser specializing in sustainable and impact investing for institutions and individuals. Highly comparable ESG integration methodology and values-aligned mandate to Longwave.
• Dana Investment Advisors: Independent, employee-owned investment manager with a long-tenured focus on ESG and socially responsible investing, serving individuals and institutions. Direct peer on ESG mandate and registered investment adviser model.
• Veris Wealth Partners: NYC-based, independent registered investment adviser focused exclusively on sustainable and impact investing for HNW individuals and families. Mirrors Longwave's ESG specialty, fiduciary model, and target HNW persona.
• Green Alpha Advisors: Climate- and sustainability-focused investment adviser building portfolios for clients seeking to align capital with environmental solutions. Direct rival in the sustainable-investing specialty niche.

Broad incumbents

• Brown Advisory: Large, established independent RIA serving private clients with discretionary portfolio management, including dedicated sustainable and ESG strategies. Comparable fiduciary model and target client, but operates as a much larger, multi-strategy incumbent.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/longwavefinancial
• LinkedInlinkedin.com/company/longwave-financial-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Longwave Financial