What Quish does

Quish is a privately held, founder-owned registered investment advisor (RIA) based in Boulder, Colorado, founded by Mariah Quish and operating with 1-10 employees under the tagline "wealth for good." The firm delivers personalized investment management and financial planning services to affluent individuals and families whose wealth decisions are intended to align with environmental sustainability, social responsibility, and ethical investing principles. The firm publicly commits to values-aligned portfolio construction, including a stated refusal to hold Chinese-government owned companies on human rights grounds, and holds B Corp certification from B Lab.

The core product is discretionary wealth management and financial advisory work delivered on a fee-only basis, billed as a percentage of assets under management; specific fee schedules are not publicly disclosed and the firm relies on Form ADV and CRS regulatory disclosures. Supporting capabilities include an authenticated Client Portal (portal.quishco.com) with multi-provider SSO (Google, LinkedIn, Apple, Microsoft), used for account access and document management, and a Squarespace-hosted marketing site. There is no proprietary technology platform, no in-house portfolio management system beyond standard RIA tooling, and no AI/ML capabilities disclosed.

Quish acquires clients primarily through content marketing: a regularly published macroeconomic and personal-finance commentary blog (Quish Insights) authored by Mariah Quish, an email newsletter ("Get Quish Insights"), and social media presence on LinkedIn, Twitter, Instagram, and Facebook. Advisory services are delivered through in-person meetings at the Boulder headquarters (1123 Spruce Street, Suite 303) and via the client portal. The firm has no disclosed funding rounds, no external investors, no parent or subsidiary entities, no geographic expansion beyond Boulder, and no partnership or M&A activity in the source data.

Name

Quish

Legal name

Quish

Website

https://quishco.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

Quish is a privately held, founder-owned registered investment advisor in Boulder, Colorado, providing personalized, values-aligned wealth management and financial planning services to affluent individual investors and families seeking sustainable and ethical investing strategies.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Values-Based/ESG & Impact-Focused RIAs (FSAAACAK)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Wealth management services
• Sustainable investing
• Financial advisory
• Portfolio management
• Values-aligned investing

Headquarters

HQ city

Boulder

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management Advisory Services: Quish generates revenue through financial advisory and investment management fees, likely charged as a percentage of assets under management (AUM). As a registered investment advisor (RIA), the firm provides personalized portfolio management, financial planning, and investment advisory services to individual clients.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Quish is a registered investment advisor (RIA) that provides personalized wealth management and financial advisory services focused on sustainable, values-aligned investing. The firm delivers portfolio management, financial planning, and guidance through major life transitions to individual clients, supported by a secure online client portal for ongoing account access.

Product overview

Quish is a financial advisory firm offering sustainable wealth management services. The core offering consists of personalized financial advisory services emphasizing environmental and social responsibility alongside investment returns. The firm provides a Client Portal for client account access and document management, complemented by publicly available Insights content featuring macroeconomic analysis and investment perspectives. The primary products are advisory services, the client-facing portal, and thought leadership content.

Differentiator

Problem solved

Functional benefit

Products and services

• Sustainable Wealth Management Personalized financial advisory and investment management services that link clients' financial well-being to environmental and social responsibility, emphasizing long-term wealth growth aligned with client values. Designed for affluent individuals and families seeking values-aligned portfolio management.
• Client Portal Authenticated online platform providing clients access to their financial accounts, documents, and communications with advisors. Supports multi-factor authentication via third-party SSO providers for Quish wealth management clients.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Recent moves4 records

Expansion highlights3 records

Direct peers

• Aspiration: Aspiration is a values-aligned financial services firm offering sustainable investing and banking products to consumers who want their money aligned with environmental and social values. It directly competes with Quish in the retail values-aligned wealth management space, though at a much larger, tech-enabled scale.
• Green Alpha Advisors: Green Alpha Advisors is a Boulder, Colorado-based RIA focused exclusively on sustainable and values-aligned investment management. It is a direct geographic and philosophical peer to Quish, both serving values-driven investors from the same market with similar ESG-screened portfolios.
• Natural Investments: Natural Investments is a boutique RIA specializing in socially responsible and sustainable investing for individuals and institutions. It overlaps with Quish's values-aligned mandate and serves a similar affluent, ethically-motivated client segment.
• Trillium Asset Management: Trillium Asset Management is a sustainable investment advisor managing ESG-screened portfolios for individuals, foundations, and institutions. It shares Quish's values-based investment philosophy and serves a comparable client profile with a similar fee model.
• Newday Impact Investing: Newday Impact Investing is a boutique advisory firm that builds customized impact-focused portfolios for individuals and families seeking alignment between their values and investments. It serves a comparable values-driven client base with similar sustainability and social responsibility screens.
• Northstar Asset Management: Northstar Asset Management is an employee-owned, Boston-based RIA specializing in socially responsible investing for individuals, foundations, and retirement plans. It is comparable to Quish in its SRI screening approach, fee-only structure, and boutique client service model.

Emerging players

• Ethic: Ethic is a tech-enabled values-aligned investing platform that builds customized ESG portfolios for financial advisors and their clients. It is an emerging competitor in the values-aligned wealth management space, appealing to the same values-driven end clients as Quish but via a more scalable platform model.
• Swell Investing: Swell Investing was a values-aligned impact investing platform offering portfolios aligned with themes like clean energy, gender equality, and sustainability. It targets the same values-driven retail and HNW segment as Quish, though through a digital-first delivery model rather than a boutique advisor relationship.

Regional players

• Calvert Impact Capital: Calvert Impact Capital is a mission-driven investment firm focused on impact investing in communities and sectors often overlooked by traditional finance. It operates in the values-aligned investment space with comparable ESG screens but emphasizes community development lending alongside portfolio management.

Broad incumbents

• Personal Capital (now Empower): Personal Capital, acquired by Empower Retirement, is a hybrid digital wealth management platform combining free financial tools with human advisor services for HNW clients. It competes for the same affluent segment as Quish but at vastly larger scale and with proprietary technology.

Market position

Strengths1 record

Weaknesses1 record

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/quishwealth
• Facebookfacebook.com/QuishWealthforGood
• LinkedInlinkedin.com/company/quish
• Instagraminstagram.com/quishwealthforgood

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Quish