Impact Investors

What Impact Investors does

Impact Investors is an SEC-registered independent investment advisory firm (CRD #289028) structured as a California Public Benefit Corporation and a Certified B Corporation, headquartered in San Diego, California. Founded in 2014 by Shane Yonston, the firm specializes in sustainable, responsible, and impact investing (SRI/ESG), offering six core services: ESG Portfolio Management (public equities and fixed income screened against ESG criteria), Private Impact Investments (including the High Impact Fund I, LP and direct/co-mingled vehicles for qualified investors), Shareholder Engagement (active ownership via proxy voting, shareholder proposals, and corporate engagement), Personal Wealth Management (individuals and families), Group Retirement Plans (employer-sponsored 401k/403b advisory), and Foundations & Endowments (mission-aligned institutional advisory). The firm reports $260M+ in assets under discretionary management as of 2023, serving over 250 individuals, families, and organizations, with the advisor team citing 75+ years of cumulative SRI portfolio management experience.

The firm's revenue model rests primarily on AUM-based advisory fees (tiered across Core, Plus Financial Planning, Total Wealth Management, and Family Office service tiers) and GP management fees from the High Impact Fund I, LP, which closed to new investors at $10.6M in September 2023. Distribution combines direct advisory relationships, an online virtual/in-person service model, a channel partnership with Natural Investments ($1.6B+ AUM RIA platform) for accredited-investor fund access, and limited partnerships with impact venture funds (Beyond Capital Ventures anchor, Dirt Capital regenerative farmland co-investment). The firm maintains long-standing ecosystem positioning through US SIF membership since 2005 and participation in coalitions such as ICCR, alongside strategic alliances with Green Century Capital Management and HIP Investor.

Underlying technology consists of an investment advisory platform supporting both virtual and in-person service delivery, standard custodian and portfolio management systems, and proprietary elements limited to team-based service workflows and ESG/screening integration. The firm has no public app, SDK, or disclosed AI product, though it recently added a Cybersecurity & AI Officer to evaluate internal AI use cases. Customer concentration is distributed across HNW individuals, employer retirement plans, and foundations/endowments, with multi-decade client retention evidence (e.g., clients since 2001 and 2005).

Name

Impact Investors

Legal name

Impact Investors, Inc.

Website

https://theimpactinvestors.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

Impact Investors is an SEC-registered, Certified B Corporation investment advisory firm providing ESG portfolio management, private impact investments, shareholder engagement, and wealth management services to high-net-worth individuals, families, group retirement plans, and foundations/endowments across the United States.

Ownership category

akta.pro rank

Product category

Wealth Management and Impact Investment Advisory

NAICS

Portfolio Management and Investment Advice (52394), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282)

akta.pro primary industry

Impact Investing (Intentional, Measurable Social/Environmental Outcomes) (FSAAALAC)

akta.pro secondary industries

Sustainable Private Markets (Impact PE/VC, Private Credit, Infrastructure) (FSAAALAG), ESG Integration / Responsible Investment Funds (Broad ESG) (FSANAJAL), Impact Investing & Social Finance (Funds, CDFIs, Microfinance) (BPAGALAA)

Keywords

• Wealth management advisory
• Impact investing services
• ESG portfolio management
• Socially responsible investing
• Financial planning advisory

Headquarters

HQ city

San Diego

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory Fees: Fee-based investment advisory services charged as a percentage of assets under management. Firm manages over $260M in assets with discretion as fiduciary for clients.
2. Private Impact Fund Management: General Partner for High Impact Fund I, LP (HIFI) providing qualified clients access to diversified private impact investment portfolio. Fund closed at $10.6M.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

Impact Investors is an independent SEC-registered investment advisory firm that provides team-based wealth management, ESG-screened portfolio management, private impact investment access, and shareholder engagement services for individuals, families, employer retirement plans, and foundations/endowments. The firm manages over $260M in assets under discretionary management and offers tiered services from Core Investment Management through Family Office for clients above $10M. Services are delivered through an online platform with virtual and in-person advisory support.

Product overview

Impact Investors offers a suite of integrated wealth management and advisory services centered on sustainable and responsible investing. The core offering spans ESG Portfolio Management (publicly traded equities and bonds screened for ESG criteria), Private Impact Investments (access to private equity, private debt, and co-mingled fund vehicles for qualified investors), and Shareholder Engagement (active ownership through shareholder proposals and corporate engagement). Client-facing tiers include Personal Wealth Management for individuals and families, Group Retirement Plans for employers, and Foundations & Endowments for mission-driven institutions. The High Impact Fund I, LP (HIFI), a private fund-of-funds closed in 2023, represents a notable sub-brand vehicle for qualified clients seeking diversified private impact exposure. The firm rounds out its services with Quarterly Investor Updates providing market commentary, portfolio performance, and impact reporting.

Differentiator

Problem solved

Functional benefit

Products and services

• ESG Portfolio Management
• Private Impact Investments
• Shareholder Engagement
• Personal Wealth Management
• Group Retirement Plans
• Foundations & Endowments
• High Impact Fund I, LP (HIFI)

Quantifiable outcome

• Assets under discretionary management exceeding $260M as of 2023
• +2 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Five partnerships are on record, tiered core, strategic and minor.

• Green Century Capital ManagementcoreStrategic or Co-development PartnerStrategic partnership for shareholder advocacy, leveraging Green Century's expertise in environmental shareholder engagement including corporate engagements on climate, plastic reduction, and sustainability reporting.
• HIP InvestorstrategicStrategic or Co-development PartnerHIP Investor provides impact investment ratings methodology and educational resources. Founder Paul Herman's textbook is used in 28 university curricula worldwide on finance and impact investing.
• US SIFcoreStrategic or Co-development PartnerThe Forum for Sustainable and Responsible Investment is the leading voice advancing sustainable investing. Members represent $5 trillion in AUM. Impact Investors has been a member since 2005.
• Uplifting CapitalminorStrategic or Co-development PartnerEvent partnership for finding private impact investment opportunities. Toussaint Bailey, Founder & CEO, discussed identifying private equity and debt investment opportunities that achieve impact objectives.
• Candide GroupminorOthersOlga Breyburg, Director of Client Service Operations, previously worked at Candide Group where she managed portfolio reporting, compliance, and fund operations for impact investing clients.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Emerging players

• Aspiration: Digital wealth and sustainable banking platform. Emerging player overlapping in mission-aligned retail investors but operating a tech-led, mass-market model distinct from Impact Investors' team-based concierge approach.
• EarthFolio: Sustainable investment advisor offering customized ESG portfolios. Comparable in serving values-driven individual investors but with a more standardized, lower-touch delivery model.

Direct peers

• Calvert Impact Capital: Impact investing intermediary providing access to community investment opportunities. Direct peer in the private impact investment space, especially around fund vehicles for qualified investors.
• Trillium Asset Management: Independent, employee-owned ESG investment manager offering mutual funds and separate accounts. Direct peer given similar mission-driven, ESG-screened portfolio management for individuals and institutions.
• Natural Investments: An RIA leader in Socially Responsible Investment advisory with $1.6B+ AUM. Direct peer as a values-aligned, fee-based advisory firm; Impact Investors' HIFI fund is distributed on Natural Investments' platform, evidencing deep operational overlap.
• Domini Impact Investments: Manager of Domini Impact Equity Fund and other impact mutual funds. Direct peer competing for values-aligned retail and institutional investors with screened and impact strategies.
• Green Century Capital Management: Sustainable investment fund manager specializing in environmental shareholder advocacy. Listed as a strategic partner for shareholder engagement with Impact Investors and serves a comparable mission-aligned investor base.

Broad incumbents

• RSF Social Finance: Impact-focused financial services nonprofit offering lending, investing, and donor-advised funds. Broader incumbent with adjacent mission-aligned offerings that overlap with Impact Investors' foundations and endowments segment.

Others

• Arabesque: ESG data and analytics provider for institutional investors. Adjacent ecosystem participant supplying sustainability signals that advisory firms like Impact Investors leverage in portfolio screening and engagement.
• HIP Investor: Impact investment ratings and education firm whose methodology is used in 28 university curricula. Listed strategic partner of Impact Investors; provides ratings and education infrastructure to the impact investing ecosystem.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/ImpactInvestors
• Instagraminstagram.com/impactinvestors
• LinkedInlinkedin.com/company/the-impact-investors

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

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

M&A

Investments1 record

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

Frequently asked questions about Impact Investors