WestFuller Advisors

What WestFuller Advisors does

WestFuller Advisors, LLC is an independent, SEC-registered investment advisory and wealth management firm founded in 2011 by Lola C. West (Chairwoman and Chief Culture Officer) and Ian S. Fuller (CEO) and headquartered in New York, with a secondary office in San Francisco. The firm operates two service lines: an institutional Outsourced Chief Investment Officer (OCIO) offering delivered through the Bivium Westfuller (BWF) joint venture with Bivium Capital Partners — and a personal wealth management offering for high-net-worth individuals and families, including a Personal Wealth Policy module. WestFuller's service to foundations, endowments, family offices, and individuals is differentiated by a six-step mission-aligned investment process, a proprietary Impact Measurement and Management (IMM) framework, ESG integration, and a commitment to diverse-manager selection; the firm is a Black-majority, woman- and LGBTQ-owned Certified B Corporation and UN PRI signatory.

The firm executes its investment advisory through a ~22-person team of CFA, CAIA, CFP, and ChFC-credentialed professionals, supported by an open-architecture, multi-manager platform spanning public markets, hedge funds, private equity, venture capital, real estate, and infrastructure. Technology is delivered primarily through third-party partnerships rather than proprietary build: Addepar for portfolio reporting and analytics, eMoney Advisor for financial planning, Advent/Black Diamond (ABACF) for accounting, Fidelity Institutional and BNY Mellon Pershing NetX360 for custody, Northern Trust as an additional custodian, ImpactAssets and Fidelity Charitable for donor-advised fund access, and Citrix Sharefile for secure document exchange. The WestFuller Client Portal, launched in 2023, integrates these systems into a single sign-on client experience.

WestFuller's revenue model is primarily asset-based, recurring advisory and OCIO fees on assets under management/advisement, with supplemental fees for specialized professional engagements such as Investment Policy Statement development and mission-aligned investment policy design. Pricing is quote-based and not publicly disclosed; the firm operates as a fiduciary with no proprietary product distribution conflicts. Distribution is high-touch and relationship-driven, leveraging co-founder civic board service across more than 10 prominent nonprofit organizations, the BWF joint venture's institutional reach, and content/PR-led marketing via an Insights blog, LinkedIn, earned media in ImpactAlpha and other outlets, and speaking engagements. The firm's combined Bivium + WestFuller assets under advisement stood at approximately $2.5 billion as of the September 2021 Nathan Cummings Foundation announcement, with major OCIO mandates at NCF (~$500M), New Venture Fund, and the Marguerite Casey Foundation (~$1B).

Name

WestFuller Advisors

Legal name

Westfuller Advisors, LLC

Website

https://westfulleradvisors.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

WestFuller Advisors is an independent, SEC-registered investment advisory firm providing mission-aligned OCIO services to foundations, endowments, and family offices, plus bespoke wealth management to high-net-worth individuals, through the Bivium Westfuller joint venture and a values-aligned, impact-focused investment approach.

Ownership category

akta.pro rank

Product category

Wealth Management and Investment Advisory Services

NAICS

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

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)

akta.pro secondary industries

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Endowment / OCIO-Style Multi-Manager Platforms (FSANAGAG)

Keywords

• Wealth management services
• Investment advisory
• OCIO solutions
• Impact investing
• Financial planning

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory / OCIO Fees: Recurring asset-based advisory fees charged on assets under management/advisement for Outsourced Chief Investment Officer (OCIO) services to institutions (foundations, endowments, family offices) and to high-net-worth individuals. Includes ongoing portfolio management, manager selection, rebalancing, and reporting.
2. Wealth Management & Financial Planning Fees: Recurring fees for personalized wealth management services to individuals, including fiduciary management, personal wealth policy design, multi-generational planning, and values-aligned portfolio construction.
3. Professional / Consulting Services: Fees for specialized advisory engagements such as Investment Policy Statement development, mission-aligned investment policy design, and consultative support (e.g., the Marguerite Casey Foundation IPS engagement).

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels7 records

Core offering

WestFuller Advisors is an SEC-registered independent investment advisory and wealth management firm that delivers Outsourced Chief Investment Officer (OCIO) services to foundations, endowments, and family offices, and personal wealth management to individuals and families. Core offerings include institutional OCIO solutions, the Bivium Westfuller joint venture with Bivium Capital Partners, sustainable and impact-focused investment strategies, global multi-asset class portfolios, and values-aligned personal wealth management supported by a proprietary six-step mission-aligned investment process and Impact Measurement and Management framework.

Product overview

WestFuller Advisors operates as a specialized investment-advisory platform built around two principal service lines: an institutional OCIO offering for foundations, endowments, and family offices, and a Personal Wealth Management offering for individuals and families. The institutional OCIO stack is anchored by the core Outsourced Chief Investment Officer (OCIO) Solutions and is extended through the Bivium WestFuller joint venture (a strategic partnership with Bivium Capital Partners), with three investment-approach modules — Sustainable/Responsible/Impact-Focused Investments, Global Multi-Asset Class Investments, and DEI Representation and Perspective — applied across mandates. The Personal Wealth line is delivered through Personal Wealth Management and the Personal Wealth Policy module, giving individuals access to values-aligned planning, donor-advised funds, and impact-investing platforms. Both lines are supported by the WestFuller Client Portal, which serves as the unifying client-experience layer that connects users to integrated third-party systems (Addepar, Fidelity, Fidelity Charitable, ImpactAssets, eMoney Advisor, BNY Mellon Pershing, Sharefile, and iPhi/ABACF) for reporting, custody, charitable giving, financial planning, and document management.

Differentiator

Problem solved

Functional benefit

Brands

• Bivium Westfuller (BWF): Mission-aligned OCIO joint venture between Bivium Capital Partners and Westfuller Advisors; provides sustainable, responsible, and impact-focused outsourced chief investment officer advisory solutions.

Products and services

• Outsourced Chief Investment Officer (OCIO) Solutions End-to-end OCIO services for institutions, foundations, endowments, and family offices, including investment policy design, manager selection, portfolio construction, risk management, and ongoing monitoring across global, multi-asset-class portfolios.
• Bivium WestFuller (OCIO Joint Venture) Strategic OCIO partnership between WestFuller Advisors and Bivium Capital Partners that augments WestFuller's institutional OCIO offering with Bivium's asset-management capabilities, augmented by Beacon Rose Partners for real estate deal flow.
• Personal Wealth Management

Quantifiable outcome

• 12+ years of independent fiduciary service to clients (since 2011)
• +4 more outcomes

Named customers3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

Feature4 records

Partnerships

31 partnerships are on record, tiered core, flagship and supporting.

• New Venture FundcoreStrategic or Co-development Partner · 30 June 2022New Venture Fund partnered with Bivium Capital and Westfuller as its new Outsourced Chief Investment Officer (OCIO) (announced June 30, 2022).
• Nathan Cummings FoundationcoreStrategic or Co-development Partner · 9 September 2021Selected Bivium Capital and WestFuller Advisors as its new Outsourced Chief Investment Officer (OCIO) in September 2021 to manage its nearly $500 million endowment with a 'total enterprise approach' to impact and 100% mission-aligned investing.
• Bivium Capital PartnersflagshipStrategic or Co-development Partner · 1 January 2020Westfuller and Bivium Capital Partners formed the Bivium Westfuller (BWF) OCIO joint venture launched in 2020 to deliver mission-aligned outsourced chief investment officer services to institutions. The partnership is augmented by Beacon Rose Partners. As of 2021, the two firms collectively had close to $2.5 billion in assets under advisement.
• Beacon Rose PartnerssupportingStrategic or Co-development PartnerBeacon Rose Partners is a real estate investment-management and advisory firm with an inclusive, community-driven lens that augments the Bivium Westfuller OCIO partnership for real estate deal flow.
• Marguerite Casey FoundationcoreStrategic or Co-development PartnerOCIO client and partner; Westfuller's Bivium Westfuller provides OCIO services. Ian Fuller serves as Board Chair of MCF. The Foundation's nearly $1 billion endowment is managed under a values-aligned IPS prioritizing racial and gender diversity.
• Fidelity Investments (custodian)coreChannel Partner/ Reseller/ DistributorWestfuller partners with Fidelity as a leading custodian for client assets, alongside BNY Mellon Pershing and Northern Trust. Fidelity Institutional login is accessible via the Westfuller client portal.
• BNY Mellon Pershing (custodian)coreChannel Partner/ Reseller/ DistributorWestfuller partners with BNY Mellon Pershing as a leading custodian; NetX360 login is accessible via the Westfuller client portal.
• Northern Trust (custodian)coreChannel Partner/ Reseller/ DistributorWestfuller partners with Northern Trust as a leading custodian; can also partner with clients' preferred custodian.
• AddeparcoreTechnology or IntegrationAddepar powers Westfuller's portfolio reporting and analytics platform (westfulleradvisors.addepar.com), used for client investment status and reporting.
• eMoney AdvisorcoreTechnology or IntegrationeMoney Advisor is Westfuller's financial planning platform, accessible via the client portal (wealth.emaplan.com/ema/ria/westfulleradvisors).
• Citrix SharefilesupportingTechnology or IntegrationWestfuller uses Citrix Sharefile for secure client document exchange (westfulleradvisors.sharefile.com).
• ImpactAssetssupportingTechnology or IntegrationImpactAssets (via Calvert/ImpactPages platform) is integrated with Westfuller for donor-advised fund and impact investing account access.
• Fidelity CharitablesupportingTechnology or IntegrationWestfuller clients can access Fidelity Charitable (Donor Advised Fund) accounts through the client portal.
• ABACF (Advent/Black Diamond Axys)supportingTechnology or IntegrationABACF portal is linked from Westfuller's client portal for portfolio accounting and reporting.
• United Nations Principles for Responsible Investment (UN PRI)supportingOthersWestfuller is a signatory and active member of the UN Principles for Responsible Investment, supporting ESG integration in investment practices.
• Global Impact Investing Network (GIIN)supportingOthersWestfuller is a member of the Global Impact Investing Network, supporting the impact investing industry.
• Confluence PhilanthropysupportingOthersWestfuller is a member of Confluence Philanthropy and Director Randall Strickland serves on Confluence Philanthropy's Racial Equity Initiative Advisory Committee.
• Intentional Endowments Network (IEN)supportingOthersWestfuller is a member of Intentional Endowments Network; Director Randall Strickland serves on IEN's Steering Committee.
• ABFE (Association of Black Foundation Executives)supportingOthersWestfuller is a member of ABFE, a network for Black foundation executives and philanthropic leaders.
• Values AdvisorsupportingOthersWestfuller is listed as a member of Values Advisor, a network of values-aligned investment advisors.
• Marguerite Casey Foundation (board)supportingOthersIan Fuller serves as Board Chair (appointed January 2023) and previously as Board Treasurer (since 2021) of the Marguerite Casey Foundation. The foundation has a nearly $1 billion endowment.
• New York Women's Foundation (board)supportingOthersLola C. West serves on the board of the New York Women's Foundation, committed to economic security, health access, and reproductive justice for women and girls.
• Souls Grown Deep Foundation (board)supportingOthersLola C. West was elected to the Souls Grown Deep Board of Directors on June 5, 2019, and serves as a Trustee of the Foundation.
• Common Justice (board)supportingOthersIan S. Fuller serves on the Board of Directors of Common Justice, a nonprofit that develops solutions to violence without relying on incarceration. Has served since 2022.
• Color of Change (board)supportingOthersWestfuller founders actively serve on the board of Color of Change, a racial justice organization.
• Roosevelt Institute (board)supportingOthersLola C. West serves on the board of The Roosevelt Institute.
• ImpactAssets (board)supportingOthersIan S. Fuller serves as a board member and Investment Committee Chair of ImpactAssets.
• Philadelphia Museum of Art (board)supportingOthersIan S. Fuller serves as a board member and investment committee member of the Philadelphia Museum of Art.
• Rockefeller Brothers Fund (investment committee)supportingOthersIan S. Fuller serves as an investment committee member of the Rockefeller Brothers Fund.
• Donors of Color Network (board)supportingOthersLola C. West serves on the board of the Donors of Color Network and accepted the March On Award on their behalf in 2021.
• B Lab Global (B Corporation)supportingOthersWestfuller is a Certified B Corporation, meeting B Lab's verified standards of social and environmental impact. Profiled on B Corporation directory.

Scale indicators8 records

Recent moves3 records

Expansion highlights6 records

Broad incumbents

• Pathstone: Large multi-family office and OCIO firm serving foundations, endowments, and HNW families with comprehensive wealth services; broader scale and scope but overlapping institutional client base.
• Cambridge Associates: Global investment consultant and OCIO provider serving large foundations, endowments, and pensions; an incumbent competitor with significantly greater scale and resources.
• Russell Investments OCIO: Large-scale OCIO platform serving institutional investors with multi-asset class solutions; an established incumbent competing in the same outsourced investment office mandate category.

Direct peers

• Bivium Capital Partners: WestFuller's joint venture partner in Bivium Westfuller (BWF), Bivium is a mission-aligned asset management firm providing institutional OCIO services to foundations and endowments, making it the closest direct peer in product, customer, and model.
• CapShift: Impact investing platform and advisory firm that channels capital to mission-aligned investments for foundations and investors, overlapping with WestFuller's impact OCIO offering.
• Cornerstone Capital Group: Impact-focused investment research and advisory firm serving institutional and individual clients; several WestFuller team members (Heng Yang, Randall Strickland) previously held senior roles there, making it a closely comparable peer.
• Veris Wealth Partners: Independent, impact-focused wealth management and OCIO firm serving HNW families, foundations, and endowments with values-aligned portfolios, closely mirroring WestFuller's mission-aligned service model.
• Sonen Capital: Impact investment consulting and OCIO firm serving foundations, family offices, and HNW individuals; comparable in mission-aligned multi-asset class construction and institutional focus.

Emerging players

• Natural Investments: Values-aligned investment advisory firm serving HNW individuals, families, and institutions with sustainable and impact strategies; comparable in mission-driven wealth management focus.
• Align Impact: Impact investment advisory platform focused on aligning capital with social and environmental outcomes; emerging peer with overlapping impact advisory positioning and similar client segments.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/westfuller-advisors
• Xx.com/WFAwealth

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Subsidiaries1 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 WestFuller Advisors