Arimathea

What Arimathea does

Arimathea is a United States-based, SEC-registered investment adviser that provides investment products and advisory services built around a Catholic-informed screening methodology aligned with the Mensuram Bonam Vatican guidelines. The firm's core offering is a proprietary screening framework that reduces exposure to companies whose practices conflict with Catholic moral teaching (notably activities such as abortion and pornography), applied across equity and fixed-income portfolios. Its product surface centers on the Arimathea Catholic Core Bond ETF (ticker SHRD), launched on NYSE Arca in June 2026 through a sub-advisory partnership with Faith Investor Services and distributed by Foreside Fund Services on Fidelity, Charles Schwab, and Vanguard; the firm additionally offers discretionary wealth management to individual and institutional Catholic clients.

The firm monetizes across three recurring streams: ETF management-related revenue as sub-advisor on SHRD, ongoing membership fees from the Arimathea Accredited Advisors (AAA) credentialing program that trains financial advisors in faith-integrated portfolio work, and managed-asset advisory fees for direct wealth management engagements. Go-to-market operates two channels in parallel: direct-to-consumer for individual Catholic investors via the website, ETF shelf presence, and 'Treasures in Heaven' content distribution, alongside a community-led motion through the AAA advisor network and dedicated diocesan and institutional relations led by a VP of Advisor Relations. Supporting infrastructure includes the Financial Advisor Examination of Conscience educational tool and a subscription newsletter.

Arimathea is a private company founded in 2023 in Powell, United States, with operating offices in Scottsdale, AZ and St. Louis, MO and 11–50 employees. Leadership combines institutional finance experience — founder Daniel Catone (Master's in Theology, prior responsibility for >$5B in client assets), CIO Clint Sorensen (co-founder of Ascentis Wealth Management, former CFA Society North Carolina president, contributor to Forbes and Seeking Alpha), COO Clint Nylander (>decade supporting RIAs overseeing $4.5B) — with theological and pastoral formation, including a Vice President of Advisor Relations who is an ordained deacon serving a major U.S. parish. The firm is differentiated by its niche specialization rather than by technical innovation: screening is policy-driven and Vatican-aligned, with no disclosed AI/ML, automation, or technology-stack differentiation beyond standard RIA operations.

Name

Arimathea

Legal name

Arimathea

Website

https://arimatheainvesting.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

11–50 employees

Short description

Arimathea is a Catholic-aligned registered investment adviser that sub-advises the SHRD Catholic Core Bond ETF, runs the AAA advisor credentialing program, and provides wealth management to Catholic individual and institutional investors using Mensuram Bonam-based screening.

Ownership category

akta.pro rank

Product category

Catholic Asset Management / Faith-Based Investment Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Fixed Income ETFs & Index/Portfolio Trading (FSACAEAK)

akta.pro secondary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

Keywords

• Catholic investing
• Faith-based ETF
• Ethical asset management
• Advisor credentialing
• Wealth management services

Headquarters

HQ city

Powell

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. ETF Management Fees: Arimathea Investing serves as sub-advisor for the Arimathea Catholic Core Bond ETF (ticker: SHRD) launched in partnership with Faith Investor Services. Revenue is generated through management fees on the ETF assets under management.
2. Advisor Credentialing Program (AAA): The Arimathea Accredited Advisor (AAA) program charges advisors an ongoing membership fee after successful completion of the curriculum. Arimathea receives compensation from AAA advisors and may also provide asset management services to advisors.
3. Investment Advisory Services: Advisory services offered through Arimathea, a registered investment adviser with the SEC. The company provides wealth management services for Catholic investors seeking faith-aligned portfolios.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels7 records

Core offering

Arimathea Investing is a Catholic asset manager that provides faith-aligned investment products and services. Its core offerings include the Arimathea Catholic Core Bond ETF (SHRD), a proprietary Catholic-informed screening methodology based on Vatican Mensuram Bonam guidelines, wealth management advisory services, and the Arimathea Accredited Advisors (AAA) credentialing program for financial advisors.

Product overview

Arimathea Investing is a Catholic asset management platform that offers a unified suite of faith-based investment products and services. The core offerings include the Arimathea Catholic Core Bond ETF (SHRD) — a fixed-income investment fund using proprietary Catholic-informed screening — alongside wealth management services and the Arimathea Accredited Advisors (AAA) program that trains financial advisors in faith-integrated investing. Supporting these are educational tools like the Financial Advisor Examination of Conscience and a subscription newsletter. The platform collectively enables Catholic investors to align their portfolios with Church teaching through professional advisory services, ETF products, and advisor education.

Differentiator

Problem solved

Functional benefit

Brands

• SHRD: Arimathea Catholic Core Bond ETF - a fixed-income ETF designed for investors seeking income-oriented approach aligned with Catholic moral principles.
• AAA (Arimathea Accredited Advisors)

Products and services

• Arimathea Catholic Core Bond ETF (SHRD) A fixed-income ETF designed for investors seeking an income-oriented approach aligned with Catholic moral principles; built on a proprietary Catholic-informed screening framework intended to provide income and diversification while reducing exposure to companies whose practices conflict with Catholic social teaching.
• Arimathea Accredited Advisors (AAA) Program Training and accreditation program that equips financial advisors with research, formation, and practical tools to faithfully integrate Catholic principles into their advisory work, including leadership calls, mentorship, proprietary insights, and operational support. Advisors pay an ongoing membership fee after successful completion of the curriculum.
• Wealth Management Services SEC-registered investment advisory service that helps individual and institutional investors align their portfolios with Catholic moral and social teachings through proprietary Catholic-based screening designed to reduce exposure to companies conflicting with faith values.
• Financial Advisor Examination of Conscience A pocket-sized reflective tool for financial professionals that helps assess how their daily decisions, client recommendations, and portfolio strategies align with their faith.
• Arimathea Newsletter Subscription content service providing exclusive research updates and educational insights on faith-informed investing, delivered directly from Arimathea to subscribers (investors and advisors).

Quantifiable outcome

• Platform expanded to six faith-based ETF funds covering equity and fixed income

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Five partnerships are on record, tiered core.

• Faith Investor ServicescoreStrategic or Co-development Partner · 12 June 2026Faith Investor Services (FIS) launched the Arimathea Catholic Core Bond ETF (SHRD) in partnership with Arimathea Investing. Arimathea serves as sub-advisor for the fund, bringing its Catholic-informed screening methodology to the ETF structure. The ETF trades under ticker SHRD on NYSE Arca and expands FIS's faith-based ETF platform to six funds.
• Foreside Fund Services, LLCcoreChannel Partner/ Reseller/ DistributorForeside Fund Services, LLC serves as the distributor for the Arimathea Catholic Core Bond ETF (SHRD). The fund is distributed through Foreside's distribution services for ETF products.
• Fidelity InvestmentscoreChannel Partner/ Reseller/ DistributorFidelity Investments is one of the leading brokerage platforms where SHRD ETF is available for purchase through brokerage platforms where ETFs are offered.
• Charles SchwabcoreChannel Partner/ Reseller/ DistributorCharles Schwab is a leading brokerage platform where SHRD ETF is available for purchase through brokerage platforms where ETFs are offered.
• VanguardcoreChannel Partner/ Reseller/ DistributorVanguard is one of the leading brokerage platforms where SHRD ETF is available for purchase through brokerage platforms where ETFs are offered.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Inspire Investing: Largest Christian faith-based ETF and SMA platform in the U.S. Inspire offers multi-fund, multi-asset faith-screened products—directly competing with Arimathea's SHRD and AAA program for the same values-aligned investor and advisor pool, with a broader Protestant rather than specifically Catholic lens.
• Eventide Asset Management: Faith-based mutual fund and ETF sponsor offering values-aligned investment products with active engagement. Competes with Arimathea on faith-screened fund offerings and advisor distribution, though Eventide's faith framework is broader/Protestant-leaning rather than Vatican-specific.
• Timothy Plan: Long-standing Christian-screened mutual fund family with biblically responsible investing screens. Overlaps with Arimathea on faith-based exclusion screening methodology and advisor-led distribution, though not Catholic-specific.
• Ave Maria Mutual Funds: Catholic-focused mutual fund family explicitly aligned with Catholic moral and social teachings—the closest direct faith-specific analogue to Arimathea. Competes for the same Catholic-investor wallet share and diocesan/institutional interest.
• Praxis Mutual Funds: Faith-based mutual fund family with screening rooted in Anabaptist values and active engagement. Comparable to Arimathea as a faith-screened fund sponsor with engagement-driven methodology, though denominationally distinct.

Others

• Faith Investor Services: Issuer/manager of the SHRD ETF and the broader six-fund faith-based ETF platform of which Arimathea is sub-advisor. Not a direct competitor—rather the strategic distribution partner that defines Arimathea's primary product channel and platform expansion path.

Broad incumbents

• BNP Paribas Easy Faith-Based ETFs: European asset-management giant offering faith-based ETF products with Vatican-aligned screening (e.g., Catholic principles). Comparable to Arimathea's Catholic-screening methodology and SHRD positioning but at global scale and with established Catholic-specific ETFs rather than U.S. retail-focus.
• Trillium Asset Management: Long-established values-based and ESG-focused asset manager (formerly Pax World). Competes with Arimathea in the broader values-aligned/institutional advisor pool but with an ESG rather than specifically Catholic-faith framework.

Regional players

• Knights of Columbus Asset Advisors: Catholic fraternal organization's affiliated investment advisory arm serving Catholic institutions and members. Competes with Arimathea for diocesan and Catholic-family investment mandates, though structurally tied to the K of C membership base.

Emerging players

• Grizzle Growth ETF / 360 Funds Faith Strategies: Smaller faith- and values-themed ETF sponsors in the U.S. 360 Funds family has launched faith-based ETFs that overlap with Arimathea's SHRD value proposition at the retail brokerage shelf—direct competition for distribution attention on platforms like Fidelity and Schwab.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@treasuresinheavenpod
• Facebookfacebook.com/share/1874zCAe2v/?mibextid=wwXIfr
• LinkedInlinkedin.com/company/arimatheainvesting
• Instagraminstagram.com/arimatheainvesting

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

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 Arimathea