Zevin Asset Management
Zevin Asset Management is an employee-owned, B Corp-certified Boston investment manager that provides customized sustainable separately managed accounts and shareholder advocacy services to high-net-worth individuals, families, foundations, religious institutions, non-profits, and financial advisors.
- Company typePrivate
- Founded1998
- HeadquartersBoston, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Zevin Asset Management does
Zevin Asset Management is a Boston-based, independently owned investment management firm founded in 1997/1998 that provides customized separately managed accounts (SMAs) for active equity and fixed-income allocations, integrated with shareholder advocacy and ESG research. The firm serves high-net-worth individuals and families, foundations and endowments, religious institutions, non-profit organizations, and financial advisors, with a stated dual objective of achieving financial returns alongside measurable social and environmental impact. Zevin is 100% employee-owned (with gifting of share issuances to all tenured staff), majority women-owned and led, and B Corp certified.
The firm operates a relatively traditional, non-proprietary-tech investment model. Portfolio construction relies on a team-led process led by the Chief Investment Officer and an Investment Committee that integrates macroeconomic outlook, asset allocation, and fundamental ESG security selection, supported by a single Senior Quantitative Analyst who maintains a proprietary asset allocation model. There are no disclosed proprietary technology platforms, APIs, AI/ML pipelines, or fintech-style products; client reporting runs through a SmartVault portal and distribution is direct (plus a financial-advisor channel).
Revenue is earned through advisory/management fees on AUM across SMA relationships, supplemented by financial planning services and 529 education-savings account offerings. Client acquisition is primarily sales-led via direct relationship managers; thought leadership — biennial Impact Reports, Shareholder Advocacy Guide, quarterly updates, webinars, and conference appearances — functions as the primary top-of-funnel marketing engine. Materially, Zevin is best understood as a small, mission-aligned values-investing boutique whose principal growth levers are AUM inflow via advocacy-driven credibility, wallet-share expansion through adjacent planning products, and coalition leadership that is disproportionate to firm size (e.g., coordinating a 42-organization, $1.15 trillion coalition on Alphabet governance).
Zevin Asset Management firmographics
Firmographics- Name
- Zevin Asset Management
- Legal name
- Zevin Asset Management, LLC
- Website
- https://zevin.com
- Company type
- Private
- Founded year
- 1998
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Zevin Asset Management is an employee-owned, B Corp-certified Boston investment manager that provides customized sustainable separately managed accounts and shareholder advocacy services to high-net-worth individuals, families, foundations, religious institutions, non-profits, and financial advisors.
- Ownership category
- akta.pro rank
Zevin Asset Management industry classification
Industry- Product category
- Sustainable Investment Management
- NAICS
- Other Financial Vehicles (52599)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Values-Based/ESG & Impact-Focused RIAs (FSAAACAK)
- akta.pro secondary industries
- Stewardship & Active Ownership (Engagement, Proxy Voting, Shareholder Advocacy) (FSAAALAD), Sustainable/ESG Equity (Active) (FSAAAIAM), ESG/Sustainable Investment Advisory (FSAEAAAJ)
Keywords
Where Zevin Asset Management is headquartered
LocationHeadquarters
- HQ city
- Boston
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Zevin Asset Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others
Revenue model
- Investment Management Fees: Zevin Asset Management earns revenue through investment management fees charged on separately managed accounts for individuals, families, foundations, religious institutions, and non-profits. The firm integrates sustainability into active investment management with a dual objective of achieving financial returns while creating positive social and environmental impact.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
Zevin Asset Management product offering
Product offeringCore offering
Zevin Asset Management is a sustainable and responsible investment firm that provides customized separately managed accounts with active equity and fixed-income allocations. The firm integrates environmental, social, and governance (ESG) factors into investment decisions to achieve dual objectives of financial returns and positive social/environmental impact through active shareholder advocacy and engagement with portfolio companies.
Product overview
Zevin Asset Management offers a unified suite of sustainable investment services centered on customized separately managed accounts for equity and fixed-income allocations. The firm integrates shareholder advocacy and ESG principles across all offerings, with additional services including financial planning, 529 investment accounts, and charitable giving strategies. The investment approach emphasizes dual objectives of financial returns and positive social/environmental impact through active ownership and engagement with portfolio companies on issues including human rights, climate change, and racial justice.
Differentiator
Problem solved
Functional benefit
Products and services
- Separately Managed Accounts Customized separately managed accounts offering active equity and fixed-income allocations that seek capital appreciation while integrating sustainability factors into investment decisions. Available for individuals, families, foundations, religious institutions, and non-profits.
- Shareholder Advocacy Active ownership program engaging portfolio companies on environmental, social, and governance issues including human rights, climate change, racial justice, and corporate accountability through shareholder proposals and direct engagement.
- Financial Planning Services Comprehensive financial planning services including charitable planning, 529 investment accounts, and tax-optimized gifting strategies for individuals, families, and non-profits.
- 529 Investment Accounts Tax-advantaged education savings vehicle allowing tax-free growth for qualified education expenses including tuition, room and board, and K-12 private school tuition up to $10,000 annually.
Companies that use Zevin Asset Management
Customer profileNamed customers3 records
Segments5 records
Ideal customer profiles4 records
Zevin Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Zevin Asset Management partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core and minor.
- Norges Bank Investment ManagementcoreThe world's largest sovereign wealth fund joined Zevin's coalition backing Alphabet shareholder proposal on AI/cloud governance transparency. Zevin coordinated 42 organizations managing $1.15 trillion in assets.
- Alphabet Shareholder Proposal CoalitioncoreZevin Asset Management coordinated a coalition of 42 organizations and 14 individuals managing $1.15 trillion in assets pressing Alphabet to disclose governance of government use of cloud services and AI technology for surveillance.
- Interfaith Center on Corporate Responsibility (ICCR)coreZevin Asset Management is a member of ICCR, a coalition of faith- and values-driven organizations that view investment management as a catalyst for social change. The firm participates in collaborative shareholder advocacy campaigns and shares resources with other ICCR members on ESG issues.
- Investor Adviser Association (IAA)minorPresident Sonia Kowal serves as a board member of IAA, the leading organization for fiduciary investment advisers that advances member firm interests through expertise, connections, and advocacy.
- New York City Pension FundscoreZevin joined with New York City Pension Funds in shareholder proposals demanding corporate disclosures on racial justice and diversity issues at major companies.
- Massachusetts Pension Reserves Investment Management (Mass PRIM)minorMarcela Pinilla, Director of Sustainable Investing, serves on the ESG Committee for Mass PRIM, advising the board on investment sustainability matters.
- BSR (Business for Social Responsibility)minorMarcela Pinilla previously consulted with BSR and advised on ESG and impact due diligence for KKR's Global Impact Fund.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Zevin Asset Management competitors and assessment
Company assessmentDirect peers
- Boston Trust Walden: Boston-based, employee-owned RIA focused on ESG and impact investing serving individuals, foundations, and institutions. One of the closest direct comparables to Zevin in geography, ownership structure, and sustainable SMA model.
- Trillium Asset Management: Boston-based ESG and impact investment manager offering active equity and fixed-income strategies with shareholder advocacy. Trillium directly overlaps with Zevin's geographic base, product mix (ESG equity), and engagement-led approach.
- New Century Advisors: Boutique ESG-focused RIA offering customized SMA portfolios for foundations, endowments, and HNW clients. Closely matches Zevin's niche specialization in values-aligned separate accounts.
Broad incumbents
- Calvert Research and Management: Pioneer in responsible investing, now part of Morgan Stanley Investment Management. Operates a much broader ESG product suite including mutual funds and SMAs with active ownership programs — comparable philosophy, broader scale.
- Walden Asset Management: Sustainable investment affiliate of Boston Trust Walden, managing ESG-equity portfolios for institutions and faith-based organizations. Directly comparable values-aligned investment approach.
- Breckinridge Capital Advisors: Specialist fixed-income manager with an ESG-integrated separately managed account platform serving institutional and intermediary clients. Overlaps with Zevin's active fixed-income ESG allocation capability.
Emerging players
- Green Century Capital Management: Mission-driven investment advisor specializing in fossil-fuel-free ESG mutual funds for environmentally focused investors. Comparable values orientation with a more retail/mutual fund-oriented delivery model.
- Domini Impact Investments: Long-tenured ESG mutual fund manager with strong community/responsible investing brand. Comparable focus on social and environmental screening, though distributes primarily through mutual funds rather than SMAs.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Zevin Asset Management social profiles
Digital presenceZevin Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Zevin Asset Management leadership team
Management profileNumber of profiles
Profiles15 records
Zevin Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Zevin Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Zevin Asset Management
What does Zevin Asset Management do?
Zevin Asset Management is a sustainable and responsible investment firm that provides customized separately managed accounts with active equity and fixed-income allocations. The firm integrates environmental, social, and governance (ESG) factors into investment decisions to achieve dual objectives of financial returns and positive social/environmental impact through active shareholder advocacy and engagement with portfolio companies.
Is Zevin Asset Management a public or private company?
Zevin Asset Management is a private company. It is classified as management employee owned and is currently operating.
When was Zevin Asset Management founded?
Zevin Asset Management was founded in 1998. It employs 11 to 50 people.
Where is Zevin Asset Management based?
Zevin Asset Management is headquartered in Boston, United States, in the North America region.
How does Zevin Asset Management make money?
One revenue line is on record: investment Management Fees.
Who are Zevin Asset Management's main competitors?
Direct peers on record are Boston Trust Walden, Trillium Asset Management and New Century Advisors. Broad incumbents are Calvert Research and Management, Walden Asset Management and Breckinridge Capital Advisors. Emerging players are Green Century Capital Management and Domini Impact Investments.
Does Zevin Asset Management have an API?
No public API is recorded for Zevin Asset Management.
What industry is Zevin Asset Management in?
Zevin Asset Management's product category is Sustainable Investment Management. Its primary akta.pro industry code is FSAAACAK, Values-Based/ESG & Impact-Focused RIAs, with a secondary code of FSAAALAD, Stewardship & Active Ownership (Engagement, Proxy Voting, Shareholder Advocacy). Its NAICS code is 52599 and its SIC code is 6211.