Envest Asset Management

Name

Envest Asset Management

Legal name

Envest Asset Management, LLC

Website

https://envestam.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Wealth Management and Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Sustainable/ESG Equity (Active) (FSAAAIAM)

akta.pro secondary industries

Estate & Legacy Planning Advisory (FSAEAAAG), Tax-Aware Retirement & Estate Coordination (FSAEABAJ), Employee Benefit & Retirement Plan Trust Services (FSAAANAC)

Keywords

• Investment management services
• Financial planning advisory
• ESG sustainable investing
• Fiduciary wealth management
• Retirement plan services

Headquarters

HQ city

Ridgefield

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Assets Under Management (AUM) Fees: Percentage-based fees charged on total assets under management held at the firm's custodian. Fees decrease as AUM increases, creating an incentive for larger client relationships. This is the primary recurring revenue stream.
2. Comprehensive Financial Planning Fees: One-time fees for comprehensive financial planning services without invested assets. Generally $5,000, payable in two installments (70% upon engagement, remaining upon plan delivery). For more complex engagements, fees may be higher or lower based on scope.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels5 records

Core offering

Envest Asset Management is a fee-only, fiduciary registered investment adviser that provides personalized investment management and comprehensive financial planning to individuals, families, small businesses, and non-profits. Its services are built around ESG and Socially Responsible Investing (SRI) principles, with additional offerings in business retirement plans (401k, SEP-IRA, 403b) and alternative investments including private equity funds, renewable energy certificates, and carbon credits.

Product overview

Envest Asset Management is a boutique financial advisory firm offering a unified suite of investment management and financial planning services centered on ESG (Environmental, Social, and Governance) and Socially Responsible Investing (SRI) principles. The core offering combines Financial Planning with Investment Management as a continuous service for clients seeking ongoing advisory relationships. Additional service modules include Business Services (401k, SEP-IRA, 403b plans), Alternative Investments (Private Equity Funds, Renewable Energy Certificates, Carbon Credits), and Comprehensive Financial Planning as a standalone roadmap. The firm operates exclusively on a fee-only fiduciary basis without product sales or commissions, serving individuals, families, small businesses, and non-profits.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment & Asset Management Ongoing investment and asset management services for individuals, families, small businesses, and non-profits, with portfolios aligned to clients' life stages, financial goals, and ESG/SRI principles. Includes personal investment accounts and IRAs (Traditional and Roth).
• Financial Planning Comprehensive financial planning services that map clients' current finances against future financial goals, covering cash flow, savings, debt, investments, and risk protection. Available as a one-time engagement (generally $5,000) or as part of an ongoing combined services relationship.
• ESG & Sustainable Investing (including SRI) Investment advisory service that integrates Environmental, Social, and Governance (ESG) and Socially Responsible Investing (SRI) principles into portfolio construction, treating ESG/SRI as a risk management framework. Invests in companies that lobby for social justice while avoiding companies with negative social effects, and supports positive environmental and social impact.
• Business Retirement Services Retirement plan services for small businesses and non-profits, including 401k Plans, SEP-IRA Plans, and 403b Plans, designed to align with business owner and organizational values.
• Alternative Investments Alternative investment vehicles offered to clients seeking greater ESG or SRI specificity in their portfolios, including Private Equity Funds, Renewable Energy Certificates, and Carbon Credits.

Named customers3 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

Six partnerships are on record, tiered minor and core.

• Sierra Club ConnecticutminorGTM or Marketing Partner · 7 July 2022James Osborn arranged an event featuring panelists on advancing sustainability through legislation, corporate governance, and everyday living. Proceeds from the program were donated to Sierra Club Connecticut. Demonstrates commitment to environmental mission.
• Charles Schwab & Co., Inc.coreStrategic or Co-development PartnerCharles Schwab serves as the primary custodian for client assets. Schwab provides the platform, products, programs and resources for independent advisors to serve clients. As a registered broker-dealer and SIPC member, Schwab is subject to regulations designed to protect assets held in brokerage accounts.
• Altruist Financial LLCminorStrategic or Co-development PartnerAltruist provides a custodial platform for investment advisory services. Altruist Financial LLC and its clearing firm Apex Clearing Corporation are unaffiliated SEC-registered broker-dealers and FINRA/SIPC members.
• 1% for the PlanetcoreStrategic or Co-development PartnerEnvest Asset Management is a member of 1% for the Planet, committing to donate 1% of annual sales to approved environmental organizations. This membership aligns with the firm's B Corp certification and sustainability mission.
• B LabcoreStrategic or Co-development PartnerB Lab is the non-profit organization that certifies B Corporations. Envest Asset Management received B Corp Certification in February 2020, meeting the highest standards of social and environmental performance.
• Impact Growth Partners (Jen Gorin)minorStrategic or Co-development PartnerJen Gorin, Founder of Impact Growth Partners (a CT-based Certified B Corp), helped companies maximize social and environmental impact. Provided commentary on EnvestAM's B Corp certification.

Scale indicators4 records

Broad incumbents

• Moneta Group: Large independent, fee-only RIA providing financial planning and investment management to HNW individuals, families, and institutions. Comparable in fee-only fiduciary model and services, but materially larger scale.
• Carson Group: Large national RIA and coaching platform serving independent financial advisors with technology, compliance, and back-office support. Comparable in core wealth advisory services but at materially larger scale and with broader offerings.
• Focus Financial Partners: National partnership of independent, fiduciary wealth management firms. A potential roll-up acquirer or strategic partner for a boutique RIA like EAM, and a benchmark for scaled fiduciary wealth management economics.

Emerging players

• Aspiration: Digital sustainable finance platform offering investment and banking products marketed to values-driven consumers. Competes in the same ESG/SRI demand pool as EAM but through a tech-enabled model rather than personal advisory.
• Swell Investing: Digital impact investing platform offering portfolios aligned with social and environmental values. Competes for the same values-driven retail/consumer end of the ESG demand pool as EAM, but through a fully digital, lower-fee model.

Direct peers

• Merit Financial Advisors: Fee-only RIA delivering comprehensive financial planning and investment management to individuals and families. Comparable in client segments, fee-only structure, and combined planning + investment management service model.
• Buckingham Strategic Wealth: Fee-only fiduciary RIA providing investment management and financial planning to households nationwide. Comparable in fee-only model, fiduciary duty, and core financial planning + investment management offering.
• GreenAlpha Advisors: Small, sustainability-focused RIA building portfolios around next-economy and ESG companies. Direct peer in ESG-only niche with similar boutique client base and AUM-fee model.
• Natural Investments: Boutique fee-only RIA specializing in sustainable, responsible, and impact investing for individuals and institutions. Highly comparable to EAM in values-aligned positioning, fee-only fiduciary model, and boutique scale.
• RSF Social Finance: Mission-driven financial services organization providing investing, lending, and philanthropic services with a focus on social and environmental impact. Comparable values-aligned advisor with similar client segments.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/envest-am
• Xx.com/envest_am
• Facebookfacebook.com/EnvestAM

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Envest Asset Management