Net Positive Consortium
Net Positive Consortium is a private, membership-based industry association founded in 2024 that unites RIAs and wealth management firms around a five-pillar framework for corporate social responsibility, funded by tiered annual membership fees and supported by content, study groups, and industry partnerships.
- Company typePrivate
- Founded2024
- HeadquartersNew York, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Net Positive Consortium does
Net Positive Consortium in Wealth Management (NPC) is a private, membership-based industry association founded in 2024 and headquartered in New York that unites registered investment advisors (RIAs) and wealth management firms around a shared commitment to corporate social responsibility under a five-pillar framework (Community, Clients, Team Members, Industry, Planet). The consortium launched on October 23, 2024 with 20 founding members—14 RIA/wealth management firms collectively managing over $200 billion in client assets plus three solution providers—and has since expanded to approximately 25 known members alongside strategic partners FP Transitions and Goldman Sachs (October 2025). The NPC is not a technology company: it does not build or operate proprietary software products, and its deliverables consist of structured content assets (an Executive Brief, Inventory Assessment tool, Resource Library, quarterly updates, webinars, and video content) and collaborative programming (study groups, peer mentorship, and industry events). Revenue is generated exclusively through tiered annual membership fees, with RIAs paying $1,500–$7,500 based on AUM and solution providers paying $1,500–$7,500 based on revenue; resources are distributed free of charge to the industry while official membership requires the paid tier. Governance is provided by co-chairs Grant Rawdin (CEO, Wescott Financial Advisory Group) and Gerald Goldberg (CEO, GYL Financial Synergies), with Suzanne Siracuse Consulting serving as lead consultant and PR/thought-leadership partner. In October 2025 the NPC won the WealthManagement.com Industry Award for Corporate Social Responsibility, providing third-party validation of its mission.
Net Positive Consortium firmographics
Firmographics- Name
- Net Positive Consortium
- Legal name
- Net Positive Consortium in Wealth Management
- Website
- https://netpositivewealth.com
- Company type
- Private
- Founded year
- 2024
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Net Positive Consortium is a private, membership-based industry association founded in 2024 that unites RIAs and wealth management firms around a five-pillar framework for corporate social responsibility, funded by tiered annual membership fees and supported by content, study groups, and industry partnerships.
- Ownership category
- akta.pro rank
Net Positive Consortium industry classification
Industry- Product category
- Wealth Management Industry Association / Membership Consortium
- NAICS
- Business Associations (813910), Professional Organizations (81392)
- SIC
- Services-Membership Organizations (8600)
- akta.pro primary industry
- Technical Committees, Working Groups & Expert Panels (BPADANAB)
- akta.pro secondary industry
- Corporate Foundations & CSR Grantmaking (BPAGAKAC)
Keywords
Where Net Positive Consortium is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Net Positive Consortium business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Others
Revenue model
- Membership Fees: The NPC generates revenue through annual membership fees charged to member firms. Fees are tiered based on assets under management (AUM) for RIA/financial advisory firms and by revenue for solution providers. This is the primary and essentially sole revenue stream.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | RIA/Financial Advisory Firms – Under $250M AUM |
| Subscription | Annual | RIA/Financial Advisory Firms – $250M–$750M AUM |
| Subscription | Annual | RIA/Financial Advisory Firms – $750M–$2.5B AUM |
| Subscription | Annual | RIA/Financial Advisory Firms – $2.5B–$20B AUM |
| Subscription | Annual | RIA/Financial Advisory Firms – Over $20B AUM |
| Subscription | Annual | Solution Providers – Under $1M Revenue |
| Subscription | Annual | Solution Providers – $1M–$5M Revenue |
| Subscription | Annual | Solution Providers – $5M–$10M Revenue |
| Subscription | Annual | Solution Providers – $10M+ Revenue |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels8 records
Net Positive Consortium product offering
Product offeringCore offering
The Net Positive Consortium is a membership-based industry association that recruits registered investment advisors (RIAs), wealth management firms, and solution providers into a peer community committed to net positive practices. Members pay annual tiered fees and receive access to the Five Pillars Framework, an Inventory Assessment tool, an Executive Brief, a Resource Library, exclusive study groups, mentorship, webinars, and quarterly updates to help firms formalize and share social and environmental impact initiatives.
Product overview
The Net Positive Consortium is a membership-based collective of registered investment advisors and wealth management firms committed to net positive practices. Rather than a traditional software product, the consortium operates as a structured program offering membership tiers based on firm AUM, access to a Resource Library of educational materials, the 'Unlocking Our True Potential' Executive Brief, an Inventory Assessment self-evaluation tool, and the Five Key Pillars Framework. The organization facilitates collaboration through study groups, webinars, and quarterly updates, helping firms document, measure, and improve their social and environmental impact across community, clients, team members, industry, and environmental dimensions.
Differentiator
Problem solved
Functional benefit
Products and services
- Net Positive Consortium Membership
- Resource Library
- Inventory Assessment Tool
Quantifiable outcome
- Firms with community engagement tied to charitable planning show on average 20% more growth.
- +3 more outcomes
Companies that use Net Positive Consortium
Customer profileNamed customers20 records
Segments2 records
Ideal customer profiles2 records
Net Positive Consortium technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Net Positive Consortium partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core and supporting.
- Goldman SachscoreGoldman Sachs joined the Net Positive Consortium as a new strategic partner in October 2025. This partnership was announced alongside the consortium's industry award win and resource expansion, signaling Goldman Sachs's commitment to advancing responsible and forward-looking wealth management practices.
- FP TransitionscoreFP Transitions, a wealth management consultancy based in Lake Oswego, Oregon, became the very first strategic partner of the Net Positive Consortium. The firm helps advisors navigate acquisitions and talent transitions and is contributing to the NPC's mission by sharing and promoting its goals and helping establish best practices within the consortium.
- Bento EnginesupportingBento Engine is a founding member solution provider of the Net Positive Consortium, participating as part of the consortium's ecosystem of supporting partners.
- Andes RisksupportingAndes Risk is a founding member solution provider of the Net Positive Consortium, participating as part of the consortium's ecosystem of supporting partners.
- AdvoKate IQsupportingAdvoKate IQ is a founding member solution provider of the Net Positive Consortium, participating as part of the consortium's ecosystem of supporting partners.
- Suzanne Siracuse Consulting ServicescoreSuzanne Siracuse serves as the lead consultant and facilitator to the Net Positive Consortium. Her consulting firm is an advisory partner to the initiative and provides marketing, PR, and thought leadership support, frequently representing the consortium in industry media including Barron's Advisor, Financial Advisor Magazine, and InvestmentNews.
- Amplified PlanningsupportingAmplified Planning partnered with the NPC to produce the 'Building the Future of Advice' research report and co-host the 'Winning the Talent Race' webinar, providing research insights on next-generation financial advisor talent.
- Schwab Advisor ServicessupportingSchwab Advisor Services partnered with Amplified Planning on the 'Building the Future of Advice' research report featured in the NPC's resource library, providing benchmarking research on the next generation of financial planners.
- Three Crowns MarketingsupportingThree Crowns Marketing designed and built the Net Positive Consortium website and produces video/podcast content featuring consortium leaders and member firms, including interviews with Grant Rawdin, JC Abusaid, and other founding members.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Net Positive Consortium competitors and assessment
Company assessmentBroad incumbents
- SIFMA: SIFMA is the leading trade association for the US securities industry, representing broker-dealers, asset managers, and banks. While much broader and more institutional than NPC, SIFMA competes for the same corporate partners and is an established model of industry-wide convening around advocacy and best practices.
- Investment Company Institute (ICI): ICI is the leading association representing regulated investment companies (mutual funds, ETFs, closed-end funds) and their service providers. ICI is a comparable model of an industry-funded association providing research, advocacy, and convening for its members in the investment ecosystem.
- CFP Board of Standards: CFP Board sets and enforces certification standards for CFP professionals in the US. As a standards-and-community body serving the same advisor population NPC targets (with firms like Guiding Wealth building CFP residency programs), it is a relevant industry-influence peer even though it is not a traditional trade association.
- Financial Planning Association (FPA): FPA is the largest membership association for financial planners in the US, providing member services, advocacy, education, and community for CFP professionals. NPC competes for the same RIA members' mindshare and dues dollars, though NPC is a more focused working group while FPA is a broad professional society.
Direct peers
- XY Planning Network: XY Planning Network is a membership organization for fee-only advisors serving Gen X and Gen Y clients. It targets next-generation advisor development, overlapping directly with NPC's talent-attraction and 'next-gen' programming initiatives within the RIA community.
- US SIF (The Forum for Sustainable and Responsible Investment): US SIF is a membership association of asset managers, RIAs, and financial institutions advancing sustainable and impact investing. Like NPC, it operates as a membership-based industry body in the wealth management ecosystem focused on impact practices, with member resources, research, and convening power.
- Foundation for Financial Planning: The Foundation for Financial Planning mobilizes CFP professionals to provide pro bono financial planning to underserved populations. It shares NPC's mission of advancing wealth management's social impact and works with many of the same mid-market and enterprise RIA members.
- National Association of Personal Financial Advisors (NAPFA): NAPFA is a membership association for fee-only financial advisors that provides practice resources, community, advocacy, and continuing education. NPC shares NAPFA's constituency of fiduciary RIA firms and operates a similar membership-driven, community-anchored model in the same wealth management niche.
Others
- Schwab Advisor Services: Schwab Advisor Services is a leading custodian and service provider for RIAs and a research partner of NPC. As a strategic enabler of the RIA ecosystem — and the producer of benchmarking research distributed through NPC's resource library — it is an ecosystem participant rather than a direct competitor.
Emerging players
- B Lab (B Corporation): B Lab certifies and convenes B Corp businesses, including B Corp-certified wealth management firms such as NPC members Brighton Jones and First Pacific Financial. B Lab occupies a closely adjacent space in CSR certification and impact community-building, and several NPC members are dual B Corps.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Net Positive Consortium social profiles
Digital presenceNet Positive Consortium financial estimates
Financial estimateRevenue estimate
Valuation estimate
Net Positive Consortium leadership team
Management profileNumber of profiles
Profiles3 records
Net Positive Consortium funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Net Positive Consortium 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 Net Positive Consortium
What does Net Positive Consortium do?
The Net Positive Consortium is a membership-based industry association that recruits registered investment advisors (RIAs), wealth management firms, and solution providers into a peer community committed to net positive practices. Members pay annual tiered fees and receive access to the Five Pillars Framework, an Inventory Assessment tool, an Executive Brief, a Resource Library, exclusive study groups, mentorship, webinars, and quarterly updates to help firms formalize and share social and environmental impact initiatives.
Is Net Positive Consortium a public or private company?
Net Positive Consortium is a private company. It is classified as unknown and is currently operating.
When was Net Positive Consortium founded?
Net Positive Consortium was founded in 2024. It employs 1 to 10 people.
Where is Net Positive Consortium based?
Net Positive Consortium is headquartered in New York, United States, in the North America region.
How does Net Positive Consortium make money?
One revenue line is on record: membership Fees.
Who are Net Positive Consortium's main competitors?
Broad incumbents on record are SIFMA, Investment Company Institute (ICI), CFP Board of Standards and Financial Planning Association (FPA). Direct peers are XY Planning Network, US SIF (The Forum for Sustainable and Responsible Investment), Foundation for Financial Planning and National Association of Personal Financial Advisors (NAPFA). Schwab Advisor Services is listed as an others. B Lab (B Corporation) is listed as an emerging player.
Does Net Positive Consortium have an API?
No public API is recorded for Net Positive Consortium.
What industry is Net Positive Consortium in?
Net Positive Consortium's product category is Wealth Management Industry Association / Membership Consortium. Its primary akta.pro industry code is BPADANAB, Technical Committees, Working Groups & Expert Panels, with a secondary code of BPAGAKAC, Corporate Foundations & CSR Grantmaking. Its NAICS code is 813910 and its SIC code is 8600.