What Revalue does

Revalue is an independent Registered Investment Advisory (RIA) firm founded in 2013 and headquartered at 2 Fulton St. W, Grand Rapids, Michigan. The firm serves individuals, families, business owners, institutions, and DIY investors seeking to align investment portfolios with social and environmental values, with an explicit focus on inclusive investing without account minimums and on community investing that moves capital from Wall Street to local economies. Core service lines are organized as four pillars: Investment Management (values-aligned portfolio construction guided by a custom Investment Policy Statement), Financial Consulting (3–6 month planning engagements covering 10 forms of capital), Investor Guidance (a tiered DIY subscription platform — Explorer free, Navigator $37/month, Trailblazer $97/month), and Community Education (public speaking, the annual Grubstake Cohort at $247, and self-serve web courses via Teachable).

The technology stack is composed primarily of integrated third-party platforms rather than proprietary infrastructure. Client-facing tools include RightCapital for financial planning, The Collaborative (hosted on Mighty Networks) for community engagement, Teachable for online courses, and Eventbrite for workshop scheduling. Operational tools include Calendly for booking, Typeform for onboarding, SharePoint for document archiving, and AI-powered transcription services for meeting documentation with encryption safeguards. The proprietary intellectual property is concentrated in the Ensemble Advising Model — a team-based advisory approach using centralized client records — and in the co-created Investment Policy Statement framework that guides values-aligned portfolio construction. The firm is a Certified B Corporation (since October 2018, recertified April 2025) and co-founder Angela Barbash holds the CSRIC designation (one of only three in Michigan).

Revenue mechanics blend subscription-based Investor Guidance fees, one-time Grubstake Cohort fees ($247 per non-client participant, capped at 40), fee-based investment management and financial consulting engagements, and à la carte coaching sessions. The firm operates with approximately 10 team members structured as part-owners, with no external parent company, venture capital, or private equity ownership disclosed. Distribution relies on content marketing, community education (5,000+ people educated globally since 2013), referral networks, and a self-serve subscription funnel, with reduced social media activity in favor of quarterly newsletters as a deliberate operational choice.

Name

Revalue

Legal name

Revalue, LLC

Website

https://revalueinvesting.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

Revalue is an independent Michigan-based Registered Investment Advisory firm that provides values-aligned investment management, financial consulting, and DIY investor education subscriptions to individuals, families, business owners, and institutions focused on community investing and social/financial dual returns.

Ownership category

akta.pro rank

Headquarters

HQ city

Ypsilanti

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Management Fees: Fee-based investment advisory services for managing client portfolios aligned with values and community investing principles. Model allows service regardless of wealth status.
2. Financial Consulting Fees: Customized financial planning services including Investment Policy Statement creation, RightCapital access, and team specialist guidance. Process typically takes 3-6 months.
3. Investor Guidance Subscriptions: Three-tier subscription model: Explorer (free), Navigator ($37/month), and Trailblazer ($97/month) providing DIY learning paths and community access for community investing education.
4. Grubstake Cohort Fees: 6-week cohort program fee of $247 for non-clients, free for existing clients. Includes hands-on learning, peer networking, and community investing education.
5. Coaching Sessions: A la carte coaching sessions covering topics like budgeting, debt payoff, retirement accounts, and local investing. Offered via one-on-one video sessions.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels8 records

Core offering

Revalue is an independent Registered Investment Advisory firm that delivers values-aligned investment management, personalized financial consulting, a tiered DIY Investor Guidance education platform, and community investing education through the annual Grubstake Cohort. Services are fee-based and fiduciary, available regardless of wealth level with no account minimums, and center on aligning client portfolios with social and environmental values through a custom Investment Policy Statement and an ensemble team-based advising model.

Product overview

Revalue is a values-based investment advisory firm offering a portfolio of financial services organized around four core pillars: Investment Management, Financial Consulting, Investor Guidance, and Community Education. The Investment Management and Financial Consulting services are full-service offerings providing values-aligned portfolio management and personalized financial planning with accompanying IPS documentation. The Investor Guidance service is a modular DIY education platform with three tiered learning paths (Explorer, Navigator, Trailblazer) ranging from free to $97/month, offering progressive access to courses, coaching, tools like RightCapital, and community resources. Community Education delivers public speaking and educational programming. Revalue also offers specialized products including the annual Grubstake Cohort (a 6-week guided community investing program limited to 40 participants), individual coaching sessions, web courses via Teachable, and online workshops via Eventbrite. The firm uses an ensemble advising model where clients benefit from a team rather than a single advisor, with access to The Collaborative online community.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Values-aligned portfolio management service guided by a custom Investment Policy Statement (IPS), client goals, and the firm's flexible comprehensive financial planning. Available to all investors with no account minimums and delivered under a fee-based fiduciary model using the ensemble advising team approach.
• Financial Consulting Personalized financial planning service producing a customized Investment Policy Statement covering long-term goal planning, taxes, education, insurance, fees, portfolio review, and values alignment. Includes access to RightCapital financial planning software and The Collaborative community. Engagement typically runs 3-6 months and serves individuals, families, business owners, and institutions.
• Investor Guidance Self-serve DIY investor education platform hosted on The Collaborative (Mighty Networks) for investors who want guidance without full-service advisory engagement. Provides three tiered learning paths (Explorer free, Navigator $37/month, Trailblazer $97/month) covering community investing education with progressive access to courses, coaching, and tools.
• Community Education Public speaking and educational programming for investors, business owners, and community groups. Covers topics from personal finance to impact investing, crowdfunding, and financial advisor selection. The team deploys to venues from neighborhood associations to global conferences and accepts stipends that are reinvested into low-income family access to financial services.
• Grubstake Cohort Annual 6-week guided cohort program for community investing education, limited to 40 participants. Includes live discussions, expert guidance, peer-to-peer learning, investor circles, curated resources, and a capstone experience for evaluating real community investment opportunities. Spring cohort is open to the public at $247, and Fall cohort is open to Revalue clients at no charge.
• Coaching Sessions A la carte one-on-one video coaching sessions with Investment Advisors covering topics such as budgeting, debt payoff, savings strategies, retirement accounts, local investing, and asset classes. Offered for clients not ready to commit to full financial planning services.
• Web Courses Self-paced online educational courses hosted on the Teachable platform covering various financial planning and investing topics, available to investors and the broader public.
• Online Workshops Scheduled online workshop events managed via Eventbrite for group learning experiences on financial topics such as budgeting, debt payoff, and community investing.

Quantifiable outcome

• Over 5,000 people educated globally since 2013
• +2 more outcomes

Named customers4 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

AI capability4 records

Feature5 records

Partnerships

Eleven partnerships are on record, tiered core and minor.

• B LabcoreStrategic or Co-development PartnerRevalue is a Certified B Corporation (certified October 2018, recertified April 2025). B Lab certification recognizes businesses balancing profit and purpose, working not just for profit but for welfare of employees, communities, and environment. Certification criteria available at bcorporation.net.
• Financial Planning Association (FPA)minorOthersRevalue is a member of the Financial Planning Association. FPA membership indicates participation in a professional organization for financial planning professionals. Revalue pays annual membership dues; no other compensation provided.
• National Coalition for Capital (NC3)minorOthersRevalue is a member of NC3, a network focused on community capital. Membership indicates participation in the network; no endorsement of investment advisory services is provided. Revalue pays annual membership dues.
• Center for Financial Planning (CfPA)minorOthersRevalue is affiliated with CfPA, participating in professional initiatives supporting the financial planning profession. No endorsement of Revalue's services is provided; no compensation other than standard affiliation.
• RightCapitalcoreTechnology or IntegrationTrusted third-party financial planning software used during client onboarding and ongoing financial planning. RightCapital provides the technical platform for comprehensive financial planning and portfolio analysis.
• TypeformcoreTechnology or IntegrationThird-party form platform used for client onboarding processes and community investment intake forms. Secure platform for collecting client information during engagement.
• CalendlycoreTechnology or IntegrationScheduling platform used for booking client consultations and initial meetings. Provides accessible booking interface for prospective and existing clients.
• SharePointcoreTechnology or IntegrationMicrosoft platform used for secure archiving and storage of sensitive client financial information and documents.
• Ann Arbor Area Community FoundationcoreStrategic or Co-development Partner2019-2020 research partnership studying capital flow in Washtenaw County at institutional and individual levels. Examined how much capital moves, who moves it, and where it goes. Research resulted in published capital flow report.
• Michigan State University Center for Community and Economic DevelopmentcoreStrategic or Co-development Partner2019-2020 research partnership studying Michigan's community investing ecosystem. Examined who the players are, what the supply chain looks like, and where strengths and opportunities exist.
• The Initiative for Local CapitalcoreStrategic or Co-development Partner2019-2020 partnership developing practical toolkit for investment advisors to use with clients on community investing. Focused on what resources exist, fiduciary duty support, and advisor education.

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Aspiration: Aspiration is a sustainability-focused financial platform offering values-aligned investing, banking, and fossil-fuel-free portfolios to consumers and businesses. Comparable to Revalue in ESG-first positioning and inclusive investing model, though at much larger scale.
• Calvert Impact Capital: Calvert Impact Capital is a nonprofit community investment intermediary mobilizing capital for underserved communities and mission-aligned investors. Directly comparable to Revalue’s community investing focus and partnerships with foundations and local capital initiatives.
• GreenAlpha Advisors: GreenAlpha Advisors is an RIA specializing exclusively in sustainable, ESG, and fossil-fuel-free investment strategies for individuals and institutions. Comparable niche positioning and client segments to Revalue.
• First Affirmative Financial Network: First Affirmative is an RIA specializing in sustainable, responsible, and impact (SRI) investing with a nationwide network of advisors. Like Revalue, it is fee-only, fiduciary, and built around aligning client values with investment portfolios.
• Ellevest: Ellevest is a digital wealth management platform built around values-aligned investing for women, combining goal-based financial planning with impact portfolios. Comparable to Revalue in mission-driven positioning and tech-enabled financial planning.
• Natural Investments: Natural Investments is a values-based/ESG-focused RIA serving individuals and institutions with portfolio management aligned to social and environmental screens. Closely comparable to Revalue in mission-driven advisory model, fee-only fiduciary structure, and focus on community/impact investing.
• Swell Investing: Swell (now part of Ascend) offered impact-themed, values-aligned investment portfolios curated around sustainability themes to retail investors. Comparable in mission-driven, fee-based, digitally accessible ESG advisory positioning.

Emerging players

• RSF Social Finance: RSF Social Finance is a nonprofit financial organization providing impact investing, loans, and integrated capital to social enterprises and values-aligned donors. Overlaps with Revalue’s community wealth-building and regenerative values focus.
• OpenInvest: OpenInvest provides values-aligned, customizable impact investment portfolios with personalization around social and environmental values. Comparable values-driven advisory approach and digital delivery model.

Broad incumbents

• Trillium Asset Management: Trillium is an established ESG-focused investment manager offering mutual funds and separately managed accounts to institutional and high-net-worth clients. Larger and more institutional than Revalue, but shares the values-aligned, ESG-screened investing thesis.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xtwitter.com/revaluemi
• Facebookfacebook.com/RevalueInvesting
• LinkedInlinkedin.com/company/revalueinvesting
• Instagraminstagram.com/revaluemi

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 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 Revalue