FaithInvest

What FaithInvest does

FaithInvest is a UK-registered charitable company (charity number 1187015, company number 11862410) that operates an international, multi-faith network supporting religious groups and faith-based institutional investors in aligning their investment policies with their faith values. The organisation serves faith asset owners including churches, religious orders, denominational bodies, and faith-based NGOs, with documented engagements involving Church of Scotland, English Sangha Trust, the Interfaith Center on Corporate Responsibility, CCLA Investment Management, and the Laudato Si' Movement. Its product surface is organised around three pillars: confidential IP&G Assessments of investment policies, educational offerings (Faithful Finance training course, Bridging the Gap masterclass series for investment professionals, quarterly FCI Forums), and research publications including the Good Intentions 2026 study covering 275 faith-based investment policies and the From Faith Values to Investment guide.

The business model is a hybrid freemium/professional-services structure. Free services comprise policy assessments, network access, and resource libraries. Fee-based services comprise training courses (with disclosed pricing such as a £250 early-bird tier for Faithful Finance), one-on-one consultative accompaniment, masterclasses, and IP&G Assessment engagements. Distribution is global through the website, direct engagement, and an events franchise anchored by the inaugural Faith in the Common Good forum in Paris (April 2026), organised in partnership with Collège des Bernardins and supported by Launch Patron CCLA plus sponsors Amundi, Federated Hermes, Anthos Fund & Asset Management, and Ascension Investment Management.

Underlying technology is deliberately minimal: a Wix-hosted website, HubSpot for CRM, Google Forms for surveys, and standard PCI-DSS compliant payment processing. No proprietary platform or AI/ML capability is developed in-house. The headcount is 1–10 with leadership comprising Executive Chair Dave Zellner, Founding President Martin Palmer, COO Jenny Couper, and a small staff including Catherine Devitt and Susie Weldon. The organisation has US tax-access equivalence as a 501(c)(3) public charity via NGOsource, enabling cross-Atlantic donor flows.

Name

FaithInvest

Legal name

FaithInvest

Website

https://faithinvest.org

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

FaithInvest is a UK-registered charity operating an international multi-faith network that helps religious organisations and faith-based asset owners align their investments with their faith values through IP&G assessments, training, research, and convening forums.

Ownership category

akta.pro rank

Product category

Faith-consistent investing advisory and education

NAICS

Religious Organizations (81311), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Faith-Based Social Services & Community Outreach (Food Pantries, Shelters, Counseling) (BPAGAJAG)

akta.pro secondary industry

Faith-Based Media, Publishing & Broadcasting (Radio, TV, Digital, Press) (BPAGAJAI)

Keywords

• Faith-consistent investing
• Values-driven investing
• Investment policy assessment
• Ethical investing advisory
• Religious asset owners

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Free Services: FaithInvest provides free-to-access services including complimentary assessments of faith-based organisations' investment policies, a network of like-minded investors, and resources and guides on faith-consistent investing.
2. Fee-based Services: The organization offers fee-based services including training courses (such as Faithful Finance), one-on-one consultative support, masterclasses (Bridging the Gap), and IP&G Assessment services. Pricing for training courses includes early bird offers (e.g., £250 for Faithful Finance course).

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

Core offering

FaithInvest is an international not-for-profit network that helps religious groups and faith-based institutional investors align their investment portfolios and policies with their faith values. The organization provides free complimentary Investment Policy & Guidelines (IP&G) assessments, a multi-faith investor network, and educational resources, alongside fee-based training courses (Faithful Finance), masterclasses (Bridging the Gap), and one-on-one consultative accompaniment on the faith-consistent investing journey.

Product overview

FaithInvest offers a comprehensive suite of services focused on faith-consistent investing (FCI) for religious groups and faith-based institutional investors. The organisation provides both free and fee-based services including IP&G Assessments (confidential reviews of investment policies), FCI Training Courses (including Faithful Finance and Bridging the Gap masterclasses), research publications (Good Intentions studies), and regular forums (FCI Quarterly Forum and Faith in the Common Good annual forum). FaithInvest functions as a network and educational platform rather than a single unified product, serving as a bridge between faith beliefs and investment decisions through training, accompaniment, and resources.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Policy & Guidelines (IP&G) Assessment Confidential, structured review service that analyzes investment policies and guidelines of faith-based organizations to identify strengths, gaps, and opportunities for deeper faith alignment, tailored to organizational size and faith tradition.
• Faithful Finance Training Course Educational training course covering the fundamentals of faith-consistent investing, designed for faith-based organizations and offered on a fee basis with early-bird pricing of £250.
• Bridging the Gap Masterclass Programme of masterclasses launched in 2025 aimed at equipping investment industry professionals with tools to engage faith-based investors and better serve the faith-aligned investment market.
• Good Intentions Research Ongoing research initiative examining how faith groups integrate their beliefs and values into investment policies, with major publications in 2022 and 2026 assessing the state of faith-consistent investing globally.
• FCI Quarterly Forum Regular online forum convening faith-based investors to discuss specific aspects of faith-consistent investing, featuring guest speakers and interactive sessions held on a quarterly basis.
• Faith in the Common Good Forum Major international forum for faith groups to discuss collaborative multi-faith frameworks to accelerate faith-consistent investing, held annually with the inaugural event in Paris in April 2026 bringing together 33 faith traditions and networks managing at least $200 billion in assets.
• From Faith Values to Investment Guide Comprehensive publication providing a practical roadmap to help faith-based organisations develop faith-consistent investing programmes, from articulating faith values through to investment implementation.
• One-on-One Consultative Accompaniment Tailored one-on-one consultative support provided to faith-based organisations on their faith-consistent investing journey, available on a fee basis to guide policy development and implementation.

Quantifiable outcome

• 90% of forum attendees observed faith-based investors have something of unique value to contribute to global capital markets
• +2 more outcomes

Named customers5 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Eight partnerships are on record, tiered flagship, core, major and supporting.

• Collège des BernardinsflagshipStrategic or Co-development Partner · 1 April 2026Organized Faith in the Common Good forum in Paris (April 2026) in partnership with Collège des Bernardins. The college's President, Jean-Baptiste de Franssu, is also President of Vatican Bank. The partnership brought together 33 faith traditions and networks representing at least $200 billion in assets.
• CCLA Investment ManagementcoreGTM or Marketing PartnerLaunch Patron for the Faith in the Common Good forum. CCLA is a pioneer of ethical investment and co-published the Catholic Faith-based Investing booklet with FaithInvest. CCLA supports the movement of faith-based investing through sponsorship and co-development of resources.
• AmundimajorGTM or Marketing PartnerLaunch Sponsor of the Faith in the Common Good forum, supporting the multi-faith initiative to accelerate faith-consistent investing.
• Federated Hermes LimitedmajorGTM or Marketing PartnerLaunch Sponsor of the Faith in the Common Good forum, contributing to the partnership supporting faith-based investors.
• Anthos Fund & Asset ManagementmajorGTM or Marketing PartnerLaunch Sponsor of the Faith in the Common Good forum, working in partnership with Ascension Investment Management to support the event.
• Ascension Investment Management, LLCmajorStrategic or Co-development PartnerWorks in partnership with Anthos Fund & Asset Management as Launch Sponsor of the Faith in the Common Good forum. Provides expertise on faith-based investment approaches.
• Laudato Si' MovementcoreStrategic or Co-development PartnerFaithInvest has a close relationship with the Laudato Si' Movement. Dr Lorna Gold, supported by FaithInvest's network, was appointed as Executive Director of the Laudato Si' Movement. FaithInvest provides resources related to Living Laudato Si' and Catholic faith-based investing.
• NGOsourcesupportingOthersNGOsource has deemed FaithInvest equivalent to a 501(c)(3) public charity in the United States, enabling US donors to make tax-deductible contributions to the UK-registered charity.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• US SIF (Forum for Sustainable and Responsible Investment): US SIF is the US membership association for sustainable, responsible, and impact investing. It publishes the flagship Report on US Sustainable Investing Trends and provides comparable thought leadership to FaithInvest's Good Intentions research, with overlapping institutional constituents.
• PRI (Principles for Responsible Investment): PRI is the world's largest responsible investment network with 5,000+ signatories managing $100T+ AUM. It is broader than faith-focused but represents the gold-standard framework FaithInvest's FCI work plugs into, and overlapping institutional signatories make it an adjacent reference point.
• Ceres: Ceres is a US-based sustainability nonprofit mobilizing investor and corporate action on climate and ESG. While broader than faith-consistent investing, Ceres' investor network and policy advocacy provide comparable infrastructure to what FaithInvest builds within the faith niche.
• Global Impact Investing Initiative (GIIN): GIIN is the global standards-body and network for impact investing, with overlapping concerns around values-aligned capital allocation. FaithInvest's positive-impact investing work for faith asset owners competes for the same institutional attention and training budgets.

Direct peers

• Church Commissioners for England: The Church Commissioners manage the Church of England's £10bn+ endowment and are active in faith-consistent investing. They represent the kind of large institutional faith asset owner that FaithInvest's training and assessment services target.
• Christian Brothers Investment Services (CBIS): CBIS is a US-based Catholic faith-consistent investment manager serving Catholic institutions, religious orders, and dioceses. It operates a parallel mission to FaithInvest for Catholic constituents and competes for the same institutional mindshare on FCI frameworks.
• CCLA Investment Management: CCLA is the UK's largest faith-based investment manager, founded by the Methodist Church and the Church of England. It is a Launch Patron of FaithInvest's Paris forum and co-publishes Catholic investing materials with FaithInvest, making it a strategic peer and partner in the faith-investing ecosystem.
• Interfaith Center on Corporate Responsibility (ICCR): ICCR is a US-based coalition of 300+ faith- and values-driven institutional investors that engages corporations on ESG issues — the closest direct peer to FaithInvest in mission and constituency. CEO Josh Zinner has spoken at FaithInvest's Bold Plans conference, indicating formal overlap between the two networks.
• Domini Impact Investments: Domini is a US faith-aligned impact investment firm managing mutual funds with explicit values-based screens. While commercial rather than non-profit, it competes for the same faith-driven investor audience that FaithInvest serves through training and policy guidance.

Regional players

• UK Sustainable Investment Forum (UKSIF): UKSIF is the UK membership network for sustainable and responsible investment, covering similar values-aligned investing themes as FaithInvest but at a broader, non-faith-specific level. It is a natural peer for advocacy, training, and policy engagement in FaithInvest's home market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/faithinvest
• Xx.com/faithinvest1

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 FaithInvest