JLens Investor Network

What JLens Investor Network does

JLens Investor Network is a 501(c)(3) nonprofit organization and Registered Investment Advisor founded in 2012 to align institutional capital with Jewish values through shareholder advocacy. As of March 2026, its JLens Jewish Investor Network comprised 40 Jewish institutions representing $15 billion in communal capital, with more than $400 million invested in products licensing its Jewish Advocacy Strategy since 2015. The organization screens the 300+ largest U.S. public corporations using a proprietary six-pillar methodology derived from Judaism's framework of mitzvot (obligations), and engages directly with corporate leadership under the principle of hocheach tocheach (constructive rebuke) rather than relying on exclusionary divestment.

JLens distributes its capabilities through three product lines: the Jewish Advocacy Strategy licensed to institutions and embedded in partner Jewish Community Foundations' Jewish Advocacy Investment Pools (JAIP); the TOV ETF (ticker TOVX) launched in February 2025 which surpassed $180 million in AUM by late 2025; and the JLens 500 Jewish Advocacy U.S. Index built on VettaFi's index infrastructure. The TOV ETF is accessible to individual investors through the InvestJewishly.org platform, while institutional licensing is delivered via direct sales and an investment advisor reseller network targeting Jewish federations, foundations, day schools, synagogues, and high-net-worth individuals.

The organization's revenue combines strategy licensing fees from approximately 40 institutional clients with management fees from the TOV ETF. Distribution is multi-channel: direct institutional licensing, an investment advisor reseller network, Donor Advised Fund partnerships inside Jewish Community Foundations, and the InvestJewishly.org self-serve ETF platform. JLens established a formal affiliation with the Anti-Defamation League (ADL) in 2022 for joint advocacy and research, and operates with a team of 1-10 employees from its New York headquarters at 605 Third Avenue.

Name

JLens Investor Network

Legal name

JLens

Website

https://jlensnetwork.org

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

1–10 employees

Short description

JLens Investor Network is a 501(c)(3) nonprofit and Registered Investment Advisor that aligns capital with Jewish values through shareholder advocacy, licensing its screening strategy to 40 Jewish institutions and operating the TOV ETF with over $180 million AUM.

Ownership category

akta.pro rank

Product category

Faith-based Investment Advisory and Shareholder Advocacy

NAICS

Religious, Grantmaking, Civic, Professional, and Similar Organizations (813), Open-End Investment Funds (525910), Trusts, Estates, and Agency Accounts (525920)

SIC

Investment Advice (6282), Services-Membership Organizations (8600)

akta.pro primary industry

International Grantmaking & Development Foundations (BPAGAKAH)

Keywords

• Faith-based investing
• Shareholder advocacy
• Jewish values screening
• ESG investment research
• Responsible investing advisor

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

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. Strategy Licensing: JLens generates revenue by licensing its Jewish screening, research, and advocacy strategy to Jewish institutions. Individuals, Federations, Jewish Community Foundations, Day Schools, Nonprofit Organizations, Private Foundations and Synagogues invest in products licensing JLens' strategies, paying licensing fees for access to the Jewish Advocacy Strategy.
2. ETF Management: JLens launched the TOV ETF in February 2025 which tracks the largest U.S. companies by market cap and aligns with Jewish values. The ETF generates management fees from investors.

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

JLens licenses a proprietary Jewish values-based investment screening and shareholder advocacy strategy to Jewish institutions, deploys it through the TOV ETF (since February 2025) and the JLens 500 Jewish Advocacy U.S. Index, and operates the Jewish Advocacy Investment Pool via partner Jewish Community Foundations. Its foundation is a six-pillar research framework derived from Judaism's mitzvot that scores the 300+ largest U.S. public companies and engages corporate leadership on antisemitism, Israel support, and Tikkun Olam.

Product overview

JLens Investor Network is a 501(c)(3) nonprofit and Registered Investment Advisor that offers investment products aligned with Jewish values. The core offering is the Jewish Advocacy Strategy, which screens the 300+ largest U.S. public companies based on Jewish values pillars (mitzvot) focusing on combating antisemitism, supporting Israel, and Tikkun Olam. This strategy is delivered through multiple products: the TOV ETF (launched February 2025), the JLens 500 Jewish Advocacy U.S. Index, and the Jewish Advocacy Investment Pool (JAIP) available through partner Jewish Community Foundations. JLens amplifies the Jewish voice in corporate America through shareholder advocacy and corporate engagement rather than traditional financial technology products.

Differentiator

Problem solved

Functional benefit

Products and services

• Jewish Advocacy Strategy Proprietary investment screening and shareholder advocacy strategy that evaluates the 300+ largest U.S. public companies against six Jewish-values pillars derived from Judaism's framework of mitzvot, focusing on combating antisemitism, supporting Israel, and promoting Tikkun Olam. Licensed to Jewish institutions and financial advisors through negotiated fees, with returns designed to track the S&P 500 while maintaining values alignment.
• TOV ETF (TOVX) An exchange-traded fund (ticker TOVX) launched in February 2025 that tracks the largest U.S. companies by market cap and aligns with Jewish values, providing individual investors access to JLens' screening and advocacy via the investjewishly.org platform. The ETF grew to over $180 million in assets as of late 2025.
• JLens 500 Jewish Advocacy U.S. Index An index providing exposure to the 500 largest U.S. public companies that reflects JLens' rigorous Jewish values-inspired research on corporate behavior on issues including combating antisemitism, supporting Israel, and Tikkun Olam. Index infrastructure is provided by VettaFi.
• Jewish Advocacy Investment Pool (JAIP) An investment pool offered to charitable fund holders through partner Jewish Community Foundations (such as the Minnesota Jewish Community Foundation) that licenses JLens' Jewish screening, research, and advocacy strategy, allowing donors to invest consistent with Jewish values. The Minnesota Jewish Community Foundation's JAIP facilitates $186 million in assets with $10-12 million in annual charitable donations.

Quantifiable outcome

• 40 Jewish institutions representing $15 billion in communal capital have joined the JLens Jewish Investor Network as of 3/31/2026
• +3 more outcomes

Named customers6 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

Feature3 records

Partnerships

Four partnerships are on record, tiered core.

• InvestJewishly.orgcoreChannel Partner/ Reseller/ Distributor · 1 February 2025InvestJewishly.org is the platform through which the TOV ETF (Jewish Advocacy ETF) is distributed to individual investors. The website redirects users from JLens' main site to access the ETF investment product.
• ADL (Anti-Defamation League)coreStrategic or Co-development Partner · 1 January 2022ADL, the leading anti-hate organization in the world founded in 1913, established an affiliation with JLens in 2022. ADL works to stop the defamation of the Jewish people and secure justice and fair treatment to all. JLens and ADL collaborate on shareholder advocacy, research reports, and corporate engagement efforts. ADL and JLens jointly urge shareholders to vote on various corporate proposals and publish joint analyses on topics like Israel divestment impacts.
• VettaFicoreTechnology or IntegrationVettaFi provides the index infrastructure for JLens' investment products, including the JLens 500 Jewish Advocacy U.S. Index and the TOV ETF. VettaFi creates and manages the index methodology that JLens uses for its screening strategy.
• VettaFi (Index Provider)coreTechnology or IntegrationVettaFi provides the US Equity Large-Cap 500 Index as the benchmark for JLens' BDS impact analysis. JLens applies its BDS Top Targets List as a negative screen to create the VettaFi Excl. BDS Top Targets index for research purposes.

Scale indicators6 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Inspire Investing: Faith-based investment advisor offering ETF and SMA products that screen out companies conflicting with biblical Christian values. Highly comparable business model to JLens (values-based exclusion + advocacy) but anchored in the Christian segment.
• Kaspick & Company: Specialized investment advisor serving Jewish individuals, families, and institutions with values-aligned portfolios. Direct peer in the Jewish institutional / HNW values-aligned advisory niche.
• Timothy Plan: Christian-values-based mutual fund and ETF family that screens out companies inconsistent with biblical principles. Comparable to JLens as a faith-driven, screen-based product suite targeting values-aligned investors.
• American Values ETFs: ETF sponsor marketing faith- and values-aligned funds to retail investors through self-serve platforms. Closely comparable GTM model to JLens's TOV ETF distribution through InvestJewishly.org.
• Zevin Asset Management: Independently owned, Boston-based investment manager that has managed Jewish-values-aligned portfolios since 1992. Closest direct peer to JLens, with an overlapping Jewish institutional client base and a similar faith-aligned screening and engagement mandate.

Broad incumbents

• Calvert (Morgan Stanley) Impact Capital: Large, established ESG and impact-investing franchise within Morgan Stanley Investment Management. Broader incumbent with values-aligned screening, engagement, and product distribution at significantly greater scale than JLens.
• Trillium Asset Management: Long-standing ESG and shareholder-advocacy manager for institutions and wealth platforms. Overlaps with JLens on values-driven shareholder engagement and institutional ESG mandates, though without the explicitly Jewish lens.
• Eventide Funds: Larger values-based mutual fund complex applying faith-driven and impact criteria across public equities and fixed income. Comparable in values-aligned screening approach but operates at greater scale and broader religious scope than JLens.

Others

• Interfaith Center on Corporate Responsibility (ICCR): Coalition of 300+ faith- and values-based institutional investors coordinating shareholder advocacy. JLens operates in a similar advocacy ecosystem and engages many of the same corporate issuers, though ICCR is a membership/coordination body rather than an investment manager.

Emerging players

• Wahed Invest: Digital, globally distributed Halal/Islamic-values investing platform with ETFs and managed portfolios. Comparable as a digitally distributed faith-based values investing platform targeting a defined religious community, but operating in a different values tradition.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/jlensnetwork
• LinkedInlinkedin.com/company/jlens-investor-network

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 JLens Investor Network