Biblically Responsible Investing Institute

What Biblically Responsible Investing Institute does

Biblically Responsible Investing Institute (BRII) is a private investment research firm founded in 1997 (originally as Values Investment Forum) and headquartered in Matthews, North Carolina. The company builds and maintains a proprietary screening database that catalogs corporate involvement in activities that conflict with Biblical principles across more than 3,000 publicly-traded companies, including many foreign issuers. Screening is organized into 13 broad categories (abortion, alcohol, anti-family activity, bioethics, contraceptives, gaming, human rights, low-income financial services, marijuana, non-married lifestyles, pornography, positive activity, and tobacco) comprising 63 individual parameters, with data sourced from SEC filings, corporate publications, public tax records, and direct communication with corporate management.

BRII monetizes the database through two channels: a recurring online database subscription that allows clients to self-search the universe of covered securities, and a custom screening services tier that delivers tailored exclusion lists, screened parameter reports, portfolio audits, and approved lists on monthly, quarterly, or annual cadences. The company serves four B2B customer segments: institutions such as colleges, denominations, and churches; institutional investment advisors; financial product sponsors (mutual funds, annuities); and retail investment advisors. Distribution is primarily direct, supplemented by a channel partnership with Stewardship Partners, which embeds BRII's screening data into biblically-screened portfolio products for end investors. Pricing is not publicly disclosed; a free trial of the database is available on request, and there is no disclosed public funding, ownership changes, or revenue figures.

Name

Biblically Responsible Investing Institute

Legal name

Biblically Responsible Investing Institute

Website

https://briinstitute.com

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

1–10 employees

Short description

Biblically Responsible Investing Institute is a private investment research firm that maintains a proprietary database screening 3,000+ public companies against 63 biblically-based parameters, selling subscriptions and custom screening reports to churches, advisors, and faith-based financial product sponsors.

Ownership category

akta.pro rank

Headquarters

HQ city

Tampa

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Database Subscription: Clients can search for any of the thousands of public securities in the online BRII database through a subscription model.
2. Custom Screening Services: Customized screening reports provided on a regular basis including Exclusion Lists, Screened Parameter Reports, Additions and Deletions, Core Holdings/Portfolio Audits, and Approved Lists.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

BRII is an investment research firm that examines publicly-traded companies for involvement in activities conflicting with Biblical principles. The company has built a proprietary database cataloguing corporate violations across 13 broad screens with 63 individual parameters, covering 3,000+ public companies. Clients access the research through online database subscriptions and customized screening reports such as Exclusion Lists, Screened Parameter Reports, and Portfolio Audits.

Product overview

The Biblically Responsible Investing Institute (BRII) offers a single unified product: the BRII Database, which serves as a comprehensive research and screening platform for Christian investors. The core offering is the BRII Database, which catalogs corporate violations of biblical principles across over 3,000 public companies. Users can access this through a Database Subscription for self-service searching, or enhance it with Custom Screening Services that provide tailored exclusion lists, parameter reports, and portfolio audits. The system's effectiveness is powered by 13 BRII Screens covering 63 distinct parameters including abortion, alcohol, gambling, pornography, tobacco, and other activities. Stewardship Partners offers complementary biblically-screened portfolio management services built on BRII data.

Differentiator

Problem solved

Functional benefit

Products and services

• BRII Database A comprehensive proprietary database that catalogues corporate violations of biblical principles across over 3,000 public companies (including many foreign companies), tracking involvement in 60+ activities of concern to Christians such as abortion, alcohol, gambling, pornography, and tobacco. Used by institutional investors, advisors, and financial product sponsors.
• Database Subscription Online subscription access to the BRII database, allowing clients to search for any of the thousands of public securities covered for screening and involvement analysis. A free trial is available to qualified prospects.
• Custom Screening Services Customized screening reports delivered on an annual, quarterly, or monthly basis, including Exclusion Lists, Screened Parameter Reports, Additions and Deletions to Exclusion Lists, Core Holdings/Portfolio Audits, and Approved Lists. Tailored to client-defined criteria for ongoing portfolio monitoring.

Quantifiable outcome

• Over 3,000 public companies tracked in the database
• +2 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

One partnership is on record.

• Stewardship PartnerscoreChannel Partner/ Reseller/ DistributorStewardship Partners is a strategic channel partner that offers biblically-screened portfolios for individuals, families, and institutions. The company utilizes BRII's comprehensive screening data to create and manage investment portfolios aligned with Biblical values.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Bloomberg ESG Data Services: Bloomberg provides ESG and values-based company-level data inside its terminal and data feeds, serving institutional investors with screening needs overlapping BRII but as one feature within a far larger financial data platform.
• FTSE Russell ESG Ratings: FTSE Russell (LSEG) provides ESG ratings and screening data that institutional investors use to build values-aligned indices and portfolios, competing with BRII for the same values-screening budget but at vastly greater scale.
• S&P Global ESG Scores: S&P Global ESG Scores evaluate companies across sustainability criteria and are bundled with S&P's broader market data franchise, offering values-aligned screening as part of a much wider data portfolio that competes with BRII for institutional budgets.
• Moody's ESG Solutions (Vigeo Eiris): Moody's ESG Solutions delivers company-level ESG assessments and screening data to investors, overlapping with BRII's screening-and-research value proposition as part of Moody's larger credit and analytics franchise.

Others

• Timothy Plan: Timothy Plan operates faith-based mutual funds and ETFs that screen companies against biblical values, making it a natural customer and adjacent ecosystem participant using third-party data like BRII's to construct faith-screened portfolios.
• Inspire Investing: Inspire Investing offers faith-based ETFs and impact portfolios that rely on biblically-aligned company screening data, making it a comparable faith-aligned investment provider and potential BRII data customer in the same niche.

Direct peers

• ISS ESG: ISS ESG offers corporate ESG screening, ratings, and customized research reports to institutional investors, mirroring BRII's model of selling tailored screening outputs that advisors integrate into portfolio construction.
• MSCI ESG Research: MSCI ESG Research screens thousands of public companies against ESG criteria and sells the underlying data to institutional investors, asset owners, and advisors — the same B2B screening-research model BRII uses for faith-based clients.
• Sustainalytics (Morningstar): Sustainalytics provides company-level ESG risk ratings and screening data to institutional investors and asset managers, directly competing for the same 'values-aligned research for portfolio decisions' budget that BRII targets.

Emerging players

• RepRisk: RepRisk specializes in ESG and business-conduct risk data on public companies using alternative data sources, competing with BRII for institutional clients who want values-screening signals beyond mainstream ESG vendors.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/bri_institute

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 Biblically Responsible Investing Institute