Newday Financial Technologies, Inc.

What Newday Financial Technologies, Inc. does

Newday Financial Technologies, Inc. is a privately held impact investing firm and SEC-registered investment adviser founded in 2017 by Doug Heske. The company operates through Newday Funds, Inc. and offers values-oriented investment management, a FinTech mobile application, a participatory impact platform, and an exchange-traded fund focused on ocean health. Its core products are the Newday Impact Platform (institutional and individual advisory), the Newday Impact One (NIO) mobile application launched in October 2024, the Causeway platform launched September 23, 2025, and the Ocean Health ETF (AHOY), which was repositioned in January 2024 to a concentrated 25-holding portfolio spanning five ocean-health themes. Investment portfolios are constructed around UN Sustainable Development Goals and ESG principles, and the firm states that revenues from investment advisory work fund its nonprofit partnership activity through Causeway.

The technology stack centers on three integrated platforms. Causeway connects 50+ mission-aligned nonprofit partners with investors and donors via custom engagement tools, reporting and transparency dashboards, strategic alignment features, and community networking. NIO is a mobile application for individual investors built around six impact pillars: climate action, water quality and ocean health, air quality, regenerative agriculture and soil health, human equity, and biodiversity preservation. AHOY is a thematic ETF covering water quality and technology, clean energy, sustainable fishing, environmental engineering and rehabilitation, and responsible retailing. Go-to-market combines a community-led motion (nonprofit storytelling and shared impact reporting) with a sales-led motion targeting family offices, foundations, high-net-worth individuals, and institutional investors; Charles Schwab serves as custodian and brokerage provider.

Revenue is generated primarily through subscription-based investment advisory fees billed annually, supplemented by ETF management fees on AHOY. The company serves five primary customer segments: values-oriented individual investors, family offices, foundations, institutional investors focused on blue-economy themes, and mission-aligned nonprofits participating via Causeway. As of the most recent firmographic data, Newday employs 1–10 people across offices in San Francisco, New York, and Denver, with recent expansion into the Rocky Mountain region accompanied by the August 2025 appointment of Betsy Moszeter as President & CEO and Mark Retzloff to the Board of Directors.

Name

Newday Financial Technologies, Inc.

Legal name

Newday Financial Technologies, Inc.

Website

https://newdayimpact.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Newday Financial Technologies is a privately held, SEC-registered impact investment adviser operating since 2017. It offers ESG-aligned portfolio management, the NIO mobile investing app, the Causeway nonprofit-investor platform, and the AHOY Ocean Health ETF for values-oriented investors.

Ownership category

akta.pro rank

Product category

Impact Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Values-Based/ESG & Impact-Focused RIAs (FSAAACAK)

akta.pro secondary industries

ESG/Sustainable & Thematic Digital Investing Platforms (FSAGAEAK), ESG/SRI & Climate ETFs (FSAAAFAJ), Sustainable/ESG Equity (Active) (FSAAAIAM), Sustainable Finance & ESG Ratings/Benchmarking Support (EUAHAJAH)

Keywords

• Impact investing
• ESG portfolio management
• Investment advisory services
• Exchange traded funds
• Sustainable investing

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory Services: Revenue from investment account management powers the company's nonprofit partnership work through Causeway. The company is an SEC registered investment adviser offering impact-focused portfolio management.
2. Causeway Platform: Platform connecting philanthropy and investing, enabling users to get informed, involved, and invested in causes that create real-world change. Revenue model supports nonprofit partners through engagement and capital allocation.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

Newday is an SEC-registered investment adviser (operating through Newday Funds, Inc.) that manages impact-focused investment portfolios aligned with UN Sustainable Development Goals and ESG principles for values-oriented investors. Its offerings include direct investment advisory services to U.S. residents, the Causeway values-aligned participatory impact platform, the NIO (Newday Impact One) FinTech mobile app, and the Ocean Health ETF (AHOY).

Product overview

Newday Financial Technologies, Inc. operates as an SEC-registered investment adviser and impact-only asset manager founded in 2017, offering a unified impact investing platform centered on the Newday Impact Platform. The core offering integrates investment management with the Causeway participatory impact platform, enabling users to get informed, get involved, and get invested in causes creating real-world change. The company also offers the NIO (Newday Impact One) FinTech mobile application for direct investing and charitable giving, plus the Ocean Health ETF (AHOY) for investors seeking ocean-focused impact. Investment portfolios are designed around UN Sustainable Development Goals and ESG principles using a rigorous, repeatable process. A unique structure channels revenues from investment advisory work through Causeway to support 50+ mission-aligned nonprofit partners.

Differentiator

Problem solved

Functional benefit

Brands

• Causeway: Values-aligned participatory impact platform connecting mission-led organizations with investors and donors for measurable impact
• Newday Impact One (NIO)
• Healthy Oceans ETF (AHOY)

Products and services

• Newday Impact Investment Advisory SEC-registered investment advisory services offering impact-focused portfolio management aligned with UN SDGs and ESG principles, available only to U.S. residents in jurisdictions where Newday is registered. Brokerage and custody provided through Charles Schwab.
• Causeway Platform Values-aligned participatory impact platform connecting mission-led organizations and capital holders. Provides custom engagement tools for storytelling, measurable outcomes reporting, strategic alignment dashboards, and community networking for impact-focused capital deployment.
• Newday Impact One (NIO) Mobile App FinTech mobile app empowering individual investors to align investing, philanthropy, and consumer behavior with values across six impact pillars. Available on iOS and Android.
• Ocean Health ETF (AHOY) Exchange-traded fund focused on restoring and supporting ocean health, with a concentrated 25-name portfolio across five ocean-sustainability themes. Engages with portfolio companies to promote environmental stewardship and reduce negative ocean externalities.

Quantifiable outcome

• AHOY ETF repositioned to 25 focused holdings across five ocean health themes
• +1 more outcomes

Named customers5 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Eight partnerships are on record, tiered core and flagship.

• World Bank CIVIC Digital ProgramcoreStrategic or Co-development Partner · 1 February 2026Causeway Impact is partnering with the World Bank's CIVIC Digital program to advance inclusive, community-centered digital citizen engagement worldwide. The partnership aims to mobilize catalytic and philanthropic capital for deployments, support pilot partners implementing CIVIC tools on the ground, expand the global ecosystem of funders, innovators, and civic leaders, and activate citizens to turn lived experience into civic action. CIVIC Digital is redefining participation by co-creating open-source, AI-enabled feedback systems that allow people to share lived experience through speech, images, handwritten text, and accessible formats.
• World Ocean Council (WOC)flagshipStrategic or Co-development Partner · 3 November 2025Newday Impact partnered with the World Ocean Council to accelerate connection between philanthropy, investment, and measurable ocean impact. The partnership was announced during the Sustainable Ocean Summit part of Tomorrow.BlueEconomy 2025 in Barcelona. Douglas Heske joined global ocean and finance leaders at WOC's Global Blue Finance Summit (BlueFIN) to discuss new models for catalyzing investment in ocean health and sustainability. WOC is a global alliance of ocean business, innovation and investment leaders dedicated to corporate ocean responsibility for a sustainable and regenerative blue economy.
• SeaVoircoreStrategic or Co-development PartnerNewday Impact and Causeway support SeaVoir, founded by Philippe and Ashlan Cousteau, which introduces algae-based Omega-3s as a powerful alternative to destructive fish and krill oil industries. 90% of global fish stocks are either fully exploited or overfished, and the Southern Ocean plays a critical role in regulating climate. By going straight to the source—algae—SeaVoir provides essential nutrition without harming marine ecosystems.
• SavimbocoreStrategic or Co-development PartnerNewday partnered with Savimbo, a grassroots conservation-focused B-corp, which is creating a new market for authentic, verifiable biodiversity credits channeling funding direct to indigenous people stewarding the forest in the Colombian Amazon. By working with locals to track apex predators like jaguars, Savimbo monitors forest condition and generates revenue through biodiversity credits.
• Georgie Badiel FoundationcoreStrategic or Co-development PartnerThe Georgie Badiel Foundation collaborates with Newday to create change in communities through clean drinking water access. Newday's model enables direct community impact where women can access education by learning to become engineers who fix their own water systems.
• EarthEcho InternationalcoreStrategic or Co-development PartnerEarthEcho International, founded by Philippe Cousteau Jr., focuses on youth-led ocean conservation and advocacy. With reach of 2 million people in 146 countries, their OceanEcho 30x30 initiative aims to protect 30% of global ocean by 2030 through education, advocacy, and coastal restoration. Newday participates in their Krill-Free Forever campaign.
• The Lexicon for SustainabilitycoreStrategic or Co-development PartnerNewday works with The Lexicon for Sustainability to build activators for ocean health campaigns. The Lexicon develops the Ecological Benefits Framework, a groundbreaking tool for assessing and targeting impact based on six essential pillars: air, water, soil, biodiversity, equity and carbon.
• Charles SchwabcoreOthersBrokerage services are provided by Charles Schwab, an SEC registered broker-dealer and member FINRA/SIPC. Charles Schwab serves as the custodian for Newday client accounts.

Scale indicators3 records

Recent moves8 records

Expansion highlights6 records

Emerging players

• Aspiration: Consumer-facing impact fintech offering sustainable banking and investing products. Comparable to the NIO mobile app value proposition of putting impact investing directly into a consumer-facing product.
• Ethic: Technology-driven ESG and impact wealth platform for advisors and end clients. Comparable to Newday's combination of values-aligned portfolio management with a digital delivery layer.
• Karner Blue Capital: Independent, majority-employee-owned ESG and impact investment firm. Comparable to Newday as a smaller, focus-driven RIA with explicit ESG/impact mandates and a recent strategic growth phase.

Direct peers

• Natural Investments: Values-aligned RIA offering ESG, fossil-fuel-free, and impact portfolios to individuals and institutions. Comparable to Newday's values-oriented advisory positioning and SRI screening approach.
• Calvert Research and Management: Long-standing impact and ESG-focused asset manager offering active equity and fixed-income strategies. Directly comparable to Newday as an SEC-registered RIA whose investment process is built around ESG/impact criteria.
• RSF Social Finance: Mission-driven financial organization integrating investing, lending, and philanthropy for social and environmental impact. Comparable to Newday's hybrid model that bridges philanthropy and investing through Causeway.
• Green Alpha Advisors: Economically-driven sustainable investing firm building portfolios around companies solving environmental and social problems. Closely comparable to Newday's theme-driven, values-aligned equity portfolios.
• Domini Impact Investments: Impact-focused mutual fund manager offering values-based portfolios. Comparable to Newday's mission-driven asset management model and use of impact screening as a portfolio construction input.
• Trillium Asset Management: Independent, employee-owned ESG and impact investment manager for institutions and individuals. Shares Newday's values-aligned RIA model and emphasis on shareholder engagement and impact integration.

Broad incumbents

• Natixis Investment Managers (ESG Solutions): Large global asset manager with dedicated ESG and impact strategies across multiple asset classes. Comparable as a broad incumbent offering what Newday offers in a more focused, values-aligned way.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xtwitter.com/newdayimpact
• Facebookfacebook.com/newdayinvesting
• LinkedInlinkedin.com/company/newdayinvesting
• Instagraminstagram.com/newdayinvesting

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries3 records

Funding overview

Funding rounds3 records

Investors3 records

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 Newday Financial Technologies, Inc.