Reconsider

What Reconsider does

Revalue is a values-based Registered Investment Advisory (RIA) firm headquartered in Grand Rapids, Michigan, that provides fiduciary investment management, financial consulting, and investor education services to individuals and institutions seeking to align financial returns with social and community impact. The firm was initially certified as a B Corporation in October 2018 and recertified in April 2025, using this third-party validation as a core element of its positioning around inclusive, regenerative investing. Services are organized across four product lines: Investment Management (values-aligned portfolio construction via custom Investment Policy Statements), Financial Consulting (plans addressing '10 forms of capital'), Investor Guidance (DIY learning paths and an online community), and Community Education (speaking engagements and programs that the firm states have reached thousands globally).

The operating model is fee-based and fiduciary, with no proprietary technology platform disclosed; the firm relies on direct consultation via a Calendly scheduling link, email inquiries, and a content/community presence across Facebook, LinkedIn, Instagram, and X. Customer segments are horizontal: individual investors across all financial journey stages (primary) and institutions seeking regenerative portfolio construction (secondary). The firm holds no patents, has no disclosed funding rounds, no parent company, and no disclosed headcount, and reports no app or API surface. Professional affiliations include the Financial Planning Association, the National Coalition for Capital (NC3), and the Center for Financial Planning.

Name

Reconsider

Legal name

Revalue

Website

https://timetoreconsider.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

Revalue is a fiduciary Registered Investment Advisory firm in Grand Rapids, Michigan that provides values-aligned investment management, financial consulting, investor guidance, and community education to individual investors and institutions seeking social and financial returns.

Ownership category

akta.pro rank

Product category

Investment Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Sustainable/ESG Equity (Active) (FSAAAIAM)

Keywords

• Values-based investing
• Investment advisory
• Portfolio management
• Fiduciary services
• Community investing

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

Revenue model

1. Investment Management Fees: Fee-based investment advisory services where the firm builds values-aligned portfolios guided by custom Investment Policy Statements, client goals, and comprehensive financial planning. The fiduciary model allows serving clients with transparency and integrity.
2. Financial Consulting: Financial plans tailored to client needs addressing the 10 forms of capital to promote personal, institutional, and community growth and prosperity.
3. Investor Guidance: DIY learning paths and resources for investors at every level, including access to an online community for values-aligned investing education.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Revalue is a values-based Registered Investment Advisory firm that builds regenerative, values-aligned investment portfolios for individuals and institutions. The firm provides investment management, financial consulting, investor guidance, and community education services on a fee-based fiduciary model that addresses 10 forms of capital to promote personal, institutional, and community growth and prosperity.

Product overview

Revalue offers a suite of four interconnected financial advisory services: Investment Management (values-aligned portfolio building), Financial Consulting (tailored plans addressing 10 forms of capital), Investor Guidance (DIY learning paths), and Community Education (global ethical investing education). The firm operates as a fee-based Registered Investment Advisory firm serving individuals and institutions seeking to align financial returns with social and community impact.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management

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

Four partnerships are on record, tiered core and minor.

• B LabcoreOthersRevalue is a Certified B Corporation® (certified October 2018, recertified April 2025). B Lab is the non-profit organization that certifies B Corporations, evaluating businesses on their social and ecological performance. This certification demonstrates Revalue's commitment to balancing profit and purpose.
• 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. Annual membership dues are paid; no other compensation is provided.
• National Coalition for Capital (NC3)minorOthersRevalue is a member of NC3, a network focused on community capital. Membership indicates participation in a network dedicated to community capital deployment and does not constitute endorsement of investment advisory services.
• Center for Financial Planning (CfPA)minorOthersRevalue is affiliated with the Center for Financial Planning, participating in professional initiatives supporting the financial planning profession. No compensation is provided for this affiliation.

Scale indicators1 record

Recent moves5 records

Expansion highlights3 records

Direct peers

• OpenInvest: Values-aligned investment platform offering customized, ESG-screened portfolios for individuals and institutions. Closely comparable to Revalue in serving impact-mandated investors with portfolio customization.
• Calvert Impact Capital: Mission-driven investment firm delivering community and impact investment products to individuals and institutions. Closely matches Revalue's community-wealth and impact focus.
• Trillium Asset Management: Independent Registered Investment Advisor focused exclusively on sustainable and impact investing for institutions and individuals. Comparable as a small specialist ESG RIA.
• Aspiration: Sustainable financial services firm offering investment, banking, and credit products aligned with environmental and social values. Comparable audience of values-conscious retail and institutional clients.
• RSF Social Finance: Community-focused financial institution providing values-aligned investing and lending for social enterprises and individuals. Comparable mission and regenerative/community-wealth framing.
• Domini Impact Investments: Manager of values-aligned mutual funds and impact strategies serving individual and institutional investors. Comparable values-aligned investment product set with an impact mandate.
• Ethic: Tech-enabled wealth platform building personalized, values-aligned portfolios for financial advisors and their clients. Comparable in values-driven portfolio construction for an inclusive investor base.
• Walden Asset Management (Boston Common): Specialist ESG RIA providing sustainable investment management to institutions, foundations, and individuals. Highly comparable niche-ESG RIA positioning.

Emerging players

• Newday Impact Investing: Impact-focused platform enabling values-aligned portfolio construction across multiple impact themes. Comparable to Revalue's inclusive, theme-driven investing approach.

Broad incumbents

• Vanguard (ESG fund family): Large incumbent asset manager offering ESG-screened funds and advisory services to retail and institutional clients. Competes with Revalue on values-aligned mandates at significantly greater scale and lower fee points.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/ReconsiderNow
• Facebookfacebook.com/timetoreconsider
• LinkedInlinkedin.com/company/reconsider
• Instagraminstagram.com/revaluemi

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

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 Reconsider