Invest for Better

What Invest for Better does

Invest for Better is a 501(c)(3) nonprofit organization founded in 2019 and headquartered in Oakland, California, with regional hubs in the Bay Area, Philadelphia, and Atlanta. It is co-founded by Janine Firpo and Ellen Remmer and is fiscally housed at The Philanthropic Initiative. The organization's mission is to equip women with the knowledge and confidence to align their investing with personal values such as gender equity, racial equity, and environmental sustainability.

The core product is the Invest for Better Circle, a facilitated peer-learning cohort of 8 to 20 women that works through a structured six-month curriculum covering financial fundamentals and values-aligned/impact investing strategies. Programming is delivered through in-person and virtual Circles, complemented by paid Deep Dive thematic courses — examples include the Racial Wealth Gap course launched in September 2022 and the Sustainable Environment course launched in June 2023. The organization has scaled to more than 3,000 participants cumulatively and has extended its Circles model internationally through a July 2023 partnership with Better Finance in Europe.

The business model combines free Circle membership with paid Deep Dive course fees and philanthropic grant funding from institutional supporters including the Nasdaq Foundation and Bank of America. Reach is extended through strategic partnerships — most recently the Wealth Catalyst partnership (December 2025) and the national sheconomy campaign launched in March 2026 with Ellevest, the Financial Influencers Network, and HerMoney. The organization operates with a small staff (1–10 employees) and runs as a programmatic nonprofit rather than a venture-backed technology company.

Name

Invest for Better

Legal name

Invest for Better, LLC

Website

https://investforbetter.org

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Invest for Better is a 501(c)(3) nonprofit that runs facilitated peer-learning Circles teaching women values-aligned and impact investing through a six-month curriculum, with regional hubs in Oakland, the Bay Area, Philadelphia, and Atlanta.

Ownership category

akta.pro rank

Product category

Financial Education and Impact Investing Community

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Investing Fundamentals (Stocks, Bonds, Funds, Risk) (EDAAAJAH)

akta.pro secondary industries

Impact Investing (Intentional, Measurable Social/Environmental Outcomes) (FSAAALAC), Sustainable/Thematic Investing (Climate, Clean Tech, Water, Biodiversity) (FSAAALAB)

Keywords

• Financial education programs
• Women investor community
• Impact investing education
• Peer learning circles
• Values-aligned investing

Headquarters

HQ city

Oakland

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Donations and Grants: As a 501(c)(3) nonprofit organization, Invest for Better relies on charitable donations and grants from foundations and individuals to fund operations and programs.
2. Course and Program Fees: Offers educational courses including Deep Dives (3-month elective courses) and Core Curriculum complementing the free Circle program. Some paid programs and products are available.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels7 records

Core offering

Invest for Better is a 501(c)(3) nonprofit that empowers women through financial education and community-based learning about values-aligned and impact investing. Its core offerings include a free online Membership, peer-to-peer Invest for Better Circles, Deep Dive Courses led by financial experts, monthly virtual events, Regional Hubs, and the educational book "Activate Your Money."

Product overview

Invest for Better is a nonprofit educational platform offering a portfolio of products focused on empowering women to invest with purpose and align their money with their values. The core offering consists of free membership providing educational resources and community access, complemented by Invest for Better Circles—small peer-to-peer learning groups running 6-month programs where 8-20 women learn together about values-aligned investing. Additional offerings include 3-month Deep Dive elective courses (covering sustainable environment investing and racial wealth gap topics), monthly events with guest speakers, a published book 'Activate Your Money', and Regional Hubs in Philadelphia, Bay Area, and Atlanta. A new national campaign called 'sheconomy' was launched in March 2026 in partnership with hundreds of women-led organizations. The platform is non-transactional, focusing solely on education and community rather than financial transactions.

Differentiator

Problem solved

Functional benefit

Products and services

• Invest for Better Circles Peer-led small-group learning circles where women come together to learn about and discuss values-aligned and impact investing, supported by curated curriculum and expert resources. Designed for individual women investors seeking community-based financial education.
• Free Membership A no-cost online Membership that opens access to Invest for Better's community resources, content, Circles, and events for individual women interested in values-aligned investing.
• Deep Dive Courses In-depth, expert-led courses designed to give women more structured and advanced education on specific impact-investing and values-aligned financial topics. Targeted at Members who want to deepen their knowledge beyond the Circle experience.
• Monthly Events Recurring virtual events hosted by Invest for Better that feature financial experts, thought leaders, and community discussions on topics tied to values-aligned investing and women-led philanthropy.
• Regional Hubs Local community hubs that extend Invest for Better's reach beyond online channels, enabling in-person meetups and localized programming for women interested in values-aligned investing.
• Activate Your Money (Book) A published book that educates women on aligning their money with their values through impact investing and philanthropic strategies; part of Invest for Better's broader educational ecosystem.

Quantifiable outcome

• Over 60% of first-year Circle participants moved first or additional money into impact and values-aligned investing
• +2 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

14 partnerships are on record, tiered flagship, core, major and minor.

• EllevestflagshipStrategic or Co-development Partner · 6 March 2026Partner in the sheconomy national campaign to advance women's financial participation, power, and influence. The campaign brings together hundreds of women-led organizations offering a 14-week challenge for women to examine how their money is held, invested, and used.
• Financial Influencers NetworkflagshipStrategic or Co-development Partner · 6 March 2026Partner in the sheconomy national campaign, collaborating with hundreds of women-led organizations to mobilize collective financial power of women.
• HerMoneyflagshipStrategic or Co-development Partner · 6 March 2026Partner in the sheconomy national campaign to advance women's financial participation and influence.
• Wealth CatalystcoreStrategic or Co-development Partner · 17 December 2025Partnership to advance values-aligned investing, combining Wealth Catalyst's platform with Invest for Better's vision to make investing accessible, social, and actionable.
• Better FinancemajorStrategic or Co-development Partner · 5 July 2023Partnership to pilot Invest for Better's Circle model and content in four European countries, expanding the organization's reach internationally through Catalyst and White Label structures.
• The Philanthropic Initiative (TPI)coreStrategic or Co-development Partner · 23 January 2019Invest for Better is housed at The Philanthropic Initiative (TPI), a global philanthropic consulting practice. TPI merged with the Boston Foundation in 2012 and operates nationally and globally, helping individuals, families, foundations, and corporations develop customized philanthropy strategies.
• Ballentine PartnersminorImplementation/ SI/ Consulting PartnerWealth management firm partner with content collaboration.
• DominiminorStrategic or Co-development PartnerImpact investing firm partner.
• Sorenson Impact AdvisoryminorStrategic or Co-development PartnerImpact advisory firm partner.
• Golden SeedsminorStrategic or Co-development PartnerInvestment firm partner focused on women-led companies.
• As You SowminorStrategic or Co-development PartnerNonprofit partner focused on shareholder advocacy.
• Women's Money LabminorStrategic or Co-development PartnerCollaboration partner focused on women's financial empowerment.
• Women Investing for a Sustainable Economy (WISE)minorStrategic or Co-development PartnerCollaboration partner in women's investing network.
• Institute for Entrepreneurial LeadershipminorStrategic or Co-development PartnerCollaboration partner supporting women entrepreneurs.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Acorns: Consumer micro-investing platform popular with younger and first-time investors via round-ups and fractional investing. Partial overlap with IFB's beginner-investor pain points, but transactional/fintech rather than educational/nonprofit.

Direct peers

• Ellevest: A women-focused digital wealth management platform offering goal-based investing tools, financial education, and managed portfolios. Directly comparable target audience (women investors), overlapping values-aligned/impact framing, and a flagship sheconomy coalition partner of IFB.
• HerMoney: Financial media and education platform founded by Jean Chatzky aimed at women, covering investing, money management, and career finance. Comparable educational format, similar women-focused positioning, and a direct IFB coalition partner in the sheconomy campaign.
• Financial Influencers Network: A network of personal finance content creators and educators focused on financial empowerment, with a strong women-investor cohort. Closely aligned audience and content-format overlap; listed sheconomy coalition partner.
• Wealth Catalyst: Values-aligned investing platform partnered with IFB (announced December 2025) to combine IFB's educational community with a transactional investing platform — directly comparable mission audience and complementary model.
• WISE — Women Investing for a Sustainable Economy: A nonprofit network educating and activating women investors around sustainable and impact investing. Highly comparable mission, audience, and educational-circle model; listed as an IFB collaboration partner.
• Women's Money Lab: Collaboration partner of IFB focused on women's financial empowerment and education. Comparable women-focused financial literacy and community-building model.

Others

• As You Sow: Nonprofit focused on shareholder advocacy and ESG investing education. Adjacent values-aligned investing education audience, but operates through corporate engagement rather than peer Circles; listed IFB partner.
• Sorenson Impact Advisory: Impact advisory firm that supports capital deployment for measurable social and environmental outcomes. Adjacent to IFB's mission and a listed partner, but focused on institutional advisory rather than retail women-investor education.

Broad incumbents

• Domini Impact Investments: Long-established impact investing mutual fund firm offering values-aligned portfolios. Overlapping audience on impact investing and a listed IFB partner, but a much larger, asset-management-led incumbent rather than an educational community.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCLuMLrqokevlCVdMDmHAobw
• Facebookfacebook.com/InvestforBetterTPI
• LinkedInlinkedin.com/company/invest-for-better
• Instagraminstagram.com/investforbetter_ifb
• Xx.com/InvestforBetter

Compliance1 record

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 Invest for Better