ValuesAdvisor

What ValuesAdvisor does

ValuesAdvisor is a nonprofit initiative founded in 2020 and headquartered in Bainbridge Island, Washington, that operates a curated web-based platform connecting investors with financial advisors who specialize in values-aligned (impact) investing. The platform enables users to search, filter, compare up to four advisors side-by-side, and contact advisors directly without sales pressure. Advisors are vetted through a manual process involving partner-network recommendations, personal interviews, SEC ADV filing verification for US-based advisors, and minimum requirements of 25%+ of AUM in values-aligned investing and at least three years of relevant experience. The platform's filters extend beyond standard advisor criteria (account size, firm AUM, geography, services, asset classes) to include UN SDG-aligned impact themes, leadership and team diversity, active ownership support, affinity group membership, and proprietary product offerings.

The company serves three primary customer segments: high-net-worth individuals and families seeking impact-aligned advisors; foundations and endowments looking to align endowment capital with their charitable missions beyond the 5% minimum distribution; and institutional investors requiring fiduciary-aligned impact management. It also serves financial advisors as a listing and lead-generation channel, and partners with over 50 mission-aligned affinity groups and networks (Toniic, GIIN, Impact Europe, Women Moving Millions, Confluence Philanthropy, Sierra Club Foundation, FaithInvest, NCFP, Rachel's Network, United Philanthropy Forum, and others) whose members receive complimentary access to the platform.

ValuesAdvisor's business model combines three revenue streams: a $250 one-time individual registration fee (with a satisfaction guarantee and full refund option), advisor-side platform fees, and philanthropic donations including Donor Advised Fund contributions. The organization operates as a 501(c)(3) entity through fiscal sponsor Realize Impact, with a small 1-10 person team led by four co-founders — Lisa Renstrom (President), Megan Morrice (Head of Operations), Kate Simpson (Head of Advisor Outreach), and Ian Brownell (Investor Engagement). The company has no external venture capital or private equity backing and no disclosed revenue figures. Beyond the core matching platform, ValuesAdvisor offers supplementary services including monthly Office Hours, One-on-One sessions with co-founder Kate Simpson, a free Consultant Directory, an Advisor Interview Guide, and an Advisor Search Priority Matrix worksheet.

Name

ValuesAdvisor

Legal name

ValuesAdvisor

Website

https://valuesadvisor.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

ValuesAdvisor is a nonprofit web platform founded in 2020 that connects investors with vetted financial advisors specializing in values-aligned and impact investing, serving high-net-worth individuals, foundations, endowments, and institutions via a $250 subscription and 50+ partner network channels.

Ownership category

akta.pro rank

Product category

Impact Investing Advisor Matching Platform

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Lead Generation, Comparison & Marketplace Platforms (Financial Products) (FSAEAMAM)

Keywords

• Impact investing platform
• Values-aligned investing
• Financial advisor matching
• Advisor directory
• Nonprofit financial services

Headquarters

HQ city

Washington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Digital Commerce or Content

Cost components

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

Revenue model

1. Platform Subscription Fees: Individual users pay a $250 registration fee to unlock the platform, which includes search, filter, compare, and connect functionality with advisors. The fee is satisfaction-guaranteed with a full refund if not satisfied.
2. Advisor Platform Fees: Financial advisors listed on the platform pay fees to be featured, contributing to ValuesAdvisor's operational funding.
3. Philanthropic Donations: As a nonprofit initiative with 501(c)(3) status through fiscal sponsorship, ValuesAdvisor receives tax-deductible donations from individuals and Donor Advised Funds (DAFs). Donations are processed through fiscal sponsor Realize Impact.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels8 records

Core offering

ValuesAdvisor operates a nonprofit, web-based matching platform that connects individual investors, foundations, endowments, and institutions with vetted financial advisors specializing in values-aligned (impact) investing. The platform offers searchable advisor profiles with multi-criteria filtering (account size, firm AUM, geography, asset classes, UN SDG-aligned impact themes, leadership/team diversity, and proprietary products) and side-by-side comparison of up to four advisors. Investors access the platform via a $250 one-time registration fee (or complimentary access through partner networks), with a satisfaction guarantee in place.

Product overview

ValuesAdvisor is a nonprofit platform centered on its core matching platform — a curated directory of vetted financial advisors specializing in values-aligned (impact) investing. The platform enables investors to search, filter, compare, and connect with advisors using criteria including account size, firm AUM, geography, asset classes, impact themes, leadership diversity, and team diversity. Surrounding the core platform, ValuesAdvisor offers supplementary services including One-on-One Sessions with co-founder Kate Simpson, monthly Office Hours for subscribers, and a free Consultant Directory for investors seeking strategic consultants or money coaches. Additional resources include an Advisor Interview Guide, an Advisor Search Worksheet (Priority Matrix), and an in-depth platform demo video. The platform is accessible via direct subscription ($250 registration fee with satisfaction guarantee) or complimentary through membership in one of ValuesAdvisor's partner affinity groups.

Differentiator

Problem solved

Functional benefit

Products and services

• ValuesAdvisor Platform Curated web-based matching platform that allows investors to search, filter, compare, and connect with vetted financial advisors specializing in values-aligned (impact) investing. Features multi-criteria filtering and side-by-side comparison of up to four advisors; accessible via $250 one-time registration or complimentary access through partner networks.
• Office Hours Monthly free office hours offered to ValuesAdvisor subscribers, providing guidance on navigating the platform and making the most of its features.
• One-on-One Sessions One-on-one sessions with ValuesAdvisor co-founder Kate Simpson, a trained life coach, teacher, and author, who helps investors identify and connect with their ideal financial advisor.

Quantifiable outcome

• Satisfaction guarantee - full refund if not satisfied with the platform

Named customers1 record

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

27 partnerships are on record, tiered core and minor.

• Realize ImpactcoreStrategic or Co-development PartnerFiscal sponsor for ValuesAdvisor's 501(c)(3) nonprofit status. Facilitates impact investing using philanthropic dollars and supports charitable projects not able to secure traditional funding. Processes donations and DAF contributions for ValuesAdvisor.
• Impact EuropecoreGTM or Marketing PartnerEuropean impact network bringing together capital providers, foundations, banks, public funders, and innovators to catalyze, scale, and innovate for prosperity, social progress, and planetary preservation.
• Women Moving MillionscoreGTM or Marketing PartnerGlobal community dedicated to advancing women and girls, where each member commits at least $1 million to organizations or initiatives focused on gender equity and leadership.
• GIIN (Global Impact Investing Network)coreGTM or Marketing PartnerDedicated to increasing the scale and effectiveness of impact investing worldwide. Builds essential infrastructure and provides education, research, and collaboration to strengthen the impact investing field.
• ToniiccoreGTM or Marketing PartnerGlobal impact investing network offering free public resources, education, and partnerships to support the field and strengthen the ecosystem of impact investors.
• Confluence PhilanthropycoreGTM or Marketing PartnerTransforms investing by aligning capital with values of sustainability, equity, and justice. Connects foundations to promote responsible investing, education, and collaboration.
• Invest for BettercoreGTM or Marketing PartnerA movement empowering women to move their money into values-aligned investing. Provides tools, education, and community to help women shape a better world with their financial decisions.
• Sierra Club FoundationcoreGTM or Marketing PartnerAccelerates movement of capital to build a world with just, regenerative economies and thriving communities using stewardship, storytelling, and partnerships.
• NCFP (National Center for Family Philanthropy)coreGTM or Marketing PartnerA network of philanthropic families committed to vibrant, equitable, and resilient communities. Members share best practices, work through challenges, and learn together.
• FaithInvestcoreGTM or Marketing PartnerSupports faith-based asset owners in aligning their investments with their beliefs and values, providing education, networking events, and direct accompaniment.
• United Philanthropy ForumcoreGTM or Marketing PartnerThe largest, most diverse US philanthropic network, connecting over 7,000 funders. Combines national reach with regional roots to strengthen philanthropy.
• Forward GlobalcoreGTM or Marketing PartnerA global community of over 400 philanthropic funders from 22 countries. Tackles major global problems by fostering learning, collaboration, and action among funders.
• Rachel's NetworkcoreGTM or Marketing PartnerCommunity of women at the intersection of environmental advocacy and philanthropy. Champions women leaders dedicated to earth stewardship and positive change.
• Green AmericaminorGTM or Marketing PartnerHarnesses economic power of consumers, investors, businesses, and the marketplace to create a socially just and environmentally sustainable society. Founded in 1982, nation's leading green economy organization.
• Fossil Free FundsminorGTM or Marketing PartnerNation's nonprofit leader in shareholder advocacy, using shareholder power, coalitions, and legal strategies to align investments with environmental and social responsibility.
• Intentional Endowments NetworkcoreGTM or Marketing PartnerPeer-learning network supporting higher education institutions to adopt investment strategies that foster an equitable, low-carbon, regenerative economy.
• SV2 (Silicon Valley Social Venture)minorGTM or Marketing PartnerUnleashes the resources and talents of the Silicon Valley community, engaging donors and leaders to collaborate for significant, sustainable social change.
• Summer InstituteminorGTM or Marketing PartnerAn annual retreat and ongoing community for people with inherited wealth and their partners, providing a confidential, supportive space to share experiences, learn, and grow.
• Gratitude RailroadminorGTM or Marketing PartnerImpact investing network advancing social and environmental innovation by investing in for-profit solutions. Connects changemakers for meaningful, measurable impact.
• Impact CollectiveminorGTM or Marketing PartnerBoston-based nonprofit on a mission to close the racial wealth gap by building a diverse, supportive community that organizes, educates, and activates people with class privilege for racial equity.
• WINGS (Women InGivers Network)minorGTM or Marketing PartnerGlobal network of 200+ philanthropy support organizations in 58 countries, committed to strengthening philanthropy as a catalyst for social progress.
• The BEAM NetworkminorGTM or Marketing PartnerMembership-based program empowering women to be more involved in managing wealth and finances. Promotes education, connection, and engagement for inclusive economic opportunities.
• Women with CapitalminorGTM or Marketing PartnerPitch-free learning community designed to inspire, educate, and support socially progressive women with wealth in using their financial resources for positive social change.
• How Women InvestminorGTM or Marketing PartnerWorks to increase venture funding for women founders by empowering women investors, influencing policy, building women-led firms, and providing early-stage capital.
• Nexus GlobalminorGTM or Marketing PartnerConnects next-generation philanthropists, impact investors, and social entrepreneurs to collaborate and advance promising solutions to today's urgent global challenges.
• Daylight AdvisorsminorImplementation/ SI/ Consulting PartnerGlobal learning community for wealth and philanthropic advisors. Offers certification and training to help advisors drive equitable and sustainable impact for clients.
• UnTours FoundationminorStrategic or Co-development PartnerUses endowment as a revolving loan fund to invest in change-making businesses tackling global challenges and inspires/mentors other foundations to invest with their values.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Paladin Registry: Paladin Registry is a free advisor-matching service that claims to pre-screen financial advisors for fiduciary status and conflicts of interest. It is comparable in offering curated access to vetted advisors, though without ValuesAdvisor's values-alignment focus.
• WiserAdvisor: WiserAdvisor is a financial advisor matching service that screens and connects consumers with advisors in their area. It is a direct competitor in the advisor-discovery and matching category, although it does not focus specifically on values-aligned investing.
• Harness Wealth: Harness Wealth is a digital platform matching high-net-worth individuals with financial advisors, tax professionals, and estate planners. It competes for the same affluent-investor discovery experience that ValuesAdvisor serves.
• Zoe Financial: Zoe Financial is a curated financial advisor marketplace that matches investors with vetted, fee-only advisors. It overlaps directly with ValuesAdvisor's matching-plus-vetting proposition for affluent investors.

Broad incumbents

• Facet Wealth: Facet Wealth is a digital financial planning and investment advisory firm offering flat-fee advice to individuals nationwide. While it delivers advice rather than matches, it competes for the same affluent retail investor seeking modern, transparent financial guidance.
• SmartAsset: SmartAsset is a large financial advisor matching platform that connects consumers with vetted advisors across a wide range of specialties. While broader than ValuesAdvisor's values-aligned focus, it competes for the same investor-discovery journey.

Others

• Realize Impact: Realize Impact is ValuesAdvisor's fiscal sponsor and a nonprofit dedicated to deploying philanthropic capital toward impact investing. It is adjacent infrastructure supporting ValuesAdvisor's nonprofit operations and donor/DAF funding flows.

Emerging players

• Ellevest: Ellevest is a values-driven financial services company focused on closing the gender wealth gap and offering impact-aligned investing options for women. It overlaps with ValuesAdvisor's mission-driven investor targeting and impact theme orientation.
• Swell Investing: Swell Investing offered impact-investing portfolios aligned with themes such as clean energy, gender equality, and zero waste. It targets values-aligned retail investors, overlapping with ValuesAdvisor's end-user persona, although it provides direct investments rather than advisor matching.
• OpenInvest: OpenInvest was an impact-investing-focused wealth management platform offering values-aligned portfolio management. It is comparable as an impact-investing-aligned service for retail and HNW investors, although it operates as a direct advisor rather than a marketplace.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/valuesadvisor
• LinkedInlinkedin.com/company/valuesadvisor
• Instagraminstagram.com/valuesadvisor
• Xx.com/ValuesAdvisor

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 ValuesAdvisor