Nia Impact Capital

What Nia Impact Capital does

Nia Impact Capital is a women-led, women-owned SEC-registered investment advisor founded in 2007 by Kristin Hull, PhD, and headquartered in Oakland, California (legal entity: Nia Impact Advisors, LLC). The firm manages public equity portfolios for individual investors, financial advisors/RIAs, and institutional clients, with a stated ~12-person core team carrying approximately 70 years of combined investing experience. Its investment process is anchored in a proprietary Six Solutions Themes framework (Sustainable Planet, Healthcare, Natural & Organic Foods, Sustainable & Affordable Transportation, Thriving Communities, and Eco & Affordable Housing) combined with gender-lens and racial-equity criteria, a fossil-fuel-free mandate (since inception), and an active shareholder engagement program.

The product set comprises four Separately Managed Accounts (Global Solutions, Growth and Dividend, Global Innovations, and Equity Forward) and the Nia Impact Solutions Mutual Fund listed on NYSE under ticker NIAGX. Distribution is multi-channel: direct to retail via major brokerage platforms (Charles Schwab, Fidelity, Goldman Sachs, Morgan Stanley, JP Morgan, BNY Mellon, Wells Fargo, and others), through RIA/wealth platforms (Envestnet, Orion, GeoWealth), and direct institutional sales. Revenue is generated through recurring asset-based management fees on SMAs and the mutual fund, with specific fee schedules disclosed only in ADV documents. The firm is a Certified B Corporation (2017), Gender Equity Now certified (2018), and 1% for the Planet member (2022), and operates related subsidiaries Nia Community Foundation and Nia Community Investments, through which $3.16M has been granted to 323 nonprofits since inception.

Name

Nia Impact Capital

Legal name

Nia Impact Advisors, LLC

Website

https://niaimpactcapital.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

Nia Impact Capital is a women-led, SEC-registered investment advisor managing public equity portfolios for individual investors, RIAs, and institutions via four SMAs and the NIAGX mutual fund, applying a proprietary Six Solutions Themes framework with gender-lens and fossil-fuel-free criteria.

Ownership category

akta.pro rank

Product category

Impact Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (52591)

SIC

Investment Advice (6282)

akta.pro primary industry

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

akta.pro secondary industries

Impact Investing (Intentional, Measurable Social/Environmental Outcomes) (FSAAALAC), Gender Lens / Diversity, Equity & Inclusion (DEI) Funds (FSANAJAM), ESG Integration / Responsible Investment Funds (Broad ESG) (FSANAJAL)

Keywords

• Impact investment management
• Sustainable equity investing
• Gender lens investing
• Separately managed accounts
• Socially responsible investing

Headquarters

HQ city

Oakland

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Separately Managed Account (SMA) Management Fees: Professionally managed portfolios of individual investments with separately managed accounts. Available at multiple platforms including BNY Mellon, Charles Schwab, CIBC, Envestnet, Fidelity, GeoWealth, Goldman Sachs, JP Morgan, Morgan Stanley, Pershing, Orion Investment Portal, Wells Fargo. Minimums vary by platform.
2. Mutual Fund (NYSE: NIAGX): Nia Impact Solutions Mutual Fund designed utilizing both gender and sustainability criteria, investing across Nia's Six Solution Themes. Available through brokerage accounts for retail investors.
3. Investment Advisory Fees: SEC registered investment advisor providing advisory services to individuals, organizations and institutions. Fees are disclosed in ADV Part 2 and Client Relationship Summary documents.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels7 records

Core offering

Nia Impact Capital is a women-led impact asset management firm that invests in global equities of publicly traded companies through concentrated portfolios aligned with six proprietary sustainability themes (Sustainable Planet, Healthcare, Natural & Organic Foods, Sustainable Transportation, Thriving Communities, Eco & Affordable Housing). The firm delivers investment products including Separately Managed Accounts (SMAs) and a mutual fund (NYSE: NIAGX), all fossil-fuel-free and integrating gender-lens and racial equity criteria, supported by active shareholder engagement.

Product overview

Nia Impact Capital is a women-led impact asset management firm offering a suite of public equity investment products centered on its proprietary Six Solutions Themes framework. The core offering consists of Separately Managed Accounts (SMAs) - including the flagship Global Solutions Portfolio, Growth and Dividend Portfolio, Global Innovations Portfolio, and Equity Forward Portfolio - alongside the Nia Impact Solutions Mutual Fund (NIAGX) available on NYSE. All products integrate gender-lens and racial equity criteria, invest exclusively in fossil fuel-free companies with diversity in leadership, and utilize active shareholder engagement as a key differentiator.

Differentiator

Problem solved

Functional benefit

Brands

• Nia Global Solutions Portfolio SMA: Global equity sustainability and gender lens portfolio including 45-55 all-cap companies addressing one or more of Nia's Six Solutions Themes.
• Nia Growth and Dividend Portfolio SMA
• Nia Global Innovations SMA
• Nia Equity Forward SMA
• Nia Impact Solutions Mutual Fund (NYSE NIAGX)

Products and services

• Nia Global Solutions Portfolio SMA A global equity sustainability and gender lens Separately Managed Account containing 45-55 all-cap companies addressing one or more of Nia's Six Solutions Themes, all including diversity in leadership. This is Nia's flagship SMA available at major wealth platforms including Schwab, Fidelity, Goldman Sachs, and others.
• Nia Growth and Dividend Portfolio SMA

Quantifiable outcome

• Won shareholder vote on concealment clauses at Sunrun
• +4 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Five partnerships are on record, tiered key and preferred.

• Whistle Stop CapitalkeyStrategic or Co-development PartnerWhistle Stop Capital, led by Meredith Benton (Nia's Corporate Engagement Strategist), works with asset owners and advisors to increase expression of ESG priorities within investment portfolios. They develop strategies for sustained ESG improvements while creating long-term investment value. Meredith has directed impact investment parameters of more than $2 billion in assets.
• Amalgamated BankpreferredOthersAmalgamated is a B Corp that supports sustainable organizations, progressive causes, and social justice. This bank is committed to environmental and social responsibility, net-zero in carbon emissions, and powered by 100% renewable energy.
• Beneficial State BankpreferredOthersCommunity bank and B Corp that equally prioritizes people, the planet, and long-term financial sustainability. Designs products and services to optimize positive social and environmental outcomes. Vision of economy that dismantles discrimination and ends extractive environmental practices.
• GeekGirl TechpreferredTechnology or IntegrationB Corp on mission to bring stability and security to the world with equal access to opportunities. Women-owned company providing quality IT and information security solutions while creating opportunities for women and underrepresented people in tech.
• H2O Content StrategypreferredTechnology or IntegrationOakland-based, woman-owned business with more than 20 years of experience providing strategic and creative direction for media projects at intersection of content, design and development. Hannah Onstad, Nia's Content Strategist, founded this company.

Scale indicators10 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• BlackRock Sustainable Investing: Largest asset manager with broad sustainable and ESG equity strategies across retail and institutional channels. Notable comparison because Sierra Club Foundation moved assets from BlackRock to Nia, underscoring Nia's positioning as a focused alternative to BlackRock's mainstream ESG.

Direct peers

• Cornerstone Capital Group: Impact-focused investment research and advisory firm with public-equity strategies oriented toward sustainability. Comparable to Nia in research-driven impact approach and institutional client base.
• Sonen Capital: Impact-focused investment firm serving foundations, families, and institutions. Comparable to Nia's institutional segment and similar thematic, mission-aligned approach; Nia's Corporate Engagement Strategist Meredith Benton previously worked at Sonen.
• Boston Common Asset Management: Specialist in sustainable and impact public equity investing for institutional clients. Shares Nia's shareholder engagement focus and ESG integration methodology, with comparable clientele of foundations, endowments, and faith-based investors.
• Calvert Impact Capital: Mission-driven investment firm focused on impact investing across asset classes. Comparable to Nia as both serve institutional and individual investors seeking measurable social and environmental outcomes, with overlapping foundation and institutional client bases.
• Walden Asset Management: Sustainable equity manager combining ESG, gender, and racial equity lenses for institutional clients. Directly comparable to Nia's gender-lens and racial-equity framework, with overlapping foundation and endowment client base.
• Veris Wealth Partners: Wealth manager focused exclusively on impact investing for high-net-worth and institutional clients. Comparable to Nia in client mix (HNW, foundations, endowments) and values-aligned mandate structure.
• Trillium Asset Management: Independent, employee-owned investment advisor applying ESG and impact strategies across public equities. Directly comparable to Nia in mission, fee structure, and shareholder engagement orientation, with similar-sized AUM and institutional focus.
• Domini Impact Investments: Long-tenured impact mutual fund manager offering public-equity strategies integrating social and environmental criteria. Highly comparable to Nia's mutual fund (NIAGX) and SMA offerings; founder Kristin Hull previously worked at Domini per her bio.

Emerging players

• Green Alpha Advisors: Boutique advisor focused on climate- and sustainability-themed equity investing. Overlaps with Nia's Sustainable Planet theme but with a tighter climate-only mandate; smaller and more thematic than Nia's diversified solutions framework.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@NiaImpactCapital
• Facebookfacebook.com/NiaInvest
• LinkedInlinkedin.com/company/nia-impact-capital-llc
• Instagraminstagram.com/niaglobalsolutions

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Nia Impact Capital