Impact Investment Platform

The ImpactAssets Impact Investment Platform makes it easy for you to explore and select from our menu of investment and granting options that span a wide range of impact areas, geographies, asset classes and liquidity needs.

In addition, you can source your own impact deals and we’ll take care of the investment execution, capital calls, collections, K-1s, monitoring and ongoing reporting.

Investment expertise

We offer a diverse range of high-impact investment options that fulfill your needs.

Unique access

We enable access to private investments in social enterprises and impact funds that typically require higher minimums.

Simplified administration

We handle investment and granting complexities so you can focus on impact.

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DAF Differently

100% Impact

Our impact investment platform is currently accessible through The ImpactAssets Donor Advised Fund (DAF)—a DAF that was founded on the belief that all philanthropic capital should be invested and granted for good. Maximize your charitable dollars by investing in impactful public and private companies and funds.

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A Diversified Approach to Investing in Climate

Seth Goldman and Julie Farkas

Unlike more conventional donor advised funds, The ImpactAssets Donor Advised Fund permits entrepreneurs like Seth Goldman to both invest in diversified impact portfolios and source impact deals himself -- and remain hands-on to guide his investing and granting. Seth focuses on the deals and investments in climate-focused companies he cares deeply about.

ImpactAssets handles the complexity.

“I had ideas on how to invest for impact. What I didn’t have was a financial services wingman.”

— Seth Goldman, Founder, Honest Tea

Investing & Granting Options Spotlightt

Invest to grow your philanthropic capital

Custom Investments

Source your own direct impact investment deals in companies, funds and nonprofits—we handle the complexities.

ImpactAssets Impact Portfolios

Choose from turnkey, diversified portfolios that invest in fund managers addressing social and environmental issues across asset classes.

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Private Debt & Equity Impact Funds

Access professionally managed top-tier impact funds that have undergone our rigorous due diligence.

Socially & Environmentally-Screened Mutual Funds

Build your own portfolio from our curated offering of mutual funds and ETFs.

Grant to the causes you care about

ImpactAssets Charitable Funds

Support critical needs including wildfire prevention and racial equity. These funds accept donations and uniquely place those charitable dollars as impact investments and grants in high-impact companies, funds and projects—and can be reinvested for impact again and again.

Third party nonprofits

Give to 501(c)(3) charities and international charities of your choosing.

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Custom Investments

Your ideas, our execution

For investors who source and conduct due diligence on their own deals, we handle investment execution, management and reporting. Having already executed more than 1000 deals on our clients’ behalf, we can do it all —capital calls, collection and K1s included.

A Venture Capitalist’s Approach to Impact

Eric Ries

ImpactAssets handles the complexity.

“I had ideas on how to invest for impact. What I didn’t have was a financial services wingman.”

— Seth Goldman, Founder, Honest Tea

Learn more about custom solutions.

Have questions? We’re ready to help.

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Impact Investing Your Way

DAF Differently

A Diversified Approach to Investing in Climate

Investing & Granting Options Spotlightt

Custom Investments

A Venture Capitalist’s Approach to Impact

Impact Investing
Your Way