Impact Customized to Your Priorities.

Whether you seek turnkey simplicity or a solution that scales to institutional complexity, our capabilities are unparalleled. We combine investment in private impact funds and companies (via our proprietary Impact Investment Platform) with customized investment services and innovative philanthropic solutions. Let our comprehensive advisory and support services amplify the difference your philanthropic dollars can make.

Solutions for individuals, families and their advisors.

For those just beginning their impact investing journey, or facing complexity along the way, ImpactAssets eliminates the roadblocks. As one of the longest-tenured and most experienced impact investing firms, we offer everything from strategic expertise to unrivaled access through our proprietary Impact Investment Platform.

From pre-vetted managed portfolios to direct investment in purpose-driven private companies, you’ll have options to activate your vision.

Using Philanthropy to Invest in Early-Stage Entrepreneurs and VCs

Eric Ries is all-in on investing for long-term impact. As the founder and CEO of LTSE, and author of The Lean Startup, he believes in the power of patient capital to promote positive change. That's why Eric uses his charitable dollars to invest in early-stage entrepreneurs and venture capital funds through ImpactAssets’ client recommended investments.

Eric Ries Founder & CEO of Long Term Stock Exchange (LTSE)

“Being able to use philanthropy to invest in the people and causes I believe in means that they are getting the time and resources needed for maximum impact. Any return that results from these investments means more dollars that can be reinvested for good.”

Eric Ries, Founder & CEO, Long Term Stock Exchange (LTSE)

Finding your purpose. Building a legacy.

Our deep experience supporting some of the country’s largest family offices accelerates your family’s impact.

From evaluating impact opportunities to solving for back-office complications, we’ll help your team “get to yes.” And we’ll continue to facilitate your family’s pursuit of positive change, now and as it evolves along your impact investing journey.

Investing for Systemic Impact

Compelled by the challenging economic, social, and environmental conditions in Central America that contributed to the migrant crisis in 2020, John Sobrato was inspired to deploy an impact investing strategy that addressed immigration issues at their core. John and his team at Sobrato Philanthropies partnered with ImpactAssets to identify and vet standout organizations based in Latin America that support refugee welfare and provide economic opportunity through microfinance, financial literacy training, and small-business support services.

John Sobrato Founder and Board Chair Emeritus of the Sobrato Organization

“It's very important to me to be able to partner with organizations on the ground — where my investments will have systemic impact. ImpactAssets has been a key partner in helping us extend our reach and impact investing capabilities.”

John Sobrato, Founder and Board Chair Emeritus of the Sobrato Organization

A comprehensive approach to your impact priorities.

We get the complexity of serving a range of investment and philanthropic priorities. ImpactAssets works shoulder-to-shoulder with your team to manage the impact investment journey of those you serve.

Facilitating one family’s entry into impact investment and charitable giving? We bring all the tools. Serving another family’s search for emerging avenues of impact? We’re a pioneer of public and private impact investments. As a partner that flexes to the way you serve your clients, we’ll help you meet the unique needs of each individual family.

“ImpactAssets has been an excellent complement as we evolve our growing philanthropic offering. They take the friction out of the process and help to make impact investing a compelling part of our service to clients.”

Sean R. Apgar, Director of Portfolio and Wealth Advisory, BBR Partners


Amplifying your foundation’s impact.

Purposeful impact investing is complex and time-consuming. Our unparalleled experience in finding, vetting and maintaining meaningful impact investments enables our foundation partners to deepen their impact.

Whether you seek help with an existing portfolio of impact investments or are wondering how to get started, we’ll partner with your team to crystallize your impact strategy, evaluate opportunities and solve for back-office complications.

Nwamaka Agbo CEO of the Kataly Foundation and Managing Director of the Restorative Economies Fund

“Our partnership with ImpactAssets has allowed us to take an integrated capital approach that puts both grants and non-extractive investment dollars to work, allowing us to further our mission of closing the racial wealth gap and supporting community wealth building.”

Nwamaka Agbo, CEO, The Kataly Foundation and Managing Director, The Restorative Economies Fund

Kataly Foundation

Helping corporations do well by doing good.

With "doing good" now an integral part of doing business, ImpactAssets plays an invaluable role in supporting corporate foundations.

A legacy of partnership with Fortune 1000 companies informs deep corporate-focused capabilities. We offer support to vet and execute your investment recommendations, custom strategies for managing cash earmarked for impact, and comprehensive outsourcing of impact investment administration. We’re here to advise on your corporate philanthropy and impact investing and, if needed, serve as your one-stop-shop.

“We looked at our options and decided to run Twilio's Impact Fund in a donor advised fund at ImpactAssets. As a result, we spend far less time and money on administration and we are more capable as change makers. Not only is our philanthropy supported, but ImpactAssets has guided us in building a 100% impact investment portfolio aligned to our charitable priorities.”

Christina Frantz, Director, Social Impact, Twilio


ImpactAssets brings you investment options that are vetted by our nine-person investment team and six-person external Investment Committee—with more than 278 years of collective impact investing experience.