Our Partners

Philanthropy and investing networks worldwide are on a mission to move capital to good – and they're offering ValuesAdvsor to make it easy for their members to align their investments with their values. Affinity groups are offered free access to the ValuesAdvisor platform so they can offer the resource for free as a benefit to their members.

Our first year, 2020, we partnered with two groups: Threshold Foundation and Toniic (and we are grateful for their input and support!). The response from their communities was terrific. As one Threshold Foundation member put it, “This is off-the-charts awesome!!!! Wow!! What an inspired piece of work. Thank you so much.”

In 2021, the value of ValuesAdvisor was recognized with more and more groups offering access to the platform as a member benefit. NEXUS, the Global Impact Investing Network and Confluence Philanthropy shared the resource through webinars, workshops, member communications, and member resources. Some groups, like Invest for Better, used ValuesAdvisor to encourage new membership.

Increasingly HNW and UHNW individuals are seeking impact. 74% of investors want an advisor who can provide competitive returns AND impact. Our goal is to support the programming that our partners are offering their members through the rich content and usability of the platform and also through engagements that align with what members seek. 

We do this in three ways:

• Webinars to inspire and help members become familiar with the resources available on the platform for their journey. (If you are interested in a webinar, please let us know!)
                       
• Office Hours for any member of an affinity group partner to drop in and learn more about the advisors and information on the platform, or how to find a financial advisor in general. (You can sign up here).
• The Take Two Money Course which helps investors start their impact journey and prepare for finding a new advisor if they need one, accessible via our website.