From community finance to values-aligned wealth management, these firms are shifting how capital is deployed, moving beyond traditional venture models to focus on equity, ownership, and long-term impact.
Each one is impact-driven and committed to addressing systemic issues across race, gender, environment, and the economy.
Whether you’re an investor, policymaker, or entrepreneur seeking aligned partners, this list is a starting point.
1. Adasina Social Capital
Adasina manages over $323 million in assets under advisement and management. Their public market strategies are guided by community-sourced data, targeting racial, gender, economic, and climate justice. Beyond investing, they lead coordinated campaigns that hold corporations and policymakers accountable.
2. Westfuller
A Certified B‑Corp wealth advisory firm offering investment strategies rooted in equity, sustainability, and long-term impact. Westfuller works with institutions and individuals to align portfolios with racial justice, environmental responsibility, and inclusive economic growth. Their approach emphasizes transparency, values alignment, and stewardship.
3. Re-Envision Wealth
This firm delivers comprehensive wealth management services guided by a justice-centered framework. Clients are supported in using capital to advance liberation-aligned goals, from impact investing to estate planning. Their process emphasizes cultural relevance, trust, and long-term strategy.
4. Strategy Squad
Strategy Squad offers ESG and regenerative investment strategies for mission-driven professionals and families. Their affiliation with Natural Investments provides access to impact-focused portfolios tailored to clients with $1M+ in assets. Their approach integrates sustainability, social responsibility, and legacy-building.
5. Illumen Capital
Illumen Capital applies proprietary data and research to counteract racial and gender bias in capital markets. Their investment model supports fund managers and companies aligned with equity goals, aiming to rewire institutional investing from the inside out. They operate across asset classes while prioritizing measurable systemic change.
6. Uplifting Capital
Uplifting Capital connects investors and financial advisors to curated private-market impact opportunities. Their platform focuses on sectors like housing, environmental justice, and inclusive economic growth. Their first fund deployed $18.5 million and their model emphasizes accessible, values-aligned entry points into high-impact private investments.
7. Chicago Community Loan Fund (CCLF)
CCLF provides capital for affordable housing, nonprofit facilities, and small business development in underinvested neighborhoods. They work closely with local partners to support community-led development. Their financing model advances racial equity, economic mobility, and neighborhood revitalization.
8. Carolina Small Business Development Fund
This North Carolina-based CDFI offers inclusive loans, coaching, and technical assistance to historically marginalized entrepreneurs. Their lending supports small business growth, job creation, and wealth-building for communities of color across the state.
9. Black Renaissance Fund
The Black Renaissance Fund is a pooled capital initiative that invests in Black-led community development financial institutions (CDFIs) nationwide. These funds are then deployed into small businesses, affordable housing, and local infrastructure.
10. Momentum Advisors
With $400 million in assets under management, Momentum Advisors delivers investment management and financial planning services to individuals and mission-driven organizations. Their offerings include public and private investments, including alternatives and third-party private equity.
This is just Vol. 1—a snapshot of firms actively aligning money with mission. Whether you’re investing, partnering, or learning, these are teams worth watching—and supporting.
