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The leading wealth manager in impact investing is transforming how we invest and give to make the world work better for all of humanity’s 7.8 billion people and the planet.

Align Impact Case Study:

A woman-founded, owned, led, and majority-staffed, SEC-registered independent advisor and certified B Corporation with nearly $2 billion of assets under advisement, Align Impact blends a highly sophisticated approach to wealth management with a deep understanding of the drivers of social change to create systems change.

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first mover and recognized influencer in the space, Align Impact is a wealth advisory like no other. Founded in 2014 on the conviction that we need to better align the wealth management process with our values to optimize our financial system, Align Impact is focused on creating highly bespoke solutions for clients by developing a strategy personal to the issues that matter to clients and implementing it across the entire portfolio.

A woman-founded, owned, led, and majority-staffed, SEC-registered independent advisor and certified B Corporation with nearly $2 billion of assets under advisement, Align Impact blends a highly sophisticated approach to wealth management with a deep understanding of the drivers of social change to create systems change.

Its bold and game-changing idea is to get all of the actors across the financial spectrum working together to improve outcomes. As an independent fiduciary, Align Impact does this working alongside financial advisors, institutions, foundations and directly advises individual clients and their family offices, all in the service of integrating impact investments into the broader wealth management strategy.

Perhaps more than any other wealth management firm, Align Impact has its fingers on the pulse of virtually every investment trend and development in impact investing around the globe. With a team that regularly travels to more than 60 countries sourcing and closing due diligence deals, Align Impact stands at a unique focal point in the sector. 

Confluence Partners is the agency of record for Align Impact. For several years, we have been executing a profile-raising strategy for the firm and its founder and CEO, Jenn Kenning, to help the firm grab market share as well as evangelize its mission to help scale the impact investing marketplace. The challenge for us has been to keep Jenn and Align Impact in the news despite the firm’s relatively small size.

Fortunately, Align Impact’s work is highly differentiated, and Jenn is an authoritative and highly informed spokesperson on investing, wealth management and impact, so we have had great success finding thought leadership opportunities for media commentary, special features on topics that intersect with the current media conversation, such as DEI and investing, as well as finding panel and keynote opportunities at leading conferences. In addition, our team regularly pens thought leadership content for publication online and in third-party publications.

Our work has garnered mainstream media coverage including Jenn’s commentary on major investment trends and profiles on Align Impact’s success in outlets such as Barron’s, Fortune, Financial Times, Bloomberg, Reuters, Huffington Post and the The Wall Street Journal. We have also placed op-eds in targeted trade publications including Responsible Investor, ImpactAlpha, ThinkAdvisor and Impact Entrepreneur. Through our efforts, Jenn has participated in panels at high profile events, such as Reuters ESG Investment North America, and has been a guest on numerous podcasts including Minority Money, Barron’s LIVE and Real Leaders.

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