When embarking on a journey towards a massive, seemingly endless goal, it helps to pause periodically and reflect on milestones. Mountains are climbed step by step; elephants are eaten bite by bite; walls are built brick by brick; and novels are written word by word.

At CapShift, our journey is to help mobilize the hundreds of billions of dollars of private wealth and charitable capital seeking personalized impact solutions. And during this summer of 2025, we reached some milestones that have led us to pause, reflect, celebrate, and push onwards. We’ve reached $1 billion catalyzed into over 150 impact funds and enterprises since we first launched; and over 1,500 private opportunities in our impact Research Engine.

This growth has come from expanding to a client base of over 50 wealth advisors, family offices, DAF providers, and foundations. In this impact report we’re sharing new case studies about how we helped them expand their impact programs or build personalized impact portfolios.

We get asked often if we see less demand for impact investing due to current events: market volatility, ESG backlash, or political change. Our answer is that our clients – some of the largest private wealth and charitable firms in the United States – tell us that demand for private impact investing among high-net-worth investors has continued to consistently grow. There are always people seeking ways to support the causes and communities that they care about.

The drivers for this demand have not changed: NextGen and other asset owners who want to see their purpose reflected in their portfolios are gaining more assets. More and more people are interested in alternative investments to enhance returns with the possibility of downside risk protection. There is growing interest in personalization in portfolios, aided by a new generation of technology and AI tools. Finally, charitable assets continue to grow – soon set to top $2 trillion in the United States.

You can read more about our viewpoint on impact investing trends in our recent Deep Dive.

We believe that to truly scale throughout mainstream financial markets, you need to be able to explain the impact created in a way that is understandable by the investor and supported by verifiable data. We are proud to be building standardized impact reporting tools to be able to collect, validate, aggregate, and report on data across a full impact portfolio. This year, we tracked and validated over 509 impact data points!

In this year’s annual CapShift impact report, our team is proud to share examples of the change made from a sample of impact investments made through our platform, covering each of the 17 United Nations Sustainable Development Goals (SDGs). Click on an SDG to see an example of how we report on impact at the fund level.

As we look ahead, we see mobilizing impact capital less as climbing a rising mountain, and more like rolling a growing snowball down a hill. The momentum created by our community of private wealth firms, advisors, clients, fund managers, and technology solution providers is making it easier than ever to build a high quality, personalized impact portfolio tailored to the goals of each investor. Together, let’s see what milestone we reach next.

Adam