Expertise > Financial Advisors & Family Offices

Financial Advisors & Family Offices

Set your advisory practice apart

Let’s partner for impact

A growing number of clients are seeking to add impact investments to their portfolios, whether within their donor advised fund, foundation, or taxable accounts. Many are looking to their financial advisors for help. We make it easy to answer the call.

CapShift provides the specialized expertise and solutions you need to build a scalable, impact-focused financial advisory practice — without hiring staff or creating new funds.

Working with CapShift, you can differentiate your advisory practice while retaining and delighting active wealth owners, their families, and next-generation family members who increasingly seek to generate positive, measurable impact alongside financial returns.

Be ready

CapShift for advisors
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79%3

Of investors are interested in sustainable and impact investing

33%3

Of investors say their financial advisor is the primary professional they look to for impact investing support

$68 Trillion1

Capital transferring to next gen investors who are nearly 2x more likely to invest with impact

$2 Trillion+2

Capital currently invested for impact globally – a number that’s expected to grow over the coming decades

Broaden your opportunity set

With CapShift as your partner, you can access more than 1,600 public, private, and nonprofit impact opportunities through our proprietary database. Quickly access the research you need to deliver recommendations to your clients via our library of due diligence memos and impact reporting – coupled with insights from our experienced team.

We deliver investment opportunities across asset classes, impact themes, and geographies – with a core focus on investments that go beyond ESG. These institutional-quality investment offerings are sourced via our bespoke network of leading foundations, nonprofits, family offices, and investment funds.

Market rate

Investments spanning private equity, private credit, real assets, and thematic or activist public funds

Impact first

Opportunities across community finance, catalytic capital, nonprofit lending, and recoverable grants

Impact themes

Common themes include climate, affordable housing, microfinance, racial justice, local community lending, and gender equity

Learn more about CapShift’s database

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Build custom portfolios

With CapShift, you have a trusted sub-advisor to build highly customized impact portfolios without taking on the complexity of adding products or services to your platform. We’ll help you identify impact themes, financial goals, risk tolerance, and liquidity needs.

Together, we can develop the impact strategy and policy documents to guide asset allocation decisions, return targets, and impact tracking. Our team of impact investing experts will then work with you to build custom portfolios aligned with your clients’ goals. We will also provide impact and financial reporting integrated with your existing systems.

Here’s one example of our work – a sample portfolio built to fund solutions to the climate crisis.

Interested in discussing how we can help you create custom portfolios aligned with your clients’ objectives?

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Unlock charitable capital

Whether your client already has a donor-advised fund (DAF) or is looking to create one, we can support a wide range of impact investing goals with our FlexDAF for Impact® solution.

You can leverage our relationships with half of the leading DAF providers, discover impact opportunities approved by your client’s DAF, or obtain support for custom opportunities. We offer a technology platform to make it easy for your advisors or clients to build impact portfolios that are integrated with DAF providers’ approvals and operations.

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Questions? We have answers.

Let’s talk about how CapShift can support your advisory practice.

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