Wealth Management Firm with offices in California & New York
15+ billion USD in AUM

With offices in California and New York, this bi-coastal firm is an investment advisory offering investment management and financial advice to a distinct community of entrepreneurs, innovators, families, and institutions, all of which have made extraordinary contributions to society via philanthropy, business investing, and regulatory advocacy.

The firm’s clients’ wealth can have an extraordinary and positive impact and can be a deliberate and effective expression of those clients’ own values and ambitions.

To support clients in executing this vision for their wealth and the future, access to the best sustainability information and tools was required.

Only with Our ESG Portfolio Analysis and Customizable Reports

Portfolio Aggregation

Coverage of 360,000+ funds, with multi-asset portfolio aggregation across equities, fixed income, and funds of funds

Customizable Reports

Automated & fully customizable reports to help differentiate the advice and personalize the client experience


SaaS tool with proprietary science-based Impact, Risk, Climate and Regulatory Compliance modules covering all use cases

Clarity AI equips our advisors with powerful tools that help our clients invest based on their own beliefs and values. With Clarity AI we can communicate to clients the impact of their portfolios in an understandable way.”

Vice President, Investment & Impact Advisory, Wealth Management Firm

Clarity web app shown on a computer screen

The results

Seamless integration into workflows

Sustainability insights within all workflows: portfolio analysis, construction, screening, benchmarking, exclusion and reporting

Client retention

Actionable tools to deepen customer relationships, which resulted in higher client satisfaction and retention rates

Increased advisor sustainability expertise

Fund and company level information on ESG Risk and UN SDGs Impact, translated into customized customizable client reports

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