Impact Trader

Impact Trader

Year Founded: 2012

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<p style="margin: 0px; padding: 0px; border: 0px; font-family: 'helvetica neue', arial, helvetica, freesans, 'liberation sans', 'numbus sans l', sans-serif; line-height: 20.99993896484375px; font-size: 14px; vertical-align: baseline; color: rgb(51, 51, 51);">Impact Trader helps financial advisors offer socially and environmentally beneficial investments to their clients by automating a nightmare of a process that would otherwise be cost-prohibitive for most firms to tackle.</p><p style="margin: 0.75em 0px 0px; padding: 0px; border: 0px; font-family: 'helvetica neue', arial, helvetica, freesans, 'liberation sans', 'numbus sans l', sans-serif; line-height: 20.99993896484375px; font-size: 14px; vertical-align: baseline; color: rgb(51, 51, 51);">Everything else their clients want is easy for advisors to buy. Stocks, bonds, mutual funds, you name it . . . they all trade electronically and show up automatically in any portfolio management and billing software.</p><p style="margin: 0.75em 0px 0px; padding: 0px; border: 0px; font-family: 'helvetica neue', arial, helvetica, freesans, 'liberation sans', 'numbus sans l', sans-serif; line-height: 20.99993896484375px; font-size: 14px; vertical-align: baseline; color: rgb(51, 51, 51);">But not impact investments. Before Impact Trader, impact investments were a manual, paper based, hard to manage piece of the portfolio, so they just were't a piece of many portfolios.</p><p style="margin: 0.75em 0px 0px; padding: 0px; border: 0px; font-family: 'helvetica neue', arial, helvetica, freesans, 'liberation sans', 'numbus sans l', sans-serif; line-height: 20.99993896484375px; font-size: 14px; vertical-align: baseline; color: rgb(51, 51, 51);">The millennial generation sees a direct connection between their wealth and the difference they want to make in the world, and financial advisors need to adapt to this new way of thinking about wealth in order to retain the next generation of their clients.</p><p style="margin: 0.75em 0px 0px; padding: 0px; border: 0px; font-family: 'helvetica neue', arial, helvetica, freesans, 'liberation sans', 'numbus sans l', sans-serif; line-height: 20.99993896484375px; font-size: 14px; vertical-align: baseline; color: rgb(51, 51, 51);">Impact Trader helps them do that.</p>