ImpactAssets Overview

  • Founded
  • 2010
Founded
  • Status
  • Private
  • Latest Deal Type
  • Grant
  • Financing Rounds
  • 2
  • Investments
  • 327

ImpactAssets General Information

Description

Provider of nonprofit financial services intended to manage donor advised funds and other assets for social impact. The company's nonprofit financial services helps to connect philanthropists and impact investors to various investment opportunities with financial, social and environmental impact.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Corporate Backed or Acquired
Primary Industry
Financial Software
Other Industries
Other Financial Services
Primary Office
  • 4340 East West Highway
  • Suite 210
  • Bethesda, MD 20814
  • United States
+1 (855) 000-0000
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ImpactAssets Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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ImpactAssets Executive Team (12)

Name Title Board Seat Contact Info
Margret Trilli Chief Executive Officer & Chief Investment Officer
Gabe DiClerico Chief Financial Officer
Stephanie Wei Managing Director, Business Development and Client Engagement
Amy Bennett Chief Marketing Officer
Eric Meissner Director, Custom Investments & Business Analytics
You’re viewing 5 of 12 executive team members. Get the full list »

ImpactAssets Board Members (12)

Name Representing Role Since
0000000 00000 Self Board Member 000 0000
0000 000000000 00.0 Self Chairman of the Board of Directors 000 0000
000 000000-0000000 Self Board Member 000 0000
000000 00000 Self Board Member 000 0000
0000000 0000000 Self Board Member 000 0000
You’re viewing 5 of 12 board members. Get the full list »

ImpactAssets Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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ImpactAssets Investments (327)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000 00000 08-Jun-2020 00000 00000 00 00.000 Education and Training Services (B2B)
00000000 00000 28-May-2020 00000 00000 00 00000 Food Products
00000000 000000000 23-Apr-2020 00000 00000 00 00.000 Food Products
000000 12-Mar-2020 00000 00000 00 000 Educational and Training Services (B2C)
Recompose 11-Mar-2020 Early Stage VC 00.00 Other Services (B2C Non-Financial)
You’re viewing 5 of 327 investments. Get the full list »

ImpactAssets Exits (74)

Company Name Exit Date Exit Type Exit Size Status Buyers
0000000000 08-Jul-2019 00000 00000 00 Completed
  • 000000000000
00000 0000000 04-Feb-2019 00000 00000 00 Completed
  • 000000000000
000000 05-Jun-2018 00000 00000 00 00000 Completed
  • 000000000000
0000 000000 09-May-2018 0000 00000 00000 Completed
  • 000000000000
InTouch Health 09-Apr-2018 Later Stage VC 000.00 Completed
You’re viewing 5 of 74 exits. Get the full list »