For Investors

How to begin investing with intention.

Making an impact through investing isn't reserved for massive institutions or billion-dollar funds. You don't need a family office or a complex strategy. Just the vision to see things get better.

Tell us what's important to you, what you'd like to change, remake, or improve. We'll connect you with a community of investors and opportunities right here in Greater Philadelphia.

Start with Step 1
 

GET STARTED

Seven steps to investing with intention.

1
Step 1

Sign up

Join our community. Stay informed.

Sign up for thought leadership, regional investment insights, stories from investors, and early invites to all of our events and gatherings.

2
Step 2

See what is possible

This is what happens when capital stays local.

Meet the investors, fund managers, and community leaders who are proving that local capital creates local impact. Their stories might change how you think about your own portfolio.

3
Step 3

Define your values

What matters to you?

Our Value Finder will map your interests to impact themes and show you where your investments could make a difference.

4
Step 4

Understand your assets

Know what you own.

Most people do not know exactly what their portfolio holds or what it supports. Before you can invest with intention, you need a clear picture of where your assets sit today (and if it's working against you).

6
Step 6

Discover local investment opportunities

Find something close to home.

Greater Philadelphia has a growing ecosystem of investable opportunities creating impact in your own community. Some opportunities are open to all investors. Others require accredited investor status. Tell us where you are so we can connect you with the right next step.

Are you an accredited investor?

Explore local investment opportunities on OptImpact and register for our next Investor Briefing, where fund managers present directly to a curated group of investors like you.

Explore community investment options and join our next event to learn more about what is happening in the region.

Investors connecting at an ImpactPHL event
7
Step 7

Meet with local impact investors

The best way to learn is from people already doing it.

Impact investing is not a solo endeavor. The most powerful thing you can do is walk into a room full of people who are asking the same questions you are. We host regular events designed to help you learn from practitioners, connect with fellow investors, and build the conviction to act.