Social engagement
Social engagement: 4.4K social following, 10 posts in the last 12 months — below the industry typical range.
Investor mix
11 investors on record; lead investors include Bain Capital, Aperio, Addepar.
| Investor type | Count | Share |
|---|---|---|
| Venture capital | 3 | 27% |
| Private equity | 1 | 9% |
| Other / undisclosed | 7 | 64% |
Hiring activity
Hires occasionally
1 role tracked across 1 of the last 12 months
4 Jan 2026 · Manager, Client Experience · Washington
23 Jun 2025 · Managing Director, Business Development · Washington
Based on job postings tracked across public sources.
Recent activity
18 Jun 2026
Event
US SIF Forum
16 Jun 2026
Event
Home is Where the Impact Is: Maximizing DAF Capital for Housing Affordability
3 Jun 2026
Leadership hire
Managing Director of Client Solutions