Company lists · Data refreshed September 2026

Top 12 Sustainable investment managers based in San Francisco, United States

RevenueBase identified 27 sustainable investment managers headquartered in San Francisco, United States as of September 2026 and tracks 450 professional contacts across them, including 210 with verified work emails. New York is the largest hub.

This list covers sustainable investment managers headquartered in San Francisco, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 22, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 22, 2026 86% judged on-target in blind review
27Companies
450Contacts tracked
210Verified emails
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The 12 largest sustainable investment managers based in San Francisco, United States

Ranked by team size
Top 12 of 27 sustainable investment managers based in San Francisco, United States, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to sustainable investment managers: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 22, 202651-200104 contacts →

Partial evidence

“At IdealRatings, we specialize in working with investors who want to align their values with their investment goals.”

Source: RevenueBase Database · checked Sep 22, 2026
2Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 22, 202651-20093 contacts →

Partial evidence

“Since 1984, Parnassus Investments has invested differently.”

Source: RevenueBase Database · checked Sep 22, 2026
3Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 22, 202611-5033 contacts →

Strong evidence

“Veris is an investment advisory firm that applies sustainable and impact investing expertise across public & private markets to help families and mission-driven organizations meet…”

Source: RevenueBase Database · checked Sep 22, 2026
4Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 22, 202611-5031 contacts →

Strong evidence

“Improving corporate sustainability, advancing ESG capabilities and building sustainable and impactful investment portfolios earning market rates of return.”

Source: RevenueBase Database · checked Sep 22, 2026
5Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 22, 20261-1028 contacts →

Strong evidence

“Etho Capital is an active investment manager that generates highly diversified strategies comprised of only the most efficient and sustainable publicly-traded companies.”

Source: RevenueBase Database · checked Sep 22, 2026
6Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 22, 202611-5025 contacts →

Partial evidence

“We believe that investment capital can help meet large-scale global challenges.”

Source: RevenueBase Database · checked Sep 22, 2026
7Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 22, 202611-5015 contacts →

Partial evidence

“Leading Edge Investment Advisors, LLC (“LEIA”) is a San Francisco based firm founded in August 2005 by Clayton Jue, who has over 25 years of experience in investment consulting…”

Source: RevenueBase Database · checked Sep 22, 2026
8Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 22, 20261-1010 contacts →

Strong evidence

“Montcalm is a San Francisco-based wealth management and capital markets trading firm that blends expert investing with new economy sustainability and independent vision.”

Source: RevenueBase Database · checked Sep 22, 2026
9Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 22, 20261-109 contacts →

Strong evidence

“Our consultancy aids investment managers and asset owners in understanding and communicating how sustainability issues impact portfolio management, engagement and construction.”

Source: RevenueBase Database · checked Sep 22, 2026
10Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 22, 20261-103 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 22, 2026
11Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 22, 20261-102 contacts →

Indirect evidence

“Buckhill Capital invests in socially responsible companies creating value through positive environmental, social and economic outcomes.”

Source: RevenueBase Database · checked Sep 22, 2026
12Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 22, 20261-101 contacts →

Strong evidence

“Green Room Partners is a California registered investment advisor which provides wealth management and portfolio management services.”

Source: RevenueBase Database · checked Sep 22, 2026

Showing 12 of 27 sustainable investment managers based in San Francisco, United States

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Sustainable investment managers based in San Francisco, United States at a glance

As of Sep 22, 2026
46.7%Verified-email coverage
16.7Average contacts per company
1-10Median size (employees)
359.3%Largest-city concentration · New York
Sep 22, 2026Page data refreshed

Companies by employee count

1-10
16
11-50
9
51-200
2

Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 27 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among sustainable investment managers, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in San Francisco, United States whose own description of what they do matches “sustainable investment managers”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names sustainable investment managers), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among sustainable investment managers, and records with no verified work email. Companies headquartered outside San Francisco are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 210 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 22, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Sustainable investment managers by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names sustainable investment managers, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many sustainable investment managers are there based in San Francisco, United States?

RevenueBase identified 27 sustainable investment managers headquartered in San Francisco, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Idealratings, headquartered in San Francisco, tops this list with the largest team on record.

Which city has the most sustainable investment managers?

New York leads with 97 headquartered companies, followed by Boston (37) and San Francisco (27).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 210 verified decision-maker contacts tracked across these 27 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 22, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.