Work with Sonya Dreizler, ESG & impact investing expert, and former financial services CEO.

Sonya helps financial services firms to drive successful rollout and adoption of Impact Investing, SRI, & ESG solutions. She is a former financial services executive with 15 years of experience, including as President & CEO of Protected Investors of America, a Broker Dealer and SEC registered Investment Adviser. For a full bio, click here.

Solutions for Financial Services Firms

  • Add an Impact Investing or ESG option for your clients.

  • Market your existing Impact Investing offering to connect with prospects, create enduring client relationships and inspire referrals.

  • Already offering Impact & SRI? Increase the operational efficiency of your RIA so your financial advisors can spend more time with clients, doing the work they love.

Solutions for Technology & Investment Companies

  • Expert advisory services for technology and investment management firms offering Impact, SRI & ESG products or services to BDs and RIAs.

  • Subject matter expertise on Impact Investing, SRI, and ESG, and their adoption in the independent RIA marketplace.

  • Tailored educational presentations and industry expertise about the current Impact Investing & ESG landscape.