Insights

Strong ESG Focus Natural Investments' long-standing commitment to socially responsible investing and impactful ESG strategies positions it as a leading provider in sustainable finance. Their expertise in digital tools for ratings and investment analysis indicates openness to advanced financial technology solutions and partnerships that enhance ESG integration.

Growing Asset Base Managing nearly $2 billion for over 1300 clients demonstrates significant growth potential and a stable client base. This scale suggests ample opportunities for upselling additional investment products or enhanced advisory services aligned with clients' social and environmental values.

Innovative Initiatives The launch of the “Awake to Woke to Work” model reflects their focus on diversity, equity, and inclusion, opening avenues for collaborations with DEI-focused tools, diversity consulting firms, and impact measurement services tailored to socially conscious organizations.

Recent Investment Activity Strategic stakes in major companies such as Procter & Gamble, Twilio, and the Hannon Armstrong infrastructure fund indicate an active approach to sustainable and impact-driven investments. This presents opportunities to offer specialized ESG financial products or asset management solutions tailored to these sectors.

Technology & Data Use Utilization of various web technologies and proprietary rating systems demonstrates their emphasis on data-driven decision making. There is a potential to introduce advanced analytics, AI-driven investment screening, or client engagement platforms that support their sustainable investment philosophy.

Natural Investments PBLLC Tech Stack

Natural Investments PBLLC uses 8 technology products and services including MySQL, Font Awesome, Underscore.js, and more. Explore Natural Investments PBLLC's tech stack below.

  • MySQL
    Database
  • Font Awesome
    Font Scripts
  • Underscore.js
    Javascript Libraries
  • HSTS
    Security
  • Bootstrap
    UI Frameworks
  • X-Content-Type-Options
    Web & Portal Technology
  • Gravity Forms
    Web Platform Extensions
  • Astra
    Web Platform Extensions

Natural Investments PBLLC's Email Address Formats

Natural Investments PBLLC uses at least 1 format(s):
Natural Investments PBLLC Email FormatsExamplePercentage
First@naturalinvestments.comJohn@naturalinvestments.com
55%
First.Last@naturalinvestments.comJohn.Doe@naturalinvestments.com
30%
FLast@naturalinvestments.comJDoe@naturalinvestments.com
9%
FirstLast@naturalinvestments.comJohnDoe@naturalinvestments.com
6%

Frequently Asked Questions

What is Natural Investments PBLLC's official website and social media links?

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Natural Investments PBLLC's official website is naturalinvestments.com and has social profiles on LinkedIn.

What is Natural Investments PBLLC's SIC code NAICS code?

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Natural Investments PBLLC's SIC code is 6726 - Unit Investment Trusts, Face-Amount Certificate Offices, and Closed-End Management Investment Offices NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Natural Investments PBLLC have currently?

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As of December 2025, Natural Investments PBLLC has approximately 27 employees across 1 continents, including North America. Key team members include President: H. B.Director Of Client Services: D. B.Private Placement Manager: K. K.. Explore Natural Investments PBLLC's employee directory with LeadIQ.

What industry does Natural Investments PBLLC belong to?

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Natural Investments PBLLC operates in the Investment Management industry.

What technology does Natural Investments PBLLC use?

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Natural Investments PBLLC's tech stack includes MySQLFont AwesomeUnderscore.jsHSTSBootstrapX-Content-Type-OptionsGravity FormsAstra.

What is Natural Investments PBLLC's email format?

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Natural Investments PBLLC's email format typically follows the pattern of First@naturalinvestments.com. Find more Natural Investments PBLLC email formats with LeadIQ.

When was Natural Investments PBLLC founded?

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Natural Investments PBLLC was founded in 2000.

Natural Investments PBLLC

Investment ManagementCalifornia, United States11-50 Employees

Welcome to Natural Investments! If you're looking for ways to make money while helping to fund solutions to the social and environmental challenges of our time, you've come to the right place.

We're committed to helping motivated investors create portfolios that reflect their own social priorities and concerns, generating healthy returns while cultivating opportunities to make a difference. One of the original B Corps in the world, Natural Investments is a Public Benefit LLC and the first financial company in the nation to be owned by a perpetual purpose trust. The firm manages just under $2 billion for 1300 clients nationwide.

Natural Investments combines the expertise and experience of 21 financial advisors nationwide, many of whom are experts in comprehensive financial planning. We've been leaders in the field of socially responsible, sustainable, and impact investing for 40 years, and have written three seminal books on the field: Investing from the Heart (Crown, 1992), Investing With Your Values: Making Money and Making a Difference (Bloomberg, 1999), and The Resilient Investor: A Plan for Your Life, Not Just Your Money (Berrett-Koehler, 2015).

We're intimately familiar with all of the existing SRI stock and bond funds - and we have rated them using our proprietary Heart Rating, found on our website, since 1992. We are continually on the lookout for new investments that more closely align with our clients' values in the realms of racial and gender equity and ecological regeneration.

Section iconCompany Overview

SIC Code
6726 - Unit Investment Trusts, Face-Amount Certificate Offices, and Closed-End Management Investment Offices
NAICS Code
5239 - Other Financial Investment Activities
Founded
2000
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Natural Investments PBLLC's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Natural Investments PBLLC's revenue is estimated to be in the range of $25M$50M

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