Sustainable Investment United Fund Advisors is a certified B Corporation with a triple bottom line mission focused on profitable investments that enhance social and environmental yields, signaling alignment with ESG-minded partners and social impact investors.

Growth and AUM With over 350 million in assets under management and a national scope for community development projects, there are opportunities to cross-sell advisory services, fund management enhancements, or co-investment vehicles to existing and prospective clients.

Funding Focus Past and ongoing investments in regional economic development funds and seed/angel-like programs indicate a readiness to engage with regional accelerators, incubators, and state-wide development initiatives for collaboration or fund opportunities.

Technology Stack Current tech stack includes WordPress, PHP, analytics, and e-commerce integrations, suggesting potential for modernization services, data dashboards, CRM enhancements, or marketing automation to improve investor outreach and fundraising campaigns.

Growth Fit Revenue range places UFA among mid-market financial services with scale potential; selling professional services such as strategic advisory, fund administration, compliance, or performance reporting could complement their established asset base and accelerate growth.