LeadIQ logo
Learn more at LeadIQ.com

Insights

ESG Investment Focus Zevin Asset Management specializes in ESG investing, appealing to clients who prioritize social responsibility and sustainability in their investment portfolios. This focus on Environmental, Social, and Governance factors presents an opportunity to target individuals and organizations seeking to align their values with their financial goals.

B Corp and Employee-Owned As a B Corporation and a 100% employee-owned firm, Zevin Asset Management sets itself apart in the financial services industry. This unique ownership structure can be leveraged as a selling point to attract clients who value companies that are socially conscious and have a commitment to employee ownership and diversity.

Community Partnerships By partnering with organizations like the Good Shepherd Food Bank, Zevin Asset Management demonstrates a commitment to supporting local communities. Leveraging these partnerships in sales pitches can help build trust with clients who prioritize organizations with a strong social impact and community involvement.

Recognition as Best for Customers Zevin Asset Management's consistent recognition as 'Best for Customers' among Certified B Corps highlights its dedication to client service and social impact. This accolade can serve as a strong marketing point to target customers who prioritize working with firms that prioritize customer satisfaction and positive environmental contributions.

Investment in High-Profile Companies Recent investments in companies like Estée Lauder showcase Zevin Asset Management's ability to make impactful financial decisions. Highlighting successful investments in reputable companies can attract clients looking for an investment manager with a track record of generating returns through strategic investment choices.

Similar companies to Zevin Asset Management

Zevin Asset Management Tech Stack

Zevin Asset Management uses 8 technology products and services including Squarespace, Typekit, Highcharts, and more. Explore Zevin Asset Management's tech stack below.

  • Squarespace
    Content Management System
  • Typekit
    Font Scripts
  • Highcharts
    Javascript Graphics
  • jQuery UI
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • FancyBox
    Javascript Libraries
  • YouTube
    Video Players
  • Twitter
    Widgets

Zevin Asset Management's Email Address Formats

Zevin Asset Management uses at least 1 format(s):
Zevin Asset Management Email FormatsExamplePercentage
First@zevin.comJohn@zevin.com
44%
Last@zevin.comDoe@zevin.com
9%
First.Last@zevin.comJohn.Doe@zevin.com
3%
First@zevin.comJohn@zevin.com
44%

Frequently Asked Questions

Where is Zevin Asset Management's headquarters located?

Minus sign iconPlus sign icon
Zevin Asset Management's main headquarters is located at 2 Oliver St Suite 806 Boston, Massachusetts 02109 US. The company has employees across 3 continents, including North AmericaEuropeAsia.

What is Zevin Asset Management's phone number?

Minus sign iconPlus sign icon
You can contact Zevin Asset Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Zevin Asset Management's stock symbol?

Minus sign iconPlus sign icon
Zevin Asset Management is a publicly traded company; the company's stock symbol is N/A.

What is Zevin Asset Management's official website and social media links?

Minus sign iconPlus sign icon
Zevin Asset Management's official website is zevin.com and has social profiles on LinkedIn.

What is Zevin Asset Management's NAICS code?

Minus sign iconPlus sign icon
Zevin Asset Management's NAICS code is 52 - Finance and Insurance.

How many employees does Zevin Asset Management have currently?

Minus sign iconPlus sign icon
As of August 2024, Zevin Asset Management has approximately 17 employees across 3 continents, including North AmericaEuropeAsia. Key team members include Chief Investment Officer, Senior Portfolio Manager: S. D.President: S. K.Coo/Cco: J. K.. Explore Zevin Asset Management's employee directory with LeadIQ.

What industry does Zevin Asset Management belong to?

Minus sign iconPlus sign icon
Zevin Asset Management operates in the Financial Services industry.

What technology does Zevin Asset Management use?

Minus sign iconPlus sign icon
Zevin Asset Management's tech stack includes SquarespaceTypekitHighchartsjQuery UIjQueryFancyBoxYouTubeTwitter.

What is Zevin Asset Management's email format?

Minus sign iconPlus sign icon
Zevin Asset Management's email format typically follows the pattern of . Find more Zevin Asset Management email formats with LeadIQ.

When was Zevin Asset Management founded?

Minus sign iconPlus sign icon
Zevin Asset Management was founded in 1997.
Zevin Asset Management

Zevin Asset Management

Financial ServicesMassachusetts, United States11-50 Employees

Zevin Asset Management is an investment manager with a global focus that integrates sustainability into professional active investment management for our clients:
-	Individuals and families who want to create value through their values
-	Endowments, foundations, non-profits and religious institutions who want their investment choices to reflect, rather than undermine, their mission
-	Advisors who are looking for sub-advised SRI/ESG solutions

With a more than 25-year track record under our belt, we proudly put our expertise to work by helping our clients reach their financial goals. Our dual objective as longtime sustainable investors is to achieve financial returns while also creating positive social and environmental impact. We specialize in risk minimization through customized, separately managed accounts of active equity and fixed-income allocations that seek capital appreciation. Zevin Asset Management’s seasoned team approaches social responsibility not only as an ethical good, but also as an essential tool to reduce risk, find opportunities, and deliver competitive performance over the long term. Key pillars of our approach to social responsibility include ESG integration, shareholder advocacy, screening, and proxy voting.

We pride ourselves on being a B Corporation and a 100% employee-owned, majority women-owned firm.

Specialties: Socially Responsible Investing, Environmental, Social and Governance (ESG) Investing, Impact Investing, Mission-Aligned Investing, Wealth Management, Shareholder Advocacy & Engagement

*** Updates and posts on this page should not be construed as investment advice. Zevin Asset Management is not liable for the content of third party sites. Links provided are simply for ease of reference. Please see additional important disclosures on our website: https://www.zevin.com/web-disclosures. 

Section iconCompany Overview

Headquarters
2 Oliver St Suite 806 Boston, Massachusetts 02109 US
Phone number
Website
zevin.com
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
1997
Employees
11-50

Section iconFunding & Financials

Section iconFunding & Financials

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.