Case Study: Align Impact

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Align Impact is a female-founded, owned, led, and majority-staffed, SEC-registered independent advisor and certified B Corporation with $1.6 billion of assets under advisement. The firm specializes in co-creating and implementing impact investing strategies with individuals, families, foundations, institutions, and advisors.

Align Impact’s technology stack includes Addepar, Canoe Intelligence, and Subscribe.


Align Impact was anticipating significant client growth, but was faced with time-consuming and unreliable processes for collecting investment documents and extracting relevant data points from those documents to feed downstream systems. The firm desired a technology solution to automate this work and bring scale and structure to its complex alternative investment workflows.

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