Sonen Capital

San Francisco, United States Founded: 2011 • Age: 15 yrs
Impact investment management and advisory services are offered.
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About Sonen Capital

Sonen Capital is a company based in San Francisco (United States) founded in 2011 by Stuart Davidson.. Sonen Capital offers products and services including Impact OCIO Services and Advisory Services. Sonen Capital operates in a competitive market with competitors including MassMutual, Point Digital Finance, American Family Insurance, Thrivent and Milliman, among others.

  • Headquarter San Francisco, United States
  • Founders Stuart Davidson
  • Sectors
    Financial Services
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Sonen Capital Llc
Operational Areas
Financial Services → Investment Management & Advisory
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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Products & Services of Sonen Capital

Sonen Capital offers a comprehensive portfolio of products and services, including Impact OCIO Services and Advisory Services. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Outsourced CIO for impact-focused portfolio management

Guidance on integrating impact into investment strategies

People of Sonen Capital
Headcount 10-50
Employee Profiles 14
Board Members and Advisors 2
Employee Profiles
People
Lance Babbit
Head, Alts & Public Market Investments
People
Nadia Czebiniak
Associate Director, Impact Analyst
People
Taylor Love
Investment Analyst
People
Zina Silver
Head, Operations Director

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Board Members and Advisors
people
Isabelle Hau
Senior Advisor, Education
people
Stuart Davidson
Chairman

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Funding Insights of Sonen Capital

  • Total Funding
  • Total Rounds 1
  • Last Round
  • First Round
  • Investors Count 1
Date Amount Transaction Name Valuation Lead Investors Investors
Oct, 2023 Amount Seed - Sonen Capital Valuation Macquarie Group
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Sonen Capital

Sonen Capital has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Macquarie Group. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Institutional
Investor Description Founded Year Domain Location
A global financial services organization with Australian heritage is operated.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Sonen Capital

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Sonen Capital

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Sonen Capital Comparisons

Employees
+
Add Comparison
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Competitors of Sonen Capital

Sonen Capital operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as MassMutual, Point Digital Finance, American Family Insurance, Thrivent and Milliman, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Mutual life insurance company
domain founded_year HQ Location
Fractional home equity is sold online for interest-free loans.
domain founded_year HQ Location
Personal and business insurance products are provided nationwide.
domain founded_year HQ Location
Financial services are offered by Thrivent as a not-for-profit entity.
domain founded_year HQ Location
Milliman is engaged in actuarial consulting and analytics solutions.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Sonen Capital

Frequently Asked Questions about Sonen Capital

When was Sonen Capital founded?

Sonen Capital was founded in 2011 and raised its 1st funding round 12 years after it was founded.

Where is Sonen Capital located?

Sonen Capital is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.

Who is the current CEO of Sonen Capital?

Bob Goldstein is the current CEO of Sonen Capital.

What does Sonen Capital do?

Sonen Capital was founded in 2011 and is headquartered in San Francisco, United States. Operations focus on impact investing within the financial sector, where management and advisory services are provided to clients seeking sustainable investment strategies. Key leadership includes Co-Founder and Chairman Stuart Davidson, along with CEO Bob Goldstein. The firm supports portfolio construction and advisory for institutional investors emphasizing environmental and social outcomes.

Who are the top competitors of Sonen Capital?

Sonen Capital's top competitors include MassMutual, Point Digital Finance and American Family Insurance.

What products or services does Sonen Capital offer?

Sonen Capital offers Impact OCIO Services and Advisory Services.

Who are Sonen Capital's investors?

Sonen Capital has 1 investor. Key investors include Macquarie Group.

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