Sonen Capital

San Francisco, United States Founded: 2011 • Age: 15 yrs
Impact investment management and advisory services are offered.
Annual revenue - Latest available
Total funding - 1 rounds
Employees - Tracked headcount
Investors 1 Known backers
Products 2 Services tracked
Competitors 6 Brand Intelligence

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
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  • Phone
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  • Website
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  • Social
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  • Legal Name Sonen Capital Llc
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
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  • Net Profit
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  • EBITDA
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  • Latest Funding Round
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  • Investors
  • 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.

Product name locked
Category locked
Primary

Outsourced CIO for impact-focused portfolio management

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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

Investors in Sonen Capital

Sonen Capital has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Macquarie Group.

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Institutional
Investor Description Founded Year Domain Location
A global financial services organization with Australian heritage is operated.
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Investor details for Sonen Capital

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

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Investments & Acquisitions by Sonen Capital

Investments
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Investment portfolio details for Sonen Capital

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

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Financial Statements - Sonen Capital

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Detailed financials for Sonen Capital

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  • Profit trends
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Sonen Capital Comparisons

Sonen Capital Primary company
Description
Impact investment management and advisory services are offer...
Location
San Francisco, United States
Founded Year
2011
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Sonen Capital

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

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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.

Company Name Domain Founded year HQ Location Description
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Mutual life insurance company
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Fractional home equity is sold online for interest-free loans.
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Personal and business insurance products are provided nationwide.
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Financial services are offered by Thrivent as a not-for-profit entity.
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Milliman is engaged in actuarial consulting and analytics solutions.
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Detailed competitors of Sonen Capital

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Latest news on Sonen Capital

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Complete news archive for Sonen Capital

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  • Source and publication date
  • Older coverage
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Frequently Asked Questions about Sonen Capital

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

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

Bob Goldstein is the current CEO of Sonen Capital.

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.

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

Sonen Capital offers Impact OCIO Services and Advisory Services.

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

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