Social Impact Investments

Financial Services • Huntersville, North Carolina, United States • 1-10 Employees

Company overview

Headquarters	16007 Cleveleys Trail, Huntersville, North Carolina 28078, US
Phone number	+17042866659
Website	socialimpactinvestments.com
NAICS	52
SIC	621
Keywords	Impact Investing, Portfolio Management, Financial Planning, Growth Investing
Founded	2018
Employees	1-10
Socials

Key Contact at Social Impact Investments

Bryan Keller

Founder And President

About Social Impact Investments

Social Impact Investments Inc. provides ongoing portfolio management and financial planning services primarily to individuals with long-term capital appreciation goals. Services Include: -Client portal with account aggregation and reports on account performance, transaction and holdings. -Financial planning tools including interactive calculators for retirement planning, debt management, educational expense planning and tax optimization. -Customized investment portfolio creation and management based on client's time horizon, risk tolerance and financial goals Mission: -Creation and funding of a social impact fund focused on entrepreneurship and education -Opportunity for socially-responsible investing -Financial Eucation

Social Impact Investments revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Social Impact Investments has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Social Impact Investments has never raised funding before.

Frequently asked questions

Social Impact Investments is located in Huntersville, North Carolina, US.

You can reach Social Impact Investments at +17042866659.

Social Impact Investments was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

Social Impact Investments has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Social Impact Investments

Bryan Keller

Founder And President

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