Zevin Asset Management
Investment Management • 
Boston, Massachusetts, United States • 11-20 Employees
Company overview
| Headquarters | 2 Oliver St, Suite 806, Boston, Massachusetts 02109, US |
| Phone number | +18775134995 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Families, SRI, Wealth Management, ESG, Impact Investing, Foundations, Asset Allocation, Socially Responsible Investing, Endowments, Shareholder Advocacy, High Net Worth, Capital Preservation, Global Equity, Global Tactical, Mission-Related Investing, Risk Averse, Global Balanced |
| Founded | 1997 |
| Employees | 11-20 |
| Socials |
Key Contact at Zevin Asset Management
Brooke Zepp
Owner
Zevin Asset Management Email Formats
Zevin Asset Management uses 2 email formats. The most common is {first initial} (e.g., j@zevin.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@zevin.com | 75% |
{first name} | john@zevin.com | 25% |
About Zevin Asset Management
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.
Zevin Asset Management revenue & valuation
| Annual revenue | $1,539,990 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $5,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Zevin Asset Management has 3 employees across 2 departments.
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Number of employees
Funding Data
Zevin Asset Management has never raised funding before.
Zevin Asset Management Tech Stack
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Canada
United Kingdom
Frequently asked questions
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