Confluence Philanthropy welcomes members who are investment advisors, asset managers, consultants, and intermediaries. 

PRACTITIONER-LEVEL 

The majority of our financial professional members are seasoned, ‘high impact', investment advisors, asset managers, and intermediaries with a solid track record supporting vales-aligned investors and clear institutional commitments to sustainability, social equity, and strong corporate governance.  

ASSOCIATE-LEVEL 

Investment advisors and asset managers serving philanthropies in the early phases of developing their ESG or impact strategy are welcome to join as associate members to explore whether Confluence is the right fit for them. 

AFFILIATE-LEVEL 

The smallest portion of our membership in this category is reserved for community development financial institutions (CDFIs) and consultants who specialize in values-aligned investing but do not directly manage or advise on assets.