Empowering High Performance Wealth Management

With First-of-a-Kind Socially-Responsible Portfolio-Generation Software


OUR PRODUCTS

Socially-Selective Investing

ImpactLabs ImpactLabs ImpactLabs ImpactLabs

Our software enables an unprecedented level of portfolio customization






Selective Beta + Tax Alpha

Introducing: Tax-Optimized Selective Indexing
Are your clients concerned about the taxes they are paying?



Introducing: Tax-Optimized Active Factor-Tilt
Replace high-cost alpha-seeking strategies with active factor tilt for superior after-tax returns





Marginal Taxes.com
Know your tax-rates.
Make better financial decisions.




OUR PARTNERS


Are you ready to upgrade your investment experience to one that is
easy, personalized and aligned with YOUR values & worldview?


Get Started
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Is your financial advisor laser-focused on after-tax performance?​


High-Tech, High-Touch, Tax-Smart:
a more sophisticated way to invest


RECENT PRESS



Impact Labs Expands Social Impact Portfolio Engine

"Impact Labs, a SAAS provider, has added factor-tilt and smart beta options to its social impact portfolio construction platform. The technology company...has an algorithmic social impact portfolio construction engine, where advisors can input a client’s core values, and it will build a responsibly-diversified portfolio."

WealthManagement.com, May 2017


When Social Responsibility Becomes an Investment Strategy

"Social responsibility is the central theme of US-based software provider Impact Labs. In September, it announced the launch of the first algorithmic portfolio software solely for those who actively adopt ESG investing."

Waters: Trading Technologies for Financial-Market Professionals, Dec. 2016 issue


Impact Investing For the Rest of Us

"The advent of robo-advisors can make sustainable and impact investing less costly than going through a human financial advisor by automating the process and using algorithms to invest according to a customer’s preferences. ....Impact Labs provide(s) investors with choices to invest in environmental or social issues."

ImpactAlpha, Oct. 2016

OUR TEAM

Jason Escamilla, CFA /

CEO

David Berkman /

VP Engineering

Catalin Cioloca /

Full Stack Engineer

Jim Blachman, CFA /

Product Strategist

Jesse (Jay) Moore /

Chief Strategy Officer

Katie Oates Junttila /

Marketing

Jill Soley /

Marketing

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Videh Seksaria /

Head of Analytics

Jason R. Scott /

Design Strategist

Andy 'Reo' Shevtsov /

Engineer

Dan Corde /

Front End Engineer

Darrel Farris /

Full Stack Engineer

Scott M. Guild /

Advisor

Tobias Lee /

Advisor

Kenneth Bok /

ESG / Data Analyst

Jessica Elias /

Finance Director

Holly Couden /

Brand Ambassador

Stephanie Howard O'Brien /

Brand Ambassador

Impact Labs Launches First-of-a-Kind Algorithmic Socially Responsible Portfolio-Generation Software
MIT Team makes it easy: investors can now swipe-right for equality, sustainability and dozens more causes and if, like one prominent New England Quarterback, you consider cola to be 'poison for kids', you have the option to swipe-left on Big Sugar.
SAN FRANCISCO, Sept 8, 2016 /PRNewswire/ -- Introducing: Socially-Selective Investing. If you feel strongly, for example, about climate change, equality, sustainability, gun control, and dozens more, now you can have your values reflected in your investment portfolio. The software builds a properly diversified investment portfolio while optimizing for social value and maximizing after-tax performance.