Doing Well by Doing Good: A UBS Breakaway on Building a $2.9B Mission-Driven Enterprise

Episode notes

With Ben Valore-Caplan, Founder of Syntrinsic Overview Ben Valore-Caplan, founder of Syntrinsic, shares how he built a $2.9B mission-driven RIA to serve foundations, endowments, and values-driven institutions, the evolution of impact and ESG investing, why he sold to IMA Financial Group, and more. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. About this episode… This episode serves as a powerful reminder that the best businesses are built not just on scale, but on intention and alignment with values. In a landscape where most RIAs are designed to serve wealthy individuals, Ben Valore-Caplan took a different path - one rooted in advising non-profits with a focus on mission and purpose. After a decade as an educator and nonprofit entrepreneur, Ben entered the wealth management world at UBS’s predecessor Paine Webber.

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