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Financial empowerment doesn't happen in isolation. The Collaborative is Revalue's online community: a space to build knowledge, ask questions, and connect with other values-driven people who are exploring how their money aligns with their values.
We're living through a significant period of economic change. Many people are asking hard questions about how wealth is created, who benefits, and how financial systems can better serve communities. The Just Transition describes the collective shift toward economic models rooted in cooperation, regeneration, and community well-being — and many of our clients and community members are thinking about how their financial decisions connect to that broader shift.
Your financial decisions are made within this context, whether or not you're thinking about it explicitly.
The Collaborative exists because we believe financial education supports more intentional decision-making and access to good information should be accessible to all. When people understand how money moves, how investments are structured, and how capital can be directed toward communities and enterprises they care about, they're better equipped to ask the right questions and make decisions that reflect their values.
You don't have to be a client or spend a dollar to access this.
on financial planning and impact investing topics
at the intersection of money, values, and community
of past workshops and community events
to upcoming Revalue-hosted events
where you can connect with other values-oriented individuals
The subscriptions provide tools and research access — they do not include personalized investment advice.
Access professional-grade financial planning software typically available through an advisory firm. We make it available to non-clients as a standalone subscription.
What's Included
Access Revalue's research and due diligence on community investment opportunities designed to support economic power in underinvested communities.
What's Included
Combine financial planning tools with investment research to support both your personal planning and investment decision-making.
What's Included
Our Data Rooms give subscribers access to view Revalue’s current model portfolios and public investments lists, along with the due diligence that Revalue has compiled on community investment approaches— investments in businesses and funds designed to work toward building economic power in underinvested communities. We source and screen these opportunities and make our research available to subscribers for $200/month to support their own decision-making.
Our screening criteria are documented and applied systematically across all opportunities, covering community impact, issuer transparency, financial structure, and alignment with Revalue's investment philosophy. Our review necessarily involves subjective judgment and relies on information provided by issuers, which may be limited or incomplete for community investment offerings.
Important: Access to Data Room research does not constitute personalized investment advice from Revalue. The research represents Revalue's analysis and is provided for informational purposes. All investment decisions remain your own. Investments in community development financial instruments carry risks, including illiquidity and potential loss of principal. Past screening or due diligence does not guarantee investment performance. Values-based screening and ESG evaluation involve judgment and are subject to data availability constraints. Screening criteria are applied consistently but may not capture all relevant factors. ESG and impact outcomes are not guaranteed. All investment advisers have a fiduciary duty to act in your best interest, and this research is not a guarantee of investment performance. Please consider all risks and your investment objectives.
Sometimes a conversation is worth more than a library of content. You can book time with a Revalue advisor on an hourly basis — no ongoing commitment required. This is a straightforward way to get personalized guidance on a specific question, decision, or moment in your financial life.
Hourly advisory engagements are subject to Revalue's standard advisory agreement and disclosure documents, including Form ADV Part 2 and Form CRS, which will be provided prior to or at the time of engagement and can always be found here on our website.
Revalue, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. This page is for informational and educational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Community investment opportunities may involve significant risks including illiquidity, limited diversification, and long investment horizons. Past due diligence or research does not guarantee future investment results. Please review Revalue's Form ADV and Form CRS before engaging advisory services.
