Sorenson Impact Advisory — Contact Email, Phone & Team

Overview

Sorenson Impact Advisory is an SEC-registered investment advisory firm dedicated to impact investing. The firm focuses on aligning clients' missions and values with their investment portfolios, aiming to generate market-rate returns alongside positive social and environmental outcomes. Their approach involves creating mission-aligned portfolios optimized for impact, monitoring performance, and measuring impact through regular investment meetings. The team comprises professionals with extensive experience in impact investing and wealth management, including co-founders Lauren Sercu and Lindsay Zizumbo, who emphasize a holistic approach to impact allocation by integrating philanthropic, catalytic, and market-rate capital to help clients achieve their impact goals. Sorenson Impact Advisory is part of the Sorenson Impact Group, a multidisciplinary investment platform that includes Sorenson Impact Funds, Sorenson Impact Foundation, and Sorenson Impact Institute, all working collectively to expand the market for impact through purposeful and distinct strategies within each organizational branch. The firm's mission is to drive innovative solutions to social and environmental challenges around the world and across the returns spectrum.

Investment Focus

Strong returns alongside strong impact
Mission-aligned portfolios
Holistic approach to impact allocation

Get the full list of 54,000+ investors

Sorenson Impact Advisory and every other firm and angel in the database — as one spreadsheet you keep.

$19one-time payment · no subscription

All 54,000+ investors — VC firms, private equity, family offices and angels
The key person to contact at each one, with their job title
Their work email address
Their phone number
Their LinkedIn profile
Delivered as a single .xlsx file — download it as many times as you like

Get the full list — $19 → One payment. No seats, no credits, no expiry. Already bought it? Sign in to download it again — no second payment.

Every profile on this site is one row of the file, with the contact details masked — browse a few before you buy.

Frequently asked questions about Sorenson Impact Advisory

What sectors does Sorenson Impact Advisory invest in?

Sorenson Impact Advisory invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Utah, United States. Sorenson Impact Advisory is listed as a institutional investor in the ConnectSafely investor database.