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As an investment management firm with charity expertise, you want to grow your not-for-profit practice and support the sector.

Charity Intelligence is your ideal partner

More than 12,000 UK charities are registered with us, and we help connect them with experts like you when they’re looking for specialist investment support. Over 5,000 have assets of £1million or more.

Most of the largest and experienced charity managers already partner with us, and we’re growing the Charity Intelligence network all the time. 

Why work with us?

We’re passionate supporters of UK charities and believe they should have access to the right professional support services. Our co-founders have worked in the sector for more than 20 years and they’re charity trustees too.

Our philosophy for partnership success is simple: Together we can create greater clarity for charities. Some of your key partner benefits include:

  • Charity sector insights and market access.

  • Qualified lead generation. 

  • Independent performance analysis.

  • Access to RFP enquiries.

  • Listing on our website directory that matches charities with investment managers.

  • Your events and articles promoted on our website, LinkedIn page, quarterly newsletter and monthly email to over 12,000 charities.

By working together, we create more impact for the sector and your practice. We’ve been doing it successfully with our partners since 2017.

Get in touch and find out how you can benefit from a partnership with us. We’d love to hear from you.