Sunwealth Named to 2026 ImpactAssets 50 (IA 50) Emeritus Impact Manager

ImpactAssets announced this year’s ImpactAssets 50® (IA 50), marking the 15th year for the definitive guide to impact investing fund managers globally, as well as the 15th anniversary of the firm.

Sunwealth is pleased to share that it is our 6th year receiving the honor of being on the ImpactAssets 50® (IA 50) list, and our first year as an Emeritus Impact Manager! We are proud to be an impactful US energy fund manager on the list focused on community-based solar and storage projects, delivering both strong financial returns and measurable environmental benefits to communities.

Among those included in this year’s showcase, 52% concentrate their efforts domestically, within the United States. Social impact strategies continue to lead, with 58% of fund managers primarily targeting financial and economic inclusion, community development, affordable housing, and health and wellbeing. Environmental strategies also represent a significant share of the field, as 34% of fund managers focus primarily on energy, clean technology and decarbonization. Together, the 2026 IA 50 fund managers deployed nearly $17 billion towards impact in just a year.

“Across the IA 50, we see sustained investor commitment to affordability and economic development strategies that strengthen communities and expand access to opportunity,” said Margret Trilli, CEO and CIO of ImpactAssets and ImpactAssets Capital Partners. “From affordable housing and community development to capital for small businesses and underrepresented entrepreneurs, these managers are directing capital where it can help build an inclusive economy while delivering competitive financial returns. That alignment between impact and performance is what continues to drive momentum in the market.”

Selections are made by an independent IA 50 Review Committee of 13 globally recognized industry leaders, following a rigorous, multi-stage process that leverages both qualitative and quantitative analysis led by ImpactAssets Capital Partners. The IA 50 Review Committee makes the final selection, ensuring the analysis adheres to a structured framework of fairness, rigor and objectivity. All selected firms must demonstrate a track record in impact investing, clear impact objectives, and U.S. investor accessibility.

As we are elevated from an IA50 Fund Manager to an Emeritus Impact Manager in our 6th year of winning the award, Sunwealth is deeply grateful of our 11-year track record in the industry, and the recognition that the ImpactAssets has provided us with.

We are honored to be included among so many other impactful fund managers and recognized by such a valued impact investing leader.

The full IA 50 database is available at impactassets.org/IA-50

About the ImpactAssets 50

ImpactAssets 50® (IA 50) is the definitive guide to impact investing fund managers globally. The publicly available database is composed of experienced and emerging private debt and equity impact investment fund managers committed to generating positive impact. The IA 50 2025 reflects the innovation and exponential growth of impact investing that the IA 50 has helped to spotlight over the last 15 years.

The IA 50 is not an index or investable platform and does not constitute an offering or solicitation to buy or sell securities or a private placement, or recommend specific products. Nor is this an endorsement of any of the listed fund managers. It is not a replacement for due diligence. Additional details on the selection process are available here.

About Sunwealth

We invest in a better energy future by financing and developing solar and storage projects that benefit a broad range of communities through clean power, carbon reduction, cost savings, and job creation. We partner with skilled local solar and storage installers, community organizations and local businesses, and investors to change who benefits from renewable energy by changing the way we invest in it.

With Sunwealth, our investors put their money directly to work in community-based solar and storage projects that benefit people and the planet. Our innovative portfolio strategy provides businesses, municipalities, and community organizations with access to affordable clean energy while creating powerful social, environmental, and financial returns. Sunwealth partners with individuals, foundations, family offices, nonprofit organizations, intermediaries, and corporations to put their money to work in portfolios of community-based solar and storage projects.

About ImpactAssets

ImpactAssets is an impact investing trailblazer dedicated to changing the trajectory of the planet’s future and improving the lives of all people. As a leading impact investing firm, ImpactAssets offers deep strategic expertise to help its clients define and execute on their impact goals. Founded in 2010, ImpactAssets increases flows of money to impact investing in partnership with its clients through its impact investment platform, philanthropic solutions, and field-building initiatives, including the IA 50 database of private debt and equity impact fund managers. ImpactAssets has more than $5 billion in assets, working with purpose-driven individuals and their wealth managers, family offices, foundations and corporations. ImpactAssets is an independent 501(c)(3) organization. Learn more at www.impactassets.org

About ImpactAssets Capital Partners

ImpactAssets Capital Partners (IA Capital) is an SEC-registered investment adviser specializing in impact investing for institutional investors, including foundations, corporations, and family offices. IA Capital offers a full range of custom services, including investment and impact strategy design, sourcing and origination, due diligence, portfolio construction, monitoring, risk management, and reporting. IA Capital also structures and manages bespoke fund vehicles for aligned investor cohorts, providing support from mandate design and formation to capital raising, deployment, and administration. As a subsidiary of its non-profit parent entity, ImpactAssets, IA Capital works across both market-rate and impact-first investing approaches to help clients align capital with mission.

Jon Abe