Startups
We help progressives build thoughtful, prosperous, impactful financial lives.
Here's what we do
We provide trusted advice to clients as their lives evolve over time. We also help clients address specific questions such as whether and how
Here's what we do
We provide trusted advice to clients as their lives evolve over time. We also help clients address specific questions such as whether and how
Overview
Employees
11-50
Founded date
2017
Mentions in press and media 8
| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| Feb 2, 2026 | Financial Advisor Playbook Trump accounts could grow to $50,000 or ‘very substantially more,’ president says. Advisors weigh in | Families can start the process to open Trump accounts, an investing account for kids, when filing 2025 returns. The interest in early wealth building prompted varying estimates of how much accounts could grow at the Trump Accounts Summit in... |
| Sep 30, 2025 | Financial Advisor Playbook How to know when a robo-advisor makes sense — and when a human financial advisor should step in | A robo-advisor is an automated digital program that creates and manages your portfolio based on your investment preferences and risk tolerance, according to Investor.gov. Such programs can come at a lower cost compared to a financial adviso... |
| Jul 18, 2025 | ‘Trump accounts’ come with a $1,000 baby bonus. Then the rules get complicated, tax experts say | President Donald Trump’s “big beautiful bill” includes a new savings plan for children with a one-time deposit of $1,000 from the federal government for newborns. So-called “Trump accounts” will function like an individual retirement accoun... |
| Feb 17, 2021 | How to avoid losing all your money on investing apps | The recent astronomical rise of meme stocks brought many people to the stock market for the first time, typically through Robinhood, the commission-free stock trading app that has promised to democratize access to the stock market. Accordin... |
| Jan 18, 2021 | Terrible financial advice is going viral on TikTok | People are learning all kinds of new things on TikTok: how to do viral dances to popular songs, how to make hot cocoa bombs or paint an accent wall. They are also learning dubious financial information from unverified sources with millions ... |
| Dec 1, 2020 | How To Make The Most Out Of Your Charitable Giving | Alessandro Biascioli |
| The problem with ESG funds—and how to make a ‘real impact’ with your money: Financial expert | There are many ways for everyday investors to make a real impact on issues like climate change, gun violence, and racial and economic justice. As a partner at Values Added Financial, which manages $150 million of investable wealth for about... |
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FAQ about Values Added Financial
When was Values Added Financial founded?
Values Added Financial was founded in 2017.
What has the press written about Values Added Financial?
Parsers VC has collected 8 articles mentioning Values Added Financial, among them “Financial Advisor Playbook Trump accounts could grow to $50,000 or ‘very substantially more,’ president says. Advisors weigh in” (Feb 2, 2026) and “Financial Advisor Playbook How to know when a robo-advisor makes sense — and when a human financial advisor should step in” (Sep 30, 2025).
Is Values Added Financial still active?
Yes, Values Added Financial is active; its latest activity on Parsers VC dates from Feb 2, 2026.