Compass Platform
An impact intelligence platform for capital and giving. Measure, manage, and optimize impact across your entire portfolio.
How Compass Works
Connect
Link your investment or giving portfolios through secure integrations and data imports.
Normalize & Score
Our methodology standardizes data and generates comparable ESG and impact scores.
Visualize
See everything in unified dashboards with interactive charts and detailed breakdowns.
Get Insights
Receive recommendations, alerts, and optimization suggestions to improve outcomes.
Unified Dashboard
See your investment portfolios and charitable giving side by side.
Charitable Giving
Track donations, grants, and philanthropic commitments across portfolios.
Unified Metrics
Consistent impact measurement across all holdings and asset types at once.
Automated Workflow
Scheduled data collection, automated reports, and alerts for performance opportunities.
Built for How You Work
ESG-Driven Investing
Score, benchmark, and optimize your investment portfolio for ESG performance. Run scenario analysis and rebalancing simulations.
- ✦ESG scoring & benchmarking
- ✦Scenario analysis
- ✦Portfolio rebalancing
- ✦Peer comparison
Impact Philanthropy
Measure nonprofit effectiveness, build thematic giving portfolios, and track the real-world outcomes of your philanthropy.
- ✦Nonprofit scoring
- ✦Impact measurement
- ✦Thematic portfolios
- ✦Giving reports
Enterprise Solutions
White-label solutions for wealth managers, family offices, and institutions. APIs, custom reporting, and dedicated support.
- ✦White-label platform
- ✦API access
- ✦Custom reporting
- ✦Dedicated support
Start Measuring Impact Today
Whether you're an investor, foundation, or enterprise, Compass helps you make better impact decisions.