Carbon Collective

The 401(k) Advisor Built for

B Corps

More than 150 mission driven organizations trust Carbon Collective with their 401(k).

Schedule a 15-minute demoSee how we're different

Certified B Corporation

Newsweek Best Advisors 2025

Grist 50

Certified B Corporation

What HR and Finance Leaders Say

These testimonials were all provided by real, current clients with their explicit permission. Nobody was paid or compensated in any way for providing their testimonial. Nor do any have a conflict of interest in providing this testimonial that we are aware of. Testimonials are not a guarantee of future performance or success and may not be representative of the experience of other clients.

“Carbon Collective is a breath of fresh air in the 401k advisory space… the plan administration support that’s offered both to me and employees is unparalleled.”

Maleea Meden

HR Director at World Centric

“Carbon Collective's approach to climate-friendly investing is rare in that it satisfies the climate experts on our team, but what's arguably even more valuable is their client support.”

Jesse Ladner

Director of Operations at OneEarth

“Carbon Collective is the answer to anyone wanting to truly invest in solutions for climate change. The Carbon Collective team is constantly looking for new opportunities for the funds as well. It has been a pleasure working with Tavis and Zach.”

Deborah Laframboise

Director of Finance and Grants at Growald Climate Fund

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Why Mission-Driven Organizations Choose Carbon Collective

Fossil Fuel-Free Funds

Offer your team an actually diversified fund lineup with the best-in-class passive, ESG, and climate-focused funds across a full range of asset classes.

Competitive Fees

Get live onboarding, quarterly finance 101 sessions, a customized fiduciary portal, and back-end HR support all for less than you're paying your current advisor.

Built For Orgs Like Yours

We're a group of climate finance nerds who started an investment firm. We're much closer to being the type of employee you'd hire than Wall Street would.

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Get Your Hand Held For
The Entire Process

30-Intro Call

We learn about your organization, team size, and current 401(k) situation, and most importantly, your goals.

This Week
Custom Proposal

We'll build a proposal that's right for your plan and your team, including quotes from multiple recordkeepers.

Within 3 business days
Plan Design

We're holding your hand evaluating your current plan and any changes that you may want to make and why.

2-3 weeks
Ongoing Support

You get dedicated HR support, quarterly finance 101 sessions, and ongoing fiduciary support to keep your plan healthy.

Ongoing
Book an Intro Call

Trusted by Mission-Driven Organizations

150+
Organizations
$330M
Assets Under Management
4.9/5
Average Client Rating

Common Questions Answered

Passive index funds, ESG funds, and Climate-focused funds across all major asset classes.

Each investment philosophy caters to different risks and drivers for performance. Your team should have the choice to choose what they believe is best for their long-term goals.

If you don't have a human advisor helping you, then we may add a little cost, but you're getting a big upgrade.

If you do have a human advisor already, we generally are able to unlock savings, sometimes quite significant ones. Book a chat with us. We'd love the opportunity to win your business.

Most organizations transition in 4-6 weeks. We handle all compliance and communication.

Yes. We feel very strongly about this. Our goal is to increase diversification in your fund lineup, not reduce it. We include a full series of best-in-class passive funds in all of our lineups, including a target date fund series.

Yes. We are a 3(38) fiduciary. When you hire a 3(38), you're hiring a 3rd party to come in and formally manage your fund lineup selection and oversight process. We review each fund in our lineup against 3-5 alternatives funds for that investment philosophy and asset class (so, Small Cap ESG funds are compared against other Small Cap ESG funds, etc). We do "check in" quarterly reviews and then a big annual review, where we also will make fund lineup changes. All reports are uploaded immutably to your Compliance Vault, so they are audit-ready at all times.

Let's talk

Ready to offer a 401(k) your team genuinely likes?

Join 150+ mission-driven organizations who've made the switch.

What happens next:

30-minute introductory call

No pressure, just information

Custom proposal within 3 days

Clear pricing and timeline

We respect your inbox.

150+ organizations trust us with $330M in retirement assets.

Certified B Corporation • Fiduciary Standard • Climate-Focused Since 2020