Clarity AI vs Sopact

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Clarity AI

Category
Impact & ESG

Headquartered in New York, Clarity AI is a tech platform that leverages 65 data sources to provide social and environmental insights on over 30,000 companies in 200 countries. The cloud-based platform uses machine learning and artificial intelligence to provide both regulatory and client reporting. Their comprehensive tools help understand and optimize social and environmental impact, leveraging scientific research and the latest technologies. Recently Blackrock announced a minority investment into Clarity AI to bring their data into the Aladdin portfolio management platform.

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Sopact

Category
Impact & ESG

Californian Sopact is a technology-based social enterprise committed to helping organizations measure impact by directly involving their stakeholders. Their focus is on the social impact end of the spectrum within the sustainable investment space, which involves deep stakeholder listening. Sopact’s solution aims to demonstrate and track impact to the last beneficiary, making it easier for users to manage the risk of adverse or unintended consequences and report on positive impacts that support behavioral change.

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Company
Employees

  • 100–500

Revenue

-

Founded

  • 2017

Ownership

  • Owned by management
  • External investors

Incorporated

  • United States of America

Locations

  • New York
  • London
  • Madrid

Top markets

  • United States of America
  • United Kingdom
  • Spain
  • France
  • Germany

Total AUM

  • $10 trillion

Avg. AUM per client

-


  • 15+


-


  • 2016


  • S-Corp


  • United States of America


  • California


  • United States of America
  • Europe
  • India
  • South Africa


-


-

Client
Focus

  • Independent financial advisors
  • Registered investment advisors

Serves also

  • Individual wealth owners
  • Single-family offices
  • Multi-family offices
  • Fund managers
  • Banks

Number

–


  • Corporates
  • Social enterprises


  • Foundations
  • Impact investors
  • Social impact accelerators
  • NGOs


-

Product
Main tasks

  • Compliance (e.g. AML, KYC, regulatory reporting)
  • Portfolio management
  • Impact/ESG reporting

Top features

  • Reliable data, proprietary ratings for impact and risk, technology platform to visualise and customise the analyses.
  • Data: large database of environmental and social impact information by aggregating and cleaning structured and unstructured data.
  • Research and methodologies: various societal and environmental impact/sustainability modules seamlessly integrated into our tech platform, including ESG risk, ESG impact, UN SDGs and climate, impact of products and services. Additionally, our software tool also allows score/rating customisation and reporting.
  • Technology: Unique tech capacity enables seamless sustainability analysis and reporting of investment portfolios.

Assets supported

  • Bankable assets

Compliance

  • Dedicated modules for EU regulation (SFDR and EU Taxonomy), offering one solution to cover regulatory disclosure needs.
  • Principal adverse impacts and EU Taxonomy alignment for over 30.000 companies.
  • TCFD score, which measures the alignment of organisations and portfolios with these recommendations.

Whitelabel

  • Yes


  • Support clients in impact measurement and management tasks as designing a theory of change, identifying and defining metrics, surveying stakeholders and partners, analysing data collected, designing dashboards.


  • Impact advisory for outcome discovery, gap analysis, and activity learning
  • Impact data strategy and data integration, transformation
  • Outcome insight with visualization
  • Dashboard to communicate impact evidence


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-


  • No

Technology
Type Of Software

  • SaaS
  • Fully standalone

Security

  • Encryption at rest and in transit for all services. Role based access to the SaaS and the internal platform. Periodic security penetration testing for our SaaS and cloud infrastructure.

Ecosystem

  • AWS
  • Mongo DB Atlas

Integrations

  • WebApp
  • API
  • Widget
  • Datafeed integrations

Mobile App

  • No


  • Impact measurement and management software. It is a blend of impact strategic advisory and all the technology required to get the deep impact insight.


  • As a platform deployed on AWS, We use its in-built security compliance services to ensure the security of our software systems.


  • Our solution is a mix of proprietary software + open source + paid software.


  • Kobo Toolbox
  • Survey CTO
  • Google Sheets
  • Data Warehouse (Amazon Redshift)


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