Fundraising Fox

Change Finance

Longmont, US · Founded 2016 · Colorado corporation · 1 known investors

Change Finance was a sustainable investing company founded in 2016 that built values-aligned financial products, including its flagship ETF (CHGX) focused on socially responsible and sustainable investing. The company has wound down operations, and its ETF now continues as the Stance Sustainable Beta Fund under Stance Capital.

Climate TechFintechImpact & Social Good

Founders & leadership

Change Finance was founded in 2016 by Dorrit Lowsen and Andrew Rodriguez.

DLDorrit Lowsen
Dorrit LowsenCo-founder
AR
Andrew RodriguezCo-founder
DM
Donna MortonNamed on SEC filing
LL
Lillian LovinsNamed on SEC filing

Investors · 1

Chloe CapitalIthaca · $100K – $250K

Reported raises · per SEC filings

Form D private placements

$4.1M disclosed across 6 rounds · 2016–2022

▶$384.5KraisedAug 2022 · 6 investors · Investing
Rule 506(b)
Officers, directors & promoters on the filing
  • James DavidsonDirector
  • L. Hunter LovinsDirector
  • Dorrit LowsenExecutive Officer, Director
  • Donna MortonDirector
  • Andrew RodriguezExecutive Officer, Director
Offering amount
$3M
Amount sold
$384.5K
Proceeds to insiders
$115.3K
Placement agents
Young America Capital, LLC
First sale
Aug 2022
Incorporated
Corporation, Colorado
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$369.3KraisedFeb 2022 · 8 investors · Investing
Rule 506(b)
Officers, directors & promoters on the filing
  • L. Hunter LovinsDirector
  • Donna MortonDirector
  • Andrew RodriguezExecutive Officer, Director
  • James DavidsonDirector
  • Dorrit LowsenExecutive Officer, Director
Amount sold
$369.3K
Proceeds to insiders
$150K
First sale
Feb 2022
Incorporated
Corporation, Colorado
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$1MraisedSep 2021 · 26 investors · Investing
Rule 506(b)
Officers, directors & promoters on the filing
  • L. Hunter LovinsDirector
  • Donna MortonDirector
  • James DavidsonDirector
  • Andrew RodriguezExecutive Officer, Director
  • Dorrit LowsenExecutive Officer, Director
Amount sold
$1M
Minimum investment
$1K
Proceeds to insiders
$285K
First sale
Jul 2020
Incorporated
Corporation, Colorado, 2016
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$1.1MraisedNov 2020 · 16 investors · Investing
Rule 506(b)
Officers, directors & promoters on the filing
  • James DavidsonDirector
  • Donna MortonDirector
  • L. Hunter LovinsDirector
  • Andrew RodriguezExecutive Officer, Director
  • Dorrit LowsenExecutive Officer, Director
Amount sold
$1.1M
Minimum investment
$1
Proceeds to insiders
$1M
First sale
Nov 2018
Incorporated
Corporation, Colorado, 2016
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$777.5KraisedMay 2018 · 19 investors · Investing
Rule 506(b)
Officers, directors & promoters on the filing
  • Dorrit LowsenExecutive Officer, Director
  • Lillian LovinsExecutive Officer, Director
  • Donna MortonExecutive Officer, Director
  • Andrew RodriguezExecutive Officer, Director
Amount sold
$777.5K
Minimum investment
$1
Proceeds to insiders
$291.5K
First sale
Jul 2016
Incorporated
Corporation, Colorado, 2016
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$505KraisedFeb 2017 · 16 investors · Investing
Rule 506(b)
Officers, directors & promoters on the filing
  • Dorrit LowsenExecutive Officer, Director
  • Andrew RodriguezExecutive Officer, Director
  • Donna MortonExecutive Officer, Director
  • Lillian LovinsExecutive Officer, Director
Offering amount
$720K
Amount sold
$505K
Minimum investment
$1
Proceeds to insiders
$217K
First sale
Jul 2016
Incorporated
Corporation, Colorado, 2016
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Competitors · 1

by search overlap
ChangEd3 shared keywordsChanged is a mobile application that helps borrowers manage and accelerate debt repayment by rounding up everyday purchases and applying the spare change to loans. The platform primarily serves individuals with student loan and consumer debt who seek to reduce interest payments and shorten repayment timelines.

Companies competing with Change Finance for the same Google search keywords, organic and paid, via search-intersection analysis.

Frequently asked questions

What does Change Finance do?
Change Finance was a sustainable investing company founded in 2016 that built values-aligned financial products, including its flagship ETF (CHGX) focused on socially responsible and sustainable investing. The company has wound down operations, and its ETF now continues as the Stance Sustainable Beta Fund under Stance Capital.
Who founded Change Finance?
Change Finance was founded by Dorrit Lowsen, Andrew Rodriguez in 2016.
Who are Change Finance's investors?
Change Finance's investors include Chloe Capital.
How much funding has Change Finance raised?
Change Finance has disclosed $4.1M raised across 6 rounds.
Where is Change Finance headquartered?
Change Finance is headquartered in Longmont, US.