Celebrating B Corp™ Month

March is B Corp Month and Wetherby is excited to celebrate along with our fellow B Corps!

B Corps, or Certified B Corporations™, make up a movement of businesses working to build more inclusive and equitable companies, stronger communities and a healthier planet. These companies are committed to higher social, environmental and governance standards in business, balancing purpose and profit. As B Corps, we set the standard for a better way to do business and encourage the best from our peers.

Our firm became a B Corp as part of our ongoing efforts to build and maintain a values-aligned organization. As a B Corp, we demonstrate that business can be a force for good for all stakeholders, including our clients, our team and our community.

Some Ways in Which We Uphold Our B Commitment

  • Exceptional client service
  • Customized investment & planning advice
  • Impact investing offering
  • Commitment to diversity, equity & inclusion
  • Community service & corporate citizenship
  • Employee ownership structure
  • Green & sustainable office practices

Why Wetherby Chose to Certify

We see certification as an opportunity to support a community that upholds similar values to those on which we were founded. The B Corp community and triennial recertification process encourages us to enact best-in-class organizational practices and continuously engage with our stakeholders to ensure we uphold our commitment to high social, environmental and governance standards.

Why Do B Corps Matter?

We believe we are all responsible for each other and for future generations with the choices we make. B Corps aim to redefine business success by holistically considering and improving their impact on society and the environment. By voluntarily meeting higher standards of transparency, accountability and performance, B Corps distinguish themselves by offering a positive vision of a better way to do business.

What is a B Corp?

B Corps are for-profit companies certified by the nonprofit B Lab as meeting enhanced standards of social and environmental performance, public transparency and legal accountability. This global movement includes a community of over 3,800 B Corps in 150 industries and 74 countries.1

The Certification Process

The non-profit B Lab™ conducts a rigorous audit, the B Impact Assessment, to certify B Corps. Companies report on over 250 questions about their operations, organizational practices and business model. These responses are independently verified and scored by B Lab. Only companies that exceed a scoring threshold are eligible for certification. Certified B Corporations then undergo a recertification process every three years to ensure transparency, progress and continued commitment to these holistic business standards. As a Certified B Corporation we’re not just responsible, we’re also accountable.

Wetherby certified initially in 2016 and recertified in 2018, improving upon our 2016 score by 23% in our recertification. In the most recent awards in 2019, we were honored to be recognized as B Corp Best for the World in four categories: Customers, Workers, Governance and Changemakers.2 We believe this recognition highlights our ongoing commitment to building a values-aligned organization and demonstrating that business can be a force for good for all stakeholders. We are proud of the significant and measurable strides we made in improving our impact as a Certified B Corporation and look forward to opportunities to continue deepening our impact in the future.

Learn More

For more information about B Corps, please visit bcorporation.net.

1As of March 11, 2021, per bcorporation.net

2Please see important disclosures on our disclosures page and important information on methodology at the following links: Customers, Workers, Governance, Changemakers


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Wetherby’s status as both a Certified B Corporation® and a Certified San Francisco Green Business is indicative of our commitment to enhanced social, environmental and governance standards. It is not intended to represent Wetherby’s investment capabilities or performance. For additional details regarding Certified B Corporations® please visit www.bcorporation.net; for San Francisco Green Business please visit www.sfenvironment.org/green-businesses.

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