Christian & Faith-Based Investing Industry Analysis

1. The Market — Size, Growth, and the Trillion-Dollar Gap

The Trillion-Dollar Gap

This is the most important number in the entire report:

88% of Christians say they want their investments aligned with their values. Less than 0.5% of Christian investment assets are actually in faith-based products.

Do the math: ~130 million Christian adults in the US × average household investable assets of $100K–$250K = $13–32 trillion in total Christian-held assets. Current faith-based AUM is $130 billion. That’s a 99.5% gap between stated intention and actual behavior. Even closing 5% of that gap represents $650B–$1.6 trillion in potential AUM flow.

Why the gap exists:

1. Awareness: Most Christians don’t know BRI exists.
2. Education: They don’t understand how it works or how to implement it.
3. Access: Their financial advisor doesn’t offer BRI products.
4. Inertia: Switching investments feels hard and risky.
5. Performance fear: They assume values-screening means lower returns.

Every one of these barriers is a business opportunity: newsletters for awareness, courses for education, tools for access, and communities for motivation.

Growth Trajectory

• Inspire: $35M → $4.275B in ~8 years. Ranked #218 on FT “Americas’ Fastest-Growing Companies 2025.” Inc. 5000 five years running.
• Faith-based ETF assets grew 14% in 15 months through mid-2024.
• New entrants: Global X launched the S&P 500 Christian Values ETF (CHRI) in September 2025.
• Praxis ETFs hit $100M in just 5 months post-launch.
• Christianity’s long-term US decline appears to be stabilizing (60–64% since 2019).

2. What BRI Actually Screens For

Standard Negative Screens (Exclusionary)

BRI funds exclude companies involved in:

Positive Screens (Emerging)

• Inspire Impact Score: Rates companies on alignment with biblical values and how they create “blessings” for customers, communities, and workforce.
• Eventide: Focuses on companies that “create compelling value for the communities they serve.” Investing for human flourishing.

Screening Database Coverage

Catholic vs. Protestant Screening Differences

Key insight: The Catholic and Protestant markets are meaningfully different. A tool or newsletter that lets users choose their denomination’s screening criteria (or customize their own) would serve both markets simultaneously.

3. BRI vs. ESG: The Political Dimension

The Anti-ESG Tailwind

BRI has become increasingly intertwined with the anti-ESG / anti-woke investing movement. Inspire’s CEO publicly renounced the “faith-based ESG” label. Anti-ESG ETFs have attracted $2B+ in assets (MAGA ETF, Azoria 500 Meritocracy ETF, etc.). The Trump era has been cited as a catalyst for accelerated faith-based investing growth.

Political tailwinds matter for business building: The anti-ESG narrative creates a cultural moment where conservative Christians are actively looking for investment alternatives. Content, newsletters, and tools that position clearly as “biblical, not woke” will resonate with this audience right now.

Shared Origins

Both BRI and ESG descended from Socially Responsible Investing (SRI), which originated in the 1960s when religious denominations protested companies profiting from the Vietnam War. The Quakers were among the first to apply values-based investment screens. The movements have now diverged sharply along political lines.

4. Faith-Based Funds & Asset Managers

The Competitive Landscape

Deep Dive: Inspire Investing

inspireinvesting.com

Growth story

$35M → $4.275B AUM in ~8 years. 577% absolute growth rate 2017–2020. FT Americas’ Fastest-Growing Companies #218 (2025). Inc. 5000 five years running.

Products

9 ETFs including:
• PTL (Inspire 500): $577.7M AUM, 0.09% expense ratio (S&P 500 tracker)
• IBD (Corporate Bond): $453.6M AUM
• WWJD (International): $419.6M AUM
• BIBL (Inspire 100): $250M+ AUM

Free screening tool

Inspire Insight: Screens 24,000+ stocks, mutual funds, and ETFs using the proprietary Inspire Impact Score. Free. This is the most powerful lead generation tool in BRI — investors screen their portfolio, discover misalignment, and naturally gravitate toward Inspire products.

Founder

Robert Netzly, formerly at Wells Fargo Private Client Division.

Why it matters

Inspire proved that BRI can compete on cost (0.09% is Vanguard-level). The free screening tool creates a funnel: awareness → screening → discovery of misalignment → switch to Inspire ETFs. This is the playbook to study.

Deep Dive: Eventide Funds

eventideinvestments.com

AUM

$6.4B (June 2025). Employee-owned. 74 employees.

Flagship

Eventide Gilead Fund (ETILX): $3.6B, mid-cap growth with above-average long-term returns.

Unique angle

“Investing that makes the world rejoice.” Positive screening — instead of just avoiding “sin stocks,” Eventide actively seeks companies that create value for communities.

Education arm

Eventide Center for Faith & Investing (faithandinvesting.com): courses for individual investors and financial advisors. This is a smart moat — education builds trust, trust drives AUM.

Deep Dive: Ave Maria Mutual Funds (Catholic)

avemariafunds.com

AUM

$3.8B (September 2025). Largest Catholic-oriented investing firm in the US.

Products

7 mutual funds plus Money Market Account. Flagship: Ave Maria Rising Dividend Fund (AVEDX).

Screening

Follows USCCB guidelines. Eliminates companies involved in abortion and anti-family practices per Catholic teachings.

Why it matters

$3.8B proves the Catholic market alone can support a major fund family. 65 million US Catholics represent a distinct sub-market with specific screening criteria.

New Entrant: Global X S&P 500 Christian Values ETF (CHRI)

Launched September 2025 by Global X (a major ETF issuer). Tracks the S&P 500 Christian Values Index. This is significant — it means mainstream ETF providers now see BRI as a viable market. The category is going from niche to mainstream.

5. The Christian Personal Finance Empires

Dave Ramsey / Ramsey Solutions

Revenue

$300M+ in 2025 (record). Some sources cite higher figures up to $515–$750M. 1,000–5,000 employees.

Audience

20 million+ weekly listeners on 600+ radio stations and digital platforms.

Product empire

• Financial Peace University (FPU): Nearly 10 million people enrolled. Offered by 13,111 organizations. Average household pays off $5,300 in debt in first 90 days.
• EveryDollar app: 70,000+ users. Free + Premium ($17.99/month or $79.99/year).
• SmartVestor Pro / RamseyTrusted: Financial advisors pay $7,500–$11,000/year for leads. Real estate agents pay $3,000 upfront + $400–$900/month.
• Foundations in Personal Finance: Curriculum in 10,000+ schools.
• SmartDollar: Employee financial wellness program.
• Ramsey Press: Publishing division.
• Live events: 1 million+ attendees.
• EntreLeadership: Business coaching.

Business model insight

The SmartVestor lead-gen model is the hidden gem. Ramsey builds trust with 20M+ listeners → listeners need a financial advisor → advisors pay $7,500–$11,000/year for warm referrals from a trusted Christian source. At potentially thousands of advisors in the program, this alone could be a $50M–$100M/year revenue stream. Any platform that builds Christian investor trust can monetize this way.

Crown Financial Ministries

crown.org

Revenue

~$5M/year (small nonprofit).

History

Merger of Larry Burkett’s Christian Financial Concepts (1976) and Howard Dayton’s Crown Ministries (1985). Current CEO: Chuck Bentley.

Reach

50 million+ people in 80+ nations. Radio on 1,100 stations (~2M listeners). Online learning, small groups, budget coaching, Career Direct.

Why it matters

Crown is the OG of Christian financial education (since 1976). But it’s a small nonprofit, not a media empire. The brand has massive recognition but minimal commercial ambition. Ripe for a modern competitor to build on the foundation Crown laid.

Ron Blue Trust

bluetrust.com

AUM

$16B+ in assets. 11,000+ clients across all 50 states.

Founder

Ron Blue, widely considered “the father of Christian financial planning” (since 1979).

Education arm

Ron Blue Institute (established 2012 at Indiana Wesleyan University): Biblical Personal Finance Curriculum for universities, churches, high schools, and financial professionals.

SeedTime (Bob Lotich)

seedtime.com

Audience

54 million+ readers/listeners over 15 years. 100,000+ newsletter subscribers. 5 employees.

Products

Blog, SeedTime Money podcast, courses, book (“Simple Money, Rich Life” — 2022 ICFH Book of the Year, 1,000+ 5-star Amazon reviews).

Why it matters

Bob Lotich proves a solo creator / tiny team can build a massive audience in Christian finance. 54M reach with 5 employees. The blog-to-book-to-course pipeline works.

Compass — Finances God’s Way

compassfinancialministry.org

Founded

2009 by Howard Dayton (after leaving Crown).

Products

Award-winning curriculum for homeschool, high school, college. Bible-based financial resources.

Approach

Bible-Based, Christ-Centered, Prayer Driven, Holy Spirit Led, Discipleship Focused. Global, interdenominational.

Empire Comparison

6. Key Organizations & Networks

Kingdom Advisors

kingdomadvisors.com

Members

~2,200–2,700 Christian financial advisors. ~1,500 hold the Certified Kingdom Advisor (CKA) designation.

Radio

Faith & Finance (Moody Radio), hosted by CEO Rob West. Airs on 1,000+ stations with 675,000 daily listeners.

Why it matters

Kingdom Advisors is the professional association for Christian financial advisors. The CKA designation is the credential. Any B2B play targeting Christian financial advisors goes through this network. A newsletter or tool endorsed by Kingdom Advisors has instant credibility with 2,700 advisors and their collective client base.

National Christian Foundation (NCF)

ncfgiving.com

Assets

$5.3B — 8th-largest US nonprofit. Largest Christian grantmaker in the world.

Total giving mobilized

$25B+ for 90,000+ churches, ministries, and charities.

What they do

Largest provider of donor-advised funds for Christian donors. Accepts non-cash assets (stock, real estate, business interests).

Why it matters

NCF represents the wealthiest tier of Christian donors. Their clients have complex portfolios that need values-aligned management. The giving-investing connection is direct: people who give generously also want to invest responsibly.

Faith Driven Investor

faithdriveninvestor.org

Founded by

Henry Kaestner (co-founder of Sovereign’s Capital, Chairman of Bandwidth.com).

Podcast

200+ episodes, spanning ~100 countries.

Conference

Annual virtual conference with 300+ watch party locations globally. ~2,000 attendees in 2025.

Community

Faith Driven Entrepreneur serves 1M+ Christ-following entrepreneurs.

Why it matters

Kaestner is building the movement infrastructure — podcast, conference, community, VC fund. The “Faith Driven” brand is becoming the umbrella identity for Christian business/investing activity.

Christian Investment Forum (CIF)

christianinvestmentforum.org

What they do

501(c)(6) trade association of Christian investment professionals. Defines BRI, promotes research, training, and networking.

Research

7+ years of BRI research. Becoming the go-to industry resource for BRI standards.

Catholic Impact Investing Collaborative (CIIC)

catholicimpact.org

Scale

40 pioneering Catholic institutions across 7 countries representing $40B+ in assets.

Focus

Aligning investments with Catholic Social Teaching. Institutional-focused but signals growing Catholic demand.

7. Content & Media Ecosystem

Radio & Podcasts

Apps & Digital Tools

Newsletters & Blogs

• Christian Investing (Substack) — By Christian Darnton. Thousands of subscribers. One of the few dedicated Christian investing newsletters.
• Faith Driven Investor Newsletter — Monthly compilation of podcast, blog, news, resources.
• SeedTime Blog/Newsletter — 100,000+ email subscribers. Personal finance focus.
• Timothy Plan Blog (Biblically Responsible Insider) — BRI-specific content.
• Inspire Blog — Regular content on BRI topics.

Education

The Content Gap

There is no “Morning Brew for Christian investors.” The Substack space is nearly empty. The podcast space is dominated by Ramsey (debt/budgeting) and Faith Driven Investor (entrepreneurship/VC). Nobody is producing regular, high-quality content specifically about investing from a biblical perspective for the retail investor. The person who has graduated from Financial Peace University and now has $50K–$500K to invest has almost nowhere to go for ongoing Christian investing content.

8. Tools & Platforms

BRI Screening Tools

What Doesn’t Exist (Yet)

• No BRI stock screener with modern UX. Inspire Insight is the best available, but it’s a screening tool embedded in a fund company’s marketing site, not a standalone product.
• No BRI portfolio analyzer. “Upload your 401(k) holdings and see which ones conflict with your values.”
• No customizable screening tool. Catholic, evangelical, and mainline Protestant screens differ. No tool lets you choose your denomination’s criteria.
• No BRI robo-advisor. Wahed does this for Islamic finance ($1B+ AUM). No Christian equivalent exists.
• No “Zoya for Christians.” Zoya (halal screener) has a clean mobile app screening 12,000+ stocks. Nothing comparable exists for BRI.

9. Islamic Finance: The $3.4T Parallel Market

Islamic finance is 25–40x larger than Christian BRI globally. It provides a roadmap for how faith-based finance scales.

Key Players

Wahed Invest

$1B+ AUM. 400,000+ investors in 130 countries. First automated Islamic investment platform (2017). $25M Series A (2020, led by Saudi Aramco Entrepreneurship Ventures). Products: ETFs (HLAL, UMMA), real estate, venture, pension, Islamic wills. Offices: NYC, DC, London, Dubai.

Saturna Capital / Amana Funds

Halal mutual funds reviewed by Shariah scholars. Above Average Morningstar Parent rating.

Azzad Asset Management

~$598M AUM. Only halal-screened mid-cap fund in US. First halal fixed-income fund in US.

Halal Screening Tools (The Blueprint for BRI)

Zoya

Screens ~12,000 US, UK, Canadian stocks. Email alerts for status changes. Suggests halal alternatives. Clean mobile app. This is what a Christian screening app should look like.

Musaffa

9,000+ stocks/ETFs for US, Malaysia, Indonesia. Free educational blog/academy. Muslim Investors Community forum.

What Christian BRI Can Learn from Islamic Finance

1. Standardized screening works. Shariah compliance has relatively clear, standardized criteria. BRI needs similar standardization (the CIF and BRII are working on this).
2. Mobile-first screening tools drive adoption. Zoya’s clean app is a powerful model. Christians need a “Zoya for BRI.”
3. Robo-advisors capture the mass market. Wahed’s $1B+ AUM with 400K+ users proves automated faith-based investing works at scale.
4. Community + education + tools is the winning combo. Musaffa combines screening + education + community forum. The integrated approach works.
5. Government support accelerates growth. Islamic finance benefits from regulatory frameworks in Muslim-majority countries. BRI has political tailwinds in the US (anti-ESG legislation).

10. Pain Points & the Funnel Gap

The 8 Pain Points

1. Discovery: Hard to find which companies and funds align with biblical values without specialized tools. Most Christians don’t know BRI exists.
2. Fragmentation: Dozens of fund families, each with different screening methodologies. No industry standard. Confusing for consumers.
3. Terminology confusion: BRI vs. ESG vs. SRI vs. faith-based vs. values-based — the market is muddled. Investors don’t know which is which.
4. Performance fear: Exclusionary screens can reduce diversification. Investors worry about leaving returns on the table.
5. Cost: Faith-based funds historically had higher expense ratios (though Inspire has brought costs down to 0.09%).
6. Lack of education: 88% want alignment but most don’t know how to achieve it. What does the Bible actually say about investing?
7. DIY challenge: 8 out of 10 faith-based investors invest independently, without professional guidance. They need tools, not just advisors.
8. No unified voice: Unlike ESG (which has MSCI, Sustainalytics), BRI has no single dominant rating provider or media voice.

The Funnel Gap

The Christian financial journey has a massive gap in the middle:

Stage 3 is the gap. The person who just finished Financial Peace University, has no debt, has an emergency fund, and now has $50K–$500K to invest — where do they go? Ramsey says “talk to a SmartVestor Pro.” But most people want to learn first, do it themselves, and understand the options. There is no dominant newsletter, course, or content brand that bridges Christian personal finance and Christian investing.

11. 12 Market Gaps & Opportunities

1. The “Morning Brew for Christian Investors” Newsletter

   Gap: The Christian investing Substack/newsletter space is nearly empty. No regular, high-quality newsletter covers investing from a biblical perspective for the retail investor. Ramsey covers debt. Faith Driven Investor covers entrepreneurship/VC. Nobody covers the middle.

   Opportunity: A daily or 3x/week newsletter covering markets, BRI fund picks, stock screening, biblical investing principles, and practical portfolio advice. Free tier with paid upgrade ($10–$20/month). Target the 88% who want alignment but don’t know how. The audience is 210 million US Christians.

2. “Zoya for Christians” — BRI Mobile Screening App

   Gap: Zoya (halal screener) has a clean mobile app covering 12,000+ stocks. Nothing comparable exists for BRI. Inspire Insight is web-only and embedded in a fund company’s marketing site.

   Opportunity: A beautiful, mobile-first app: scan any stock or fund for biblical alignment. Get a score. See which holdings conflict. Get alternatives. Customizable by denomination (Catholic, evangelical, mainline). Push alerts when holdings change status. Freemium: free basic screening, $5–$10/month for portfolio monitoring, alerts, and detailed reports.

3. BRI Robo-Advisor

   Gap: Wahed ($1B+ AUM, 400K+ users) proved automated faith-based investing works for Islamic finance. No Christian equivalent exists. 8 out of 10 Christian investors invest independently.

   Opportunity: A robo-advisor that automatically builds and manages a BRI-screened portfolio. Answer a questionnaire (risk tolerance + values preferences by denomination), get a managed portfolio. 0.25–0.50% management fee. Target: $500M AUM in 3 years = $1.25–$2.5M annual revenue at launch, scaling to $5B+ AUM ($12.5–$25M revenue) at Wahed-level scale.

4. “Biblical Investing 101” Course

   Gap: FPU teaches debt/budgeting (10M enrollees). No course teaches biblical investing. The jump from “I’m debt-free” to “I’m a confident BRI investor” requires knowledge that doesn’t exist in one place.

   Opportunity: An 8-module video course: what the Bible says about investing, how BRI screening works, how to evaluate funds, portfolio construction, retirement planning through a biblical lens. Sold to individuals ($199–$497) and licensed to churches ($999–$2,999 per church). Church licensing is the killer distribution channel — 380,000 churches in the US.

5. 401(k) BRI Audit Tool

   Gap: Millions of Christians have 401(k) accounts with employer-selected fund options. Most don’t know if their retirement savings align with their values. No tool helps them check.

   Opportunity: “Upload your 401(k) fund list. We’ll tell you which funds align with your values and which don’t.” Free basic audit → paid report with alternatives and action plan ($29–$49). Cross-sell to BRI funds, newsletter, and advisor referrals.

6. Christian Investor Community Platform

   Gap: No dedicated online community for Christian investors exists. Faith Driven Investor has an annual conference but not an ongoing community. Church small groups discuss budgeting (Crown, Compass) but not investing.

   Opportunity: A community (Discord, Circle, or custom) where Christian investors discuss stocks, funds, and strategies through a biblical lens. Free tier (general discussion) + paid tier ($20–$50/month for expert Q&A, portfolio reviews, monthly webinars with fund managers).

7. BRI Advisor Lead Generation Platform

   Gap: Ramsey’s SmartVestor model ($7,500–$11,000/year per advisor for leads) is hugely profitable but walled within the Ramsey ecosystem. Kingdom Advisors has 2,700 members but no consumer-facing lead generation engine.

   Opportunity: A “Find a Christian Financial Advisor” directory with BRI-specific matching. Consumers answer values questions, get matched with CKA-designated advisors. Advisors pay $3,000–$7,500/year for leads. At 500 advisors: $1.5M–$3.75M/year.

8. Catholic Investing Newsletter/Platform

   Gap: 65 million US Catholics have different screening criteria (USCCB guidelines include contraception, Laudato Si’ environmental concerns, shareholder engagement mandates) that Protestant BRI doesn’t cover. Ave Maria ($3.8B) is the only major Catholic fund. The Catholic investing content space is almost completely empty.

   Opportunity: A newsletter and screening tool specifically for Catholic investors, following USCCB guidelines and Catholic Social Teaching. The CIIC ($40B+ in institutional Catholic assets) signals enormous demand. Catholic parishes (17,000+ in US) are the distribution channel.

9. BRI ETF Model Portfolio Service

   Gap: Financial advisors who want to offer BRI must research and assemble portfolios manually from 850+ faith-based funds. No turnkey model portfolio service exists specifically for BRI (OneAscent offers something similar but at scale).

   Opportunity: B2B SaaS for financial advisors: pre-built BRI model portfolios across risk profiles. $200–$500/month per advisor. White-labeled client reports. Integrates with custodians. Kingdom Advisors’ 2,700 members are the initial market.

10. Christian Financial Influencer / Creator Brand

    Gap: Kyla Scanlon proved economic content works on TikTok/Instagram for Gen Z. No Christian financial influencer is doing the same with biblical investing content. Young Christian adults (24–34) are the most generous tithers and most engaged with Christian media.

    Opportunity: Short-form video content on TikTok, Instagram Reels, YouTube Shorts explaining BRI, breaking down faith-based funds, showing how to screen stocks. Build audience → launch newsletter → launch course. The Gen Z Christian investor creator doesn’t exist yet.

11. Church-Licensed Investing Curriculum

    Gap: FPU is in 13,111 churches but only covers debt/budgeting. Crown and Compass cover similar ground. No church curriculum covers investing. The next step in the discipleship journey is missing.

    Opportunity: A 6–8 week church small group curriculum on biblical investing. Licensed to churches at $999–$2,999. Includes video teaching, workbooks, discussion guides, and screening tool access. 380,000 US churches = massive distribution.

12. BRI Performance Tracker & Benchmark

    Gap: No public, independent tracker shows how BRI funds perform against conventional benchmarks. Investors worry about performance but have no data. The Global X CHRI launch creates a benchmark but it’s brand-new.

    Opportunity: A public dashboard tracking BRI fund performance vs. S&P 500, total bond market, etc. Free content that demolishes the “values = lower returns” myth. Massive SEO and social sharing potential. Cross-sell to newsletter and screening tool.

12. Newsletter Playbook

Positioning: “The Faithful Investor”

A 3x/week newsletter for Christians who have moved past budgeting/debt and are ready to invest with purpose. Not a generic Christian finance blog. Not a fund company’s marketing. An independent voice covering markets, BRI funds, stock screening, and practical portfolio advice through a biblical lens.

Phase 1: Launch (Months 1–6)

1. Start on Substack. Built-in discovery, payment processing, email delivery. The Christian Substack ecosystem is growing but the investing niche is nearly empty.
2. Publish 3x/week.
   • Monday: “Markets & Morals” — weekly market recap through a BRI lens
   • Wednesday: Deep-dive — BRI fund review, stock screening breakdown, or biblical investing principle
   • Friday: “The Faithful Portfolio” — practical action item (rebalance suggestion, new fund spotlight, screening tip)
3. Distribution channels:
   • Twitter/X: Christian FinTwit is small but passionate. Post BRI screening results, fund comparisons.
   • Instagram/TikTok: Short-form video explaining BRI concepts. “Did you know your 401(k) might fund [X]?”
   • Church partnerships: Offer free content to church finance ministries. FPU alumni groups are the ideal audience.
   • Podcast guest circuit: Appear on Faith & Finance, SeedTime, Christian Financial Perspectives.
4. Build a “Is Your Portfolio Biblical?” quiz/tool. Free lead magnet that goes viral in Christian circles. Share your portfolio, get a biblical alignment score, subscribe for the full report.

Phase 2: Monetize (Months 6–18)

1. Paid tier at $10–$15/month. Free gets Monday recap. Paid gets all three + BRI fund rankings + model portfolio + monthly webinar.
2. Target: 10,000 free, 300–500 paid. Revenue: $36K–$90K/year.
3. Advisor referral program. Partner with CKA-designated advisors. When subscribers need an advisor, refer them. Advisors pay $2,000–$5,000/year for referral access. The SmartVestor model at smaller scale.
4. Fund company sponsorship. BRI fund families (Inspire, Eventide, Timothy Plan) pay to sponsor issues. They need to reach Christian investors. Your audience is their target market. $500–$2,000 per sponsored issue.

Phase 3: Scale (Months 18–36)

1. Launch podcast. Interview fund managers, CKA advisors, theologians on money. Cross-promote with newsletter.
2. Launch church curriculum. Repurpose newsletter content into a small group course. License to churches.
3. Build the screening tool. The newsletter audience becomes the beta testers and first customers.

Revenue Model at Scale

13. Course Playbook

Course: “Biblical Investing 101”

The next step after Financial Peace University. For Christians who are debt-free and ready to invest with purpose.

Pricing & Distribution

Distribution insight: The church licensing model is the unlock. FPU is in 13,111 organizations because churches license it for small groups. A “Biblical Investing 101” course positioned as “the next step after FPU” has a built-in distribution channel through those same 13,111 organizations. 380,000 US churches total.

14. SaaS & Screening Tool Playbook

Product Vision: “FaithScreen”

The Zoya of Christian investing. A beautiful, mobile-first app for screening stocks and funds against biblical values.

Core Features

Pricing

Revenue Projections

Go-to-Market

1. Free “Is Your Portfolio Biblical?” tool. This is the viral lead magnet. Christians share it in church groups, social media, and family group chats.
2. Partner with newsletter writers and podcasters. They promote the free tool. You give them affiliate revenue on conversions.
3. Church partnerships. Offer free screening tool access to FPU alumni groups and church finance ministries.
4. Kingdom Advisors partnership. Offer the Advisor tier to CKA members. Their endorsement opens 2,700 advisor relationships and their collective client base.

15. Community Playbook

Why Community Works for This Audience

Christians already organize in communities (churches, small groups, Bible studies). The small group format is deeply familiar. Investing is inherently social (people want to discuss, learn, get encouragement). Yet no dedicated community exists for Christian investors.

Option A: Discord / Circle Community

Option B: Church Small Group Integration

Instead of a standalone digital community, build an investing discussion curriculum designed to run as a church small group (8 weeks, weekly meetings). The physical community already exists in churches. Provide the content, structure, and tools. Churches license the curriculum. Members join the online community after the 8-week program ends.

Option C: Annual Conference + Ongoing Community

Faith Driven Investor runs an annual virtual conference (~2,000 attendees, 300+ watch parties). Combine an annual conference with a year-round community. The conference is the acquisition event; the community is the retention product. Conference: free or $99 (companies sponsor). Community: $20–$40/month.

16. Verdict & Best Bets

The Industry in One Sentence

A $130B+ market serving <0.5% of a $13–32 trillion addressable opportunity, where 88% of the target audience explicitly wants what you’re building, the content ecosystem has a massive gap between “get out of debt” and “invest with biblical values,” and the Islamic finance market ($3.4T) provides a proven roadmap for scaling faith-based financial products 25–40x larger.

Best Bets

The Optimal Stack

1. Launch newsletter + social media presence (Month 1–3). Build audience. Establish voice. Cost: $0.
2. Build free “Is Your Portfolio Biblical?” screening tool (Month 3–6). The viral lead magnet that drives newsletter signups. Every Christian who uses it shares it with their church group.
3. Launch paid newsletter tier + fund company sponsorships (Month 6). Revenue: $50K–$200K/year.
4. Launch community (Month 6–9). Newsletter subscribers become community members. Paid tier. Revenue: $50K–$200K/year.
5. Create church curriculum (Month 9–12). Package the best content into a licensable small group program. Revenue: $100K–$500K/year.
6. Scale screening tool into paid SaaS (Month 12+). Add portfolio analyzer, 401(k) audit, denomination customization, advisor tier. Revenue: $500K–$3M/year.
7. Launch advisor lead-gen program (Month 12–18). Partner with CKA advisors. Revenue: $500K–$3M/year.

Year 3 total revenue potential of the full stack: $1.5M–$8M.

Why Now

• Anti-ESG tailwinds. Political and cultural backlash against ESG is driving demand for alternative values-based investing frameworks. BRI is the natural beneficiary.
• Inspire proved the market. $35M to $4.275B in 8 years. If Inspire can grow that fast selling ETFs, content and tools businesses can grow faster with lower capital requirements.
• Global X CHRI launch. A major ETF issuer entering the space signals mainstream legitimacy.
• 88% want it. The demand is not speculative. Nearly 9 in 10 Christians say they want values-aligned investing. The problem is purely awareness, education, and access.
• The content gap is real. No one owns “Christian investing content.” Ramsey owns debt/budgeting. Faith Driven owns entrepreneurship. The investing middle is wide open.
• Church distribution channel. 380,000 US churches. 13,111 organizations already running FPU. The distribution infrastructure exists and is waiting for the next product to license.

The One-Line Pitch

“Helping the 88% of Christians who want their investments to align with their faith actually do it — starting with a newsletter and free screening tool, expanding into the platform that every Christian investor and biblical financial advisor uses.”