Asset Manager

Updated:

Renaissance Administration LLC

Ren’s donor-advised fund (DAF) and charitable solutions technology is the most widely-utilized within leading financial institutions. Also available to...

Renaissance Administration LLC

Ren’s donor-advised fund (DAF) and charitable solutions technology is the most widely-utilized within leading financial institutions. Also available to independent Financial Advisors.

General information

Firm type

Asset Manager

Year founded

1987

Location

Region

North America

Country

United States

City

Indianapolis

Corporate office

8888 Keystone Crossing, Suite 1200, Indianapolis, IN 46240, United States

Principals

Joe Fisher

President & CEO

Sam Peterson

CTO

Gideon Taub

Chief Strategy Officer

Brian Thomson

Chief Financial Officer

Michael Fiore

Chief Revenue Officer

Kari Hernandez

Chief Growth Officer

John Castles

Chief Product Officer

Tony Batuello

EVP Client Services

Michele Hoza

General Counsel

Sector focus

FinTechPhilanthropyAsset & Wealth ManagementFinancial Services Technology

Frequently asked questions

Who runs investment decisions at Ren?

Joe Fisher is President and CEO. The executive team also includes Sam Peterson (CTO), Gideon Taub (Chief Strategy Officer), Brian Thomson (CFO), and others. Investment decisions for donor-advised funds are delegated to the individual DAF program sponsor, not to Ren itself.

Is Ren structured as a family office or a tech services firm?

Ren is a for-profit technology and services company, not a family office. It operates as a DAF platform provider, powering charitable giving programs for wealth management firms and institutions.

What assets does Ren manage?

Ren reports supporting over $200B in charitable assets. The firm does not manage those assets itself — it provides the administrative and technology infrastructure for DAF programs run by its institutional clients.

How did Ren start and who owns it?

Ren began in 1987 as Renaissance Inc., primarily administering charitable trusts. In 2023, Bain Capital Tech Opportunities and Valeas Capital Partners made a strategic investment. The firm’s ownership structure was not further disclosed.

Does Ren make direct investments or allocate capital?

No. Ren is a DAF platform provider, not an investment allocator. Its clients — wealth management firms and individual donors — decide where charitable assets are invested or granted.

What is Ren’s geographic footprint?

Ren is headquartered in Indianapolis, Indiana. Its charitable strategists and partnership teams are distributed across the United States, with advisor partnerships managers and support staff in multiple regions.

How does Ren differentiate from other DAF providers?

Ren's scale — over 150 institutional DAF programs and $200B+ in supported assets — allows it to offer a white-label platform, complex asset gift processing, and a dedicated support team. The firm also handles charitable trusts and complex gifts, including real estate and business assets.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on asset managers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

More Indianapolis Asset Manager profiles