Kat Taylor Named to Forbes’ 50 Over 50 Investment List for Pioneering Ethical Finance
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California banking leader honored for building a regenerative financial model that serves people, planet, and long-term prosperity
SAN FRANCISCO (July 30, 2025)— California’s Kat Taylor, co-founder of Beneficial State Bank, has been named to Forbes’ 50 Over 50: Investment list, a national recognition honoring women over the age of 50 who are redefining power and driving transformative impact. This year’s list spans four categories—investment, lifestyle, impact, and innovation—and highlights trailblazers reshaping their fields through bold leadership. With the list now in its fifth year, Taylor joins fellow 2025 honorees such as journalist and former First Lady of California Maria Shriver, TIAA’s Thasunda Brown Duckett, JPMorganChase’s Marianne Lake, and Nvidia’s Colette Kress.
“It’s an honor to be included in Forbes’ 50 Over 50: Investment list amongst so many other talented changemakers,” said Kat Taylor. “Our financial system has long served the privileged few, often at the expense of under-resourced communities and the environment. We built Beneficial State Bank to prove that banking can be a non-exploitative tool for restorative justice. This honor validates that regenerative finance is not only viable, but necessary to drive systems change that benefits all and harms none.”
Forbes chose Taylor for her groundbreaking work in ethical banking and fair finance. In 2007, she launched Beneficial State Bank with a radical premise: that a financial institution could be both profitable and deeply committed to the public good. Departing from extractive capitalism, the bank was built on a triple-bottom-line model—prioritizing people, planet, and prosperity. Today, it remains fossil-free certified, avoids harmful industries, and lends exclusively to projects that support racial, economic, and environmental justice.
Since its founding, Beneficial State Bank, one of the highest performing B Corps, has grown to over $1.8 billion in assets and helped finance thousands of community-driven initiatives across the western U.S. Its innovative ownership structure ensures that profits benefit the public through a nonprofit foundation, rather than private shareholders. Read more about the bank’s impact in the 2023 Beneficial State Bank Impact Report.
Honorees in other categories, such as lifestyle, impact, and innovation, include actress Halle Berry, astronaut Sunita Williams, and author Isabel Allende. The full list is available at Forbes.com.
About the Office of Kat Taylor
Kat Taylor is involved in a variety of social enterprises, public benefit and philanthropic ventures. She is the co-founder and board chair of Beneficial State Bank, a Community Development Financial Institution, whose mission is to bring beneficial banking to under-resourced communities in an economically and environmentally sustainable manner. Taylor is also the co-owner of TomKat Ranch, a cattle ranch that uses ecologically sound practices and research to demonstrate, inspire, and proliferate the adoption of regenerative agriculture. Taylor serves, and has served, on many nonprofit boards, including CuriOdyssey, Ecotrust, Good Samaritan Family Resource Center, the Harvard Board of Overseers, Insight Prison Project, KQED, ProPublica and Yerba Buena Center for the Arts.