Invest in GreenPortfolio
Find a financial advisor you can trust to prioritize your wealth and planet health
Highlights
Featured Investors
Humanitarian, Sherpa, Philanthropist, Social Entrepreneur, Mentor, Early Stage Investor, Leadership, Author, Public Speaker.
evanjsegal.com“I am honored to support GreenPortfolio, led by co-founders Bonnie Gurry & Elizabeth Landau. Blending the best of fintech and climate innovation, they have created an innovative approach to responsible investing. By connecting clients with values-focused financial advisors, they’ve not only tapped into the immense potential of the great wealth transfer but have also ignited a movement that will exponentially amplify the impact of every individual.”
R/GA Ventures works with startups and corporations to create a more human future.
ventures.rga.com“We identified GreenPortfolio as a start-up with disruptive technologies and ideas, allowing consumers to align their financial decisions with their environmental values in a way that can drive change. Inspired by this potential, we supported GreenPortfolio with the financial, creative, and relationship capital necessary to drive growth and returns. The mission of R/GA Ventures' Future Climate Venture Studio is to identify, support, and collaborate with the startups addressing the most critical dimensions of the climate challenge, including decarbonization, alternative energy, planetary resilience, social impact, and more.”
Other investors include ,
Our Team
GreenPortfolio: Accelerating the Great Green Wealth Transfer
Click here to view our full deck.
The Great Wealth Transfer: A Shift in Values
We stand at the cusp of a massive shift, a ‘Great Wealth Transfer’ as they call it, and it’s not just about money; it's about values.
We're witnessing our generation, millennials, who are not only accumulating wealth—over 6 million households with a net worth exceeding $500,000—but we are also demanding that our investments align with our principles.
Millennials are driving a demand for sustainable investing, and a staggering 96% of them want their money to make a positive impact on the world. This is where GreenPortfolio steps in.
GreenPortfolio Bridges the Gap Between Wealth and Impact
But this isn't just about the next generation; it's about all of us. It’s about building a future where our financial decisions actively contribute to a healthier planet. The current landscape is not meeting these needs. We have this incredible desire for sustainable investing from millions of millennials, yet the legacy financial industry is not adapted for this.
That’s why we built GreenPortfolio, a platform designed to bridge the gap between wealth and impact. We're an SEC registered algorithmic engine designed to accelerate this green wealth transition. We’ve created a system where you can effortlessly link your existing financial accounts and see a breakdown of your climate impact, using our proprietary ratings model across 20,000+ stocks, funds, and banks. The platform also connects you with licensed financial advisors who share your commitment to both financial goals and positive environmental impact.
Digital First: Reaching the Next Generation
What’s even more exciting is that millennials are embracing the digital first approach to find the right financial advisor. They are relying on digital recommendations much more than family or friends. 30% of millennials already rely on digital ads and online tools to connect with advisors.
This is where GreenPortfolio stands out from the competition by delivering personalized referrals, client-driven contact and impact focus.
Proof in the Traction: Scaling Rapidly
In the short time since launching our algorithmic matching in October, we’ve already booked significant annual recurring revenue, exceeding our projections. 6% of matched clients are signing with an advisor within the first eight weeks of using our service. We have a clear path to scale, and we are seeing an average of $1.2 million in client assets and $275,000 in income from the clients using the platform.
Our Scalable Business Model
Our business model is simple and effective:
Advisors pay GreenPortfolio a percentage of their advisory fee for every signed referral for as long as the account exists.
This means that for every $1 million referred to the GreenPortfolio Advisor Network, we receive around $2500 of recurring annual revenue that increases as client accounts grow over time.
This is a scalable model built for rapid growth. Advisors are willing to pay for high-intent clients like those on the GreenPortfolio platform who are actively looking to align their money with their values.
Join the Movement: Invest in a Sustainable Future
We are inviting you to join us on this journey. As investors, you're not just backing a company; you're backing a movement towards a more sustainable financial future.
You're helping us reach more clients and scale faster, activate our marketing plan and launch new, advisor-focused services. Together we can make a difference. Reach out to us to learn more.
We believe that the future of finance is green, and with GreenPortfolio, we're not just predicting that future—we're building it.