Align your wealth with your values
Make your money work for you and the planet. Find trusted financial advisors who can do the same.
Trusted by professionals, entrepreneurs, and
their families to power sustainable investing
As featured in
Vetted experts who just get it
Our advisors bring a depth of experience in sustainable investing. As a registered investment adviser, we match you with professionals who align with your financial and climate goals.
We handle the research
Background checks, reviewing credentials, and more — we've done the work. You focus on your future.
Wondering about how we vet financial advisors?
On your terms
Work with advisors who respect your preferences and communication style. Build lasting wealth without the pushy sales tactics – just straightforward expert guidance plus ongoing support from GreenPortfolio.
Want to DIY instead?
We score investments and bank accounts for climate impact so you know where you stand.
Why GreenPortfolio?
What sets us apart from a generic search or a personal recommendation is our comprehensive verification process. We conduct the detailed background research, credential checks, and sustainability assessment that most investors don't have the time or resources to do themselves.
Regulatory Compliance
SEC filing reviews of individuals and firms
Identity Verification
Background checks and verification of all professional licenses and registrations
Proven Depth of Expertise
Superb qualifications with most advisors bringing 10+ years of expertise
Climate Focus
Detailed review of climate commitment and verification of their frameworks
Fiduciary Responsibility
Advisors who demonstrate the highest standards of putting clients' interests first
Exceptional Service
Respectful, professional partners in their communication style and approach
Company
Support
GreenPortfolio is registered with the U.S. Securities and Exchange Commission as an investment adviser.
GreenPortfolio does not directly manage client funds, securities, or assets. GreenPortfolio provides algorithmic climate scoring of users' investment portfolios and recommends users to third-party investment advisers. For more details about GreenPortfolio’s business operations, services, and referral fees, see GreenPortfolio’s legal documents and disclosures here.
The articles and support materials found on this website are for informational purposes only and do not constitute investment advice or recommendations of any investment strategy. GreenPortfolio aims to keep all information on this website current and accurate, however, please complete your own due diligence before making any financial decisions.
©2025 GreenPortfolio Inc.