Advisor Matching Service
How it Works
Find a financial advisor who prioritizes both your wealth and the planet’s health. We match you with vetted, climate-aligned advisors based on your financial and climate goals. Receive personalized recommendations and schedule meetings to find the perfect advisor for your climate-positive vision.
Financial advisors you can trust
Each advisor is carefully vetted based on a variety of factors:
Start by telling us about yourself
Fill out a short questionnaire to share your financial and climate goals.
Find your match
Receive three personalized recommendations for investment advisors who align with your climate-positive vision.
Start the Conversation
Reach out to determine which advisor resonates with you and your financial goals best.
Invest in your values.
Find the right advisor for you.
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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.
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