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Vetted advisors
Rigorous screening for credentials, experience, and integrity
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Personalized matches
We match you with advisors who fit your goals and values
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Climate-aligned
Connect with advisors who prioritize sustainable investing
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Registered fiduciaries
All advisors are SEC-registered fiduciary investment advisors
Who this is for
This might be exactly what you've been looking for
You want a financial advisor who actually gets sustainable investing
You're tired of sorting through generic directories
You want someone rigorously screened, not just recommended by word-of-mouth
You'd rather have honest, expert guidance than a sales pitch
How It Works
Match in less than 5 minutes
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1
Tell us about yourselfAnswer a few questions to share your financial and climate goals
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2
Get matchedReceive up to 3 personalized recommendations for vetted advisors who fit your priorities
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3
Review and reach outCompare your matches and connect with the advisors who resonate most
Why GreenPortfolio
Let us do the research so you can focus on your future
Most investors don't have the time or resources to thoroughly vet a financial advisor. That's why we do it for you.
Finding a financial advisor who understands sustainable investing can be time-consuming and hard to verify. GreenPortfolio helps by researching advisors in advance and matching you with options aligned with both your financial goals and your climate priorities.
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No guesswork on credentials
Most advisor directories just list names. We independently verify every license, registration, and professional background, so you're comparing options you can actually trust.
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Matched to your values, not just your assets
We factor in your climate priorities and communication preferences, not just your net worth. The result is a shortlist of advisors who actually fit how you think about money.
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Advisors who put you first, legally
Every advisor we work with is a registered fiduciary — meaning they're legally obligated to act in your interest, not earn commissions or push products.
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Sustainability you can verify
We don't accept "we consider ESG factors" at face value. We review each advisor's actual climate frameworks, screening criteria, and track record before they join our network.
Our vetting process
What we review before every match
Get matched with up to 3 vetted sustainable advisors — for free. Just answer a few questions to see your matches.
Frequently asked questions
Yes! GreenPortfolio does not charge you any fees. We simply facilitate the connection between you and a sustainable financial advisor as part of our mission to simplify your journey to greener finances.
Make your money work for you and the planet
Match with up to 3 sustainable fiduciary financial advisors.
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.
©2026 GreenPortfolio Inc.