Our Methodology
Rigorous standards. Real results.
Built for the climate-conscious investor.
How we vet our advisors
We set the bar high so you can choose with confidence.
Our multi-step vetting process ensures every financial advisor in our network meets the highest bar for credentials, ethics, and environmental commitment.
Our advisor vetting standards
Regulatory compliance & credentials
Every advisor undergoes SEC filing reviews for both the individual and their firm. We also review all professional licenses and registrations.
Background checks
We conduct thorough background checks before any advisor joins our network. If something's off, they don't make the cut.
Proven expertise
Our advisors aren't new to this. Most bring 18+ years of experience managing client portfolios and navigating real market conditions, not just hypotheticals in textbooks.
Fiduciary responsibility
Every advisor in our network is held to fiduciary standards, meaning they are legally and ethically required to put your interests first — always. You’ll receive advice that's right for you.
Climate focus
We conduct a detailed review of each advisor's climate frameworks and investment philosophy, examining how their commitments actually show up in the portfolios they manage. Caring about climate can't just be a marketing claim.
Exceptional service
Beyond credentials, we evaluate advisors for professionalism and communication style. You deserve an advisor who is respectful, responsive, and genuinely easy to work with.
✓ 3 matches ✓ 5 minutes ✓ Free
✓ 3 matches ✓ 5 minutes ✓ Free
Our climate scoring methodology
Climate data has existed for years. We make it work for you.
GreenPortfolio draws on corporate data to power our proprietary calculation method to score public companies, banks, and even your own finances for real climate impact.
3 core categories
Business operations
How a company runs day to day, sources its energy needs, and assesses climate impact
Emissions
Greenhouse gas output, including Scope 1, 2, and 3 emissions data where available
Future plans
Climate targets, net-zero commitments, and credibility of transition strategies
What makes our scorecard different
Climate-first
No more greenwashed ESG funds with coal hiding inside. We focus exclusively on real climate metrics that matter.
Transparent
We give you the honest truth — no spin — so you can confidently understand your impact and make a change.
Comprehensive
20,000+ companies, funds, and banks measured for emissions, climate targets, and more.
Personalized
Your portfolio, your impact — all in one place, so your scorecard reflects your actual financial life.
Curious what's out there?
No cold calls. No pressure. Connect when you're ready.
Browse your personalized advisor matches.
No cold calls. No pressure. Connect when you're ready.
✓ 3 matches ✓ 5 minutes ✓ Free
✓ 3 matches ✓ 5 minutes ✓ Free
Company
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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.
©2026 GreenPortfolio Inc.