Swell
- Company typePrivate
- Founded2015
- HeadquartersSanta Monica, United States
- Headcount11–50
- GTM typeB2C
- OfferingSoftware
Swell firmographics
Firmographics- Name
- Swell
- Website
- https://swellinvesting.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Swell industry classification
Industry- Product category
- Impact Investing Platform
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Other Investment Pools and Funds (5259), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282), Services-Prepackaged Software (7372)
- akta.pro primary industry
- Impact Investing (Intentional, Measurable Social/Environmental Outcomes) (FSAAALAC)
- akta.pro secondary industries
- Impact / ESG Multi-Manager Platforms (FSANAGAJ), Impact Investing & Social Finance (Funds, CDFIs, Microfinance) (BPAGALAA)
Keywords
Where Swell is headquartered
LocationHeadquarters
- HQ city
- Santa Monica
- HQ country
- United States
- HQ region
- North America
Markets served
Swell business model
Business model- GTM type
- B2C
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Swell product offering
Product offeringCore offering
Swell runs an impact investing platform that lets individual investors build portfolios composed of investments aligned with themes such as sustainability, social responsibility, and good governance. The company curates these thematic portfolios and manages them on behalf of users, with the stated goal of delivering both financial return and measurable positive impact.
Differentiator
Problem solved
Functional benefit
Products and services
- Impact Investing Platform Digital platform that enables individual investors to build and hold portfolios of investments aligned with themes such as clean energy, sustainability, and social responsibility, curated and managed on the investor's behalf.
Companies that use Swell
Customer profileIdeal customer profiles1 record
Swell technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Swell competitors and assessment
Company assessmentBroad incumbents
- Betterment: Betterment is one of the largest U.S. robo-advisors and offers socially responsible portfolio options as part of a broader, general-purpose investment platform. Adjacent competitor that overlaps with Swell on impact-tilted portfolio demand.
- Stash: Stash is a U.S. retail investing platform offering themed portfolios, including ESG and impact options, with a much broader user base and product breadth. Comparable as a digital, themed-portfolio retail investing platform.
- SoFi Invest: SoFi Invest is a broad retail-investing and wealth-management offering inside a larger personal-finance platform, with ESG-themed portfolio options. Adjacent competitor overlapping Swell's retail-investor base with materially greater scale.
- Acorns: Acorns is a U.S. retail micro-investing platform with themed portfolios including ESG/impact options. Comparable as a mass-market digital investing service competing for the same first-time retail investor.
- Greenlight Capital (and similar ESG asset managers): Greenlight is an example of a larger, established asset manager with explicit ESG/sustainable investment strategies across institutional and advised accounts. Comparable to Swell at the category level — sustainable investing — though serving a more institutional and high-net-worth client base.
Direct peers
- Wealthsimple: Wealthsimple is a Canadian retail investment platform with dedicated impact and socially responsible portfolio options. It serves a similar retail-investor segment with comparable values-aligned portfolio products.
- EarthFolio: EarthFolio was a sustainable- and impact-investing platform providing individually managed portfolios focused on ESG and sustainability themes. Highly comparable to Swell's stated impact-investing proposition.
- Aspiration: Aspiration is a sustainability-focused retail financial-services firm offering deposit, credit, and investing products with an explicit climate/social-impact positioning. It competes for the same mission-driven retail investor and overlaps with Swell's impact-investing thesis.
- Ellevest: Ellevest is a mission-driven digital wealth platform built for women, with portfolios that incorporate gender-lens and impact tilts. Comparable to Swell as a values-aligned, digital-first investment platform targeting under-served retail segments.
- OpenInvest: OpenInvest was a directly comparable impact-investing platform for retail and institutional clients, offering values-aligned, customizable portfolios. It occupied the same product niche as Swell — values-aligned, purpose-built investment portfolios — making it the closest direct peer.
Market position
Customer concentration
Swell social profiles
Digital presenceSwell financial estimates
Financial estimateRevenue estimate
Valuation estimate
Swell leadership team
Management profileNumber of profiles
Profiles4 records
Swell funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Swell M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Swell
What does Swell do?
Swell runs an impact investing platform that lets individual investors build portfolios composed of investments aligned with themes such as sustainability, social responsibility, and good governance. The company curates these thematic portfolios and manages them on behalf of users, with the stated goal of delivering both financial return and measurable positive impact.
When was Swell founded?
Swell was founded in 2015. It employs 11 to 50 people.
Where is Swell based?
Swell is headquartered in Santa Monica, United States, in the North America region.
Who are Swell's main competitors?
Broad incumbents on record are Betterment, Stash, SoFi Invest, Acorns and Greenlight Capital (and similar ESG asset managers). Direct peers are Wealthsimple, EarthFolio, Aspiration, Ellevest and OpenInvest.
Does Swell have an API?
No public API is recorded for Swell.
What industry is Swell in?
Swell's product category is Impact Investing Platform. Its primary akta.pro industry code is FSAAALAC, Impact Investing (Intentional, Measurable Social/Environmental Outcomes), with a secondary code of FSANAGAJ, Impact / ESG Multi-Manager Platforms. Its NAICS code is 52394 and its SIC code is 6282.