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Swell

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uuid0003tc3

Namestring
Swell
Websiteurl
swellinvesting.com
Company typeenum
Private
Founded yearint
2015
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersSanta Monica, United States
HQ citystring
Santa Monica
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
impact investing, thematic investing, ESG portfolios, retail wealth platform, sustainable investing
Industry3 codes
1Impact Investing (Intentional, Measurable Social/Environmental Outcomes)
CodeFSAAALACPrimaryYes
2Impact / ESG Multi-Manager Platforms
CodeFSANAGAJPrimaryNo
3Impact Investing & Social Finance (Funds, CDFIs, Microfinance)
CodeBPAGALAAPrimaryNo
NAICS code4 codes
  • Portfolio Management and Investment Advice52394
  • Portfolio Management and Investment Advice523940
  • Other Investment Pools and Funds5259
  • Open-End Investment Funds525910
SIC code2 codes
  • Investment Advice6282
  • Services-Prepackaged Software7372
Product category
Impact Investing Platform
Social media profiles1 record
Cost components5 values
Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
GTM typeB2C
B2C
Offering typeSoftware
Software
Core offering1 text field

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
Functional benefit
Problem solved
Product and service1 record
1Impact Investing Platform
CategoryImpact Investing
Description

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.

No data
Peers10 records
1Betterment
TypeBroad incumbent
Description

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.

2Stash
TypeBroad incumbent
Description

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.

3SoFi Invest
TypeBroad incumbent
Description

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.

4Wealthsimple
TypeDirect peer
Description

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.

5EarthFolio
TypeDirect peer
Description

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.

6Acorns
TypeBroad incumbent
Description

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.

7Greenlight Capital (and similar ESG asset managers)
TypeBroad incumbent
Description

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.

8Aspiration
TypeDirect peer
Description

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.

9Ellevest
TypeDirect peer
Description

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.

10OpenInvest
TypeDirect peer
Description

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

Classification, Details

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
Yes
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles4 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds1 record

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors1 record

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Swell

Impact Investing Platformswellinvesting.com

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

  • Impact investing
  • Thematic investing
  • ESG portfolios
  • Retail wealth platform
  • Sustainable investing

Where Swell is headquartered

Location

Headquarters

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 offering

Core 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 profile

Ideal customer profiles1 record

Swell technology and API

Technology

Technology focussed Yes

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Swell competitors and assessment

Company assessment

Broad 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 presence

Swell financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Swell leadership team

Management profile

Number of profiles

Profiles4 records

Swell funding detail

Funding detail

Funding 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 investment

M&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.

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Tech-StackMeasuring the ROI of AI: Key Metrics and StrategiesA blog post by Arun Chandrasekaran, Gartner's Distinguished Vice President Analyst, cites a prediction that over 50% of enterprise GenAI models will be industry- or function-specific by 2027, and outlines a step-by-step guide to measuring AI ROI. It cites Deloitte data showing customer service, IT operations and decision-making as top return areas, plus case studies including a hospital AI platform with 451% ROI over five years, PayPal's 11% loss reduction, and Swell Investing's closure.Business InsiderSwell, a do-good investing app with $33 million in assets, is shutting downSwell, an ESG investing app, is shutting down and will close accounts with zero or negative balances. The company had $33 million in assets and 14,000 clients as of April. Customers can access accounts through August 30 without losing money.Business Insider2 fintech startups want to help new investors do good with their money, but it’s not clear if their dollars will make a differenceCOIN, backed by John Hancock, launched a fintech platform for first-time investors to fund ESG-themed stocks, charging 0.75% annually and requiring $50 to start. Swell, a similar platform, manages $33 million across 14,000 accounts. Critics question whether small investments make a difference, while advocates see retail demand driving a market shift.PR NewswireThe Next Wave of Socially Responsible Investors Has ArrivedSwell Investing released its 2018 "Money Meets Morals" study showing that 84% of Gen Z investors aged 18-24 are either already invested in or plan to invest in socially responsible and impact investments, with 52% saying they plan to start in the future. The study, conducted by Harris Poll among more than 2,000 US adults, found that 31% of Gen Z investors would be willing to allocate 50% or more of their portfolio to such investments, compared to 25% of Millennials, 18% of Gen X, and 11% of Boomers. Nearly two in three Gen Zers (63%) and Millennials (65%) said the current political environment influences their interest in these investment strategies.PR NewswireSwell Investing Launches Diversified Impact Portfolio Poised For ReturnsSwell Investing announced the launch of the Swell Impact 400, a new portfolio of 400 public equities diversified across sectors and aligned with all 17 United Nations Sustainable Development Goals, with a $50 minimum investment. The portfolio selects companies based on revenue derivation from UN SDGs and diverse board/executive composition, and has achieved a 30% total return net of fees since inception through June 30, 2018. The CEO projects that more investors will move portfolios into impact investing over the next decade as more products become available to meet their needs.Business InsiderThis socially responsible investing platform considers how companies make their moneySwell CEO David Fanger explains that his platform selects companies based on core business revenue alignment with UN Sustainable Development Goals, not just ESG ratings. He cites examples like Mohawk Industries and Xylem, and notes Swell's portfolios have outperformed the Russell 3000 since 2016.PR NewswireNearly Three in Four Millennials Experience "Ecoanxiety"Swell Investing commissioned The Harris Poll to conduct an online survey of 2,029 U.S. adults from April 5-9, 2018, measuring the psychological effects of negative environmental news. The survey found that 72% of millennials (ages 18-34) report that watching, hearing, or reading negative news stories about the environment impacts their emotional well-being, compared to 56-57% for older age groups. The release also highlights that while only 13% of American adults invest in environmentally responsible companies, 20% of millennials do so, with Swell CEO Dave Fanger promoting impact investing as a solution.PR NewswireFor Millennials, Investing and Values Go Hand In HandSwell Investing announced results from its 'Money Meets Morals Study,' conducted online by Harris Poll among more than 2,200 US adults including 436 millennial investors. The study found that 78% of millennial investors are currently investing in or plan to invest in socially responsible and impact investing options, though 49% cannot name the top three companies in their portfolios and 19% say they do not understand these types of investments.PR NewswireImpact Investing For Your Future: Swell Introduces Impact IRAsSwell Investing announced two new platform updates including the ability to open an IRA and rollover existing 401(k) or IRA accounts, along with a new $50 minimum investment option to expand accessibility to impact investing. The platform, incubated by Pacific Life and built in partnership with design firm IDEO, has grown its investor base by approximately 20% week-over-week since launching in May 2017, with average account balances exceeding $4,000. Swell offers six thematic portfolios focused on environmental and social challenges, having returned up to 30% to investors since inception in September 2016 through July 2017.BustleHow Can I Start Investing With Just $5? 9 Apps & Resources Worth Checking OutBustle's Get Money series profiles nine investing apps for starting with as little as $5, including Acorns, Stash, and Swell. A survey of over 1,000 Millennial women found more than half never discuss personal finances with friends. The apps offer micro-investing, fractional shares, and automated portfolio management.