GOODFOLIO

What GOODFOLIO does

GOODFOLIO is a London-based private company founded in 2021 that is presently self-described as an "applied AI platform scaling vertical AI propositions that solve real-world enterprise problems." Historically, the company was positioned as an ethical investment platform enabling individual investors to build personalized sustainable investment portfolios using sourced ESG impact data. By November 2021 the company had engaged a community of over 100 potential users and signed a letter of intent to manage over $1 million in assets upon launch, but the platform had not yet gone live at that point. The apparent repositioning from consumer ethical-investing to enterprise applied AI represents a material strategic pivot whose execution is not yet evidenced in the available data.

The company is registered as GOODFOLIO Ltd in England & Wales (Company Number 13402423) with a registered address at 20-22 Wenlock Road, London. Headcount is reported in the 11-50 band. Core technology architecture, proprietary features, and AI/ML methods have not been publicly disclosed; no patents, trademarks, API endpoints, SDKs, MCP integrations, or third-party certifications are on record. The source data explicitly flags the company as "Pre-revenue stage" with pricing not publicly disclosed and a hypothesized subscription/recurring revenue model.

GOODFOLIO has raised approximately $1.1M in disclosed funding across two rounds: $236,230 on 2021-11-21 and $873,480 on 2026-04-24, with investors and lead investors undisclosed in both cases. Leadership consists of founder and CEO Omid Pakseresht; no other management team members, board, or advisors are publicly identified. The company operates as a UK-domiciled private limited company with no parent, subsidiaries, M&A activity, or public listing.

Name

GOODFOLIO

Legal name

GOODFOLIO Ltd

Website

https://goodfolio.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

11–50 employees

Short description

GOODFOLIO is a London-based private company founded in 2021, originally positioned as an ethical/sustainable investment platform for individual investors and more recently self-described as an applied AI platform for enterprise vertical AI propositions. The company is pre-revenue with approximately $1.1M disclosed funding and 11-50 employees.

Ownership category

akta.pro rank

Product category

Enterprise AI Platform

NAICS

Computer Systems Design and Related Services (5415), Computer Systems Design Services (541512)

SIC

Services-Computer Programming Services (7371), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

AI Observability, Monitoring & Evaluation Platforms (Drift, Quality, Safety) (HDAEANAF)

akta.pro secondary industry

IT Asset Management (ITAM) Platforms (HDAEALAD)

Keywords

• Enterprise AI platform
• AI operating system
• Agentic workflow platform
• Vertical AI applications
• AI governance solutions

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Pre-revenue stage: Platform is preparing to launch. Revenue model not yet disclosed publicly.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

GOODFOLIO sells SEPANTA OS, an AI operating system for enterprise growth that maps organisational processes, deploys AI agents, software, and proprietary models with human gates, and enforces governance and policy across every agent, tool, and person. It offers ready-made applications (Finspector for financial promotions compliance, NuStream for retail shelf and demand analytics, GoodMora for organisational structure modelling, GoodProcess for operations reconstruction, and GoodMind for neuroimaging vision AI) deployable in days, alongside co-build and in-house strategic partnership deployment pathways.

Product overview

GOODFOLIO is an ethical investment platform that enables investors to build personalized sustainable investment portfolios. The company's sole product offering is a portfolio construction platform that incorporates impact data to support ESG-focused investment decisions. The platform was preparing to launch with over 100 engaged potential users and a letter of intent to manage over $1 million in assets.

Differentiator

Problem solved

Functional benefit

Products and services

• SEPANTA OS

Quantifiable outcome

• Pre-launch engagement with 100+ potential users

Segments1 record

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Nutmeg: UK-based robo-advisor offering diversified and ethical/SRI portfolio options to retail investors. Directly comparable as a regulated, subscription-based digital wealth platform targeting UK consumers with managed portfolios.
• Wealthify: UK ethical investment platform offering ethical, responsible, and sustainable portfolio plans to retail investors. Direct competitor in the UK sustainable investing segment with similar subscription model and ESG focus.
• Moneyfarm: UK- and Italy-based digital wealth manager with sustainable investment options. Comparable as a regulated robo-advisor serving European retail investors with diversified and ESG portfolio choices.
• Tickr: UK impact investment app focused on climate and social impact themes. Closely comparable as a UK-based retail platform emphasizing ethical/sustainable investing with impact measurement.
• Clim8 Invest: UK-based app focused exclusively on climate-positive and sustainable investing portfolios for retail investors. Direct competitor in the personalized UK sustainable investment niche.

Emerging players

• Wahed Invest: Global Shariah-compliant and ethical digital investment platform. Comparable as an ethics-screened robo-advisor targeting values-driven retail investors, though with a different ethical framework.
• Moneybox: UK saving and investing app offering ISA and pension products with ethical fund options. Comparable as a UK consumer investment platform, though broader than pure sustainable portfolios.

Broad incumbents

• Wealthfront: US-based leader in automated investing with strong portfolio customization and passive investing focus. Comparable business model and tech-enabled wealth platform, though primarily serving the US market.
• Betterment: US-based pioneer of robo-advice with socially responsible investing portfolio options. Comparable as a scaled subscription-based digital wealth platform with ESG offerings, primarily serving US customers.

Regional players

• True Wealth: Swiss robo-advisor offering personalized ETF portfolios including sustainable options. Comparable as a European digital wealth manager with ESG portfolio capabilities, though serving Switzerland rather than the UK.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds2 records

Investors

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

M&A

Investments

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

Frequently asked questions about GOODFOLIO