Sugi

What Sugi does

Sugi (legal entity Jomonsugi Limited) is a London-based, remote-first climate-analytics fintech founded in 2019 that helps retail and institutional investors measure, benchmark, and reduce the carbon footprint of their investment portfolios. The company explicitly positions itself as independent — not a broker, asset manager, or investment adviser — and competes on absolute carbon metrics rather than subjective ESG ratings. Its core products are a free consumer mobile app (iOS, beta since November 2020) targeted at UK retail investors, and a B2B service called "Sugi for Wealth Managers" serving wealth managers and family offices since its 2023 launch.

The platform is built on three infrastructure partnerships: S&P Global Trucost provides the underlying environmental dataset (~20,000 listed equities, 99% of global market capitalisation, 464 industry sectors, 100+ environmental KPIs including Scope 1, 2, and 3 emissions); Moneyhub provides the FCA-regulated Open Finance API that lets users securely link existing investment platforms such as Hargreaves Lansdown, Interactive Investor, and Vanguard without portfolio migration; and Ecosphere+ supplies Verra-verified carbon credits from the Tambopata-Bahuaja Biodiversity Reserve in Peru to power the in-app offsetting feature. Key analytics capabilities include Carbon Impact Analysis (kg/tonnes of CO₂-equivalent per holding and portfolio), a "Portfolio Temperature" metric aligned to sector-allocated 2050 carbon budgets, Green/Red cloud comparison against industry benchmarks, and a Sugi Forest visualisation representing aggregate impact.

Monetisation is hybrid: free core analytics drive top-of-funnel acquisition and offset-based transaction revenue from retail users, while the B2B wealth-manager offering is delivered via direct sales ([email protected]) and through partnerships with platforms including Addepar and Mirador (iCapital). The company has raised approximately $1.0M cumulatively across a 2019 seed round, a 2021 Crowdcube equity crowdfunding raise (~£563,029), and a 2023 follow-on (~$170K). The 1–10 person team is described as planning to add senior hires across sales, marketing, and software development.

Name

Sugi

Legal name

Jomonsugi Limited

Website

https://sugi.earth

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Sugi provides a free iOS app that lets UK retail investors measure, compare, and offset the carbon impact of their portfolios, plus a B2B climate-analytics and offset service delivered through Addepar, Mirador, and direct sales to wealth managers and family offices.

Ownership category

akta.pro rank

Product category

Climate Analytics Software for Investment Portfolios

NAICS

Portfolio Management and Investment Advice (523940), Software Publishers (513210)

SIC

Investment Advice (6282)

akta.pro primary industry

Enterprise Carbon Accounting & GHG Inventory Platforms (EUABAEAA)

akta.pro secondary industries

Benchmarking, Ratings & Stakeholder Reporting Portals (Scorecards, Dashboards) (EUABAEAJ), ESG/Sustainability Reporting & Disclosure Platforms (EUABAEAB), Audit-Ready Controls, Assurance & Compliance Workflow Tools (CSRD/SEC/ISSB) (EUABAEAG)

Keywords

• Climate impact analytics
• Portfolio carbon footprint
• Sustainable investing software
• Carbon offset marketplace
• Wealth management ESG

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

Personnel, Technology or R&D, Supply Chain, Marketing or Sales, Operations

Revenue model

1. Core Platform: Free platform providing carbon impact analysis, portfolio temperature tracking, and comparison with greener alternatives. Revenue is indirect through premium offsetting services.
2. Carbon Offsetting Credits: Users can purchase verified carbon credits through the app to offset their portfolio's carbon impact. Credits are one-off purchases, not investments, and are retired on purchase.
3. Wealth Manager B2B Services: Climate analytics, integrated reporting, carbon credit services, and consultancy for wealth managers and family offices. Delivered via app, integrated reporting platform, or PDF reports.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Sugi provides a free iOS application that measures the carbon impact of retail investors' portfolios using Scope 1, 2 and 3 emissions data from S&P Global Trucost, benchmarks individual holdings against industry averages, tracks portfolio temperature alignment to 2050 targets, and lets users purchase verified carbon credits through Ecosphere+ to offset their footprint. A parallel B2B offering delivers the same climate analytics, integrated reporting and advisory services to wealth managers and family offices via app access, platform integration or PDF reports.

Product overview

Sugi offers a dual-mode platform consisting of a free consumer mobile app for retail investors and a B2B offering for wealth managers and family offices. The consumer app enables carbon impact analysis of investment portfolios, comparison with greener alternatives, portfolio temperature monitoring, and carbon offset purchasing via Ecosphere+. The wealth manager product provides institutional-grade climate analytics across diverse asset classes with integrated reporting and advisory services.

Differentiator

Problem solved

Functional benefit

Products and services

• Sugi App A free iOS mobile application (iPhone only, no Android) that enables UK retail investors to measure the carbon footprint (Scopes 1, 2 and 3 emissions) of their investment holdings, compare investments against industry averages via green/red cloud benchmarks, monitor portfolio temperature alignment to 2050 targets, and purchase verified carbon credits through Ecosphere+ to offset portfolio impact. Powered by S&P Global Trucost data and connects to investment platforms via Moneyhub Open Finance.
• Sugi for Wealth Managers

Quantifiable outcome

• Covers 15,000+ companies and universe of funds and ETFs
• +2 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature6 records

Partnerships

Five partnerships are on record, tiered core and minor.

• MoneyhubcoreTechnology or IntegrationMoneyhub is a market-leading Open Finance data, intelligence and payments platform regulated by the FCA. It provides the technology enabling Sugi users to connect their investment platforms. Users are redirected to Moneyhub's login page to share investment information with Sugi - a read-only service with no access to login details.
• Ecosphere+coreStrategic or Co-development PartnerEcosphere+ is a natural climate solutions business with the world's leading portfolio of forest-based voluntary carbon projects. They deliver Sugi's offsetting service through the Tambopata-Bahuaja Biodiversity Reserve in the Peruvian Amazon, protecting 600,000 hectares of forest and meeting 11 UN Sustainability Development Goals.
• S&P Global TrucostcoreTechnology or IntegrationS&P Global Trucost is a world leader in environmental data and analysis, providing Sugi's company-level emissions data. Trucost covers almost 20,000 publicly listed equities (99% of global market capitalisation) across 464 industry sectors with over 100 environmental KPIs, including Scope 1, 2 and 3 emissions.
• AddeparminorGTM or Marketing PartnerAddepar is a leading wealth management platform integrated with Sugi's climate analytics services, enabling wealth managers using Addepar to access client portfolio carbon impact data.
• Mirador (iCapital)minorGTM or Marketing PartnerMirador (now part of iCapital) is a wealth services platform partnered with Sugi to provide climate analytics, offering Sugi's carbon impact tools to their wealth management clients.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Persefoni: Carbon accounting and climate management platform that translates financial and operational data into auditable GHG inventories and portfolio-level metrics. Comparable to Sugi on carbon-accounting technology, Scope 1/2/3 methodology and SaaS delivery for climate disclosure.
• Tumelo: UK-based platform that helps wealth managers and investment platforms show end-clients the climate and values alignment of their holdings. Directly comparable to Sugi's B2B wealth manager offering (Addepar, Mirador) and consumer values/climate transparency proposition.
• Watershed: Enterprise climate platform providing carbon accounting, reporting and reduction strategies for corporates and financial institutions. Comparable to Sugi on climate-data infrastructure, audit-ready reporting and serving finance-industry clients.
• Net Purpose: Provider of impact measurement and data tools for asset managers and wealth platforms covering climate and sustainability outcomes. Comparable to Sugi on enterprise climate analytics for investment portfolios and use of third-party data for investment impact reporting.
• Clim8: UK-based consumer-focused green investing app offering curated portfolios and climate-aligned investments to retail users. Directly comparable to Sugi on target market (UK retail investors), mission (making sustainable investing accessible) and B2C delivery model.
• ImpactCubed: Specialist impact analytics provider for wealth managers, advisers and DFMs seeking to measure and report the real-world impact of portfolios. Highly comparable to Sugi on portfolio impact methodology, institutional reporting use case and target customer.

Broad incumbents

• MSCI ESG Research: Large incumbent ESG and climate data provider serving institutional asset managers and wealth platforms with portfolio-level ESG ratings, temperature alignment and reporting. Comparable to Sugi on data-driven portfolio climate analytics and institutional customer base, but at much broader scale.
• Bloomberg ESG: ESG and climate data offering within Bloomberg Terminal, providing portfolio climate analytics, emissions estimates and disclosure-aligned metrics for buy-side institutions. Comparable to Sugi on portfolio carbon analytics for institutional investors, with significantly wider data coverage.

Regional players

• EQ Investors: UK-based sustainable wealth manager and impact-advisory firm offering climate-aware portfolio construction and reporting to HNW clients. Comparable to Sugi on UK HNW climate-investing focus and complementary rather than directly overlapping, since EQ builds portfolios while Sugi analyses them.

Others

• S&P Global Sustainability (Trucost): Sugi's primary data supplier, Trucost provides environmental data and analytics used across the financial industry for portfolio carbon footprinting and climate reporting. Comparable as both a supplier and a potential competitor for Sugi's downstream climate-analytics product.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds3 records

Investors1 record

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 Sugi