GreenPortfolio Employee Directory

Financial ServicesNew York, United States11-50 Employees

GreenPortfolio bridges the gap between wealth and impact. We help you green your finances while building wealth in two powerful ways:

Our matching engine connects you with up to 3 financial advisors aligned with your personal climate and financial priorities. We handle the heavy lifting — background checks, SEC disclosure reviews, climate thesis verification — so you can focus on your financial future.

Prefer to manage investments yourself? Our proprietary ratings covering 20,000+ stocks, funds, and banks let you instantly see your portfolio’s environmental footprint and align it with your climate goals.

With GreenPortfolio, invest in a future worth inheriting. Your values deserve respect and your financial future deserves expertise.

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Disclosure: This material is for informational purposes only and does not constitute investment advice or a recommendation of any investment strategy. This material is not to be substituted for personalized investment advice. It is solely your responsibility to conduct independent due diligence and determine whether to take any investment actions or to enter into any investment advisory agreement. The contents herein reflect the opinions of the author, which are subject to change without notice. Information contained herein may be derived from third parties and therefore we cannot guarantee the accuracy or completeness of such information. Please take note that “Likes” and other similar features do not constitute testimonials or endorsements by GreenPortfolio, similarly engagement with GreenPortfolio’s content should not be seen as a testimonial or endorsement.

GreenPortfolio Inc. is a registered investment adviser with the Securities and Exchange Commission (SEC). For more information about GreenPortfolio’s registration status and services, please refer to the Investment Adviser Public Disclosure website, which can be accessed at www.adviserinfo.sec.gov, which contains the most recent versions of the Firm’s Form ADV.

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