GreenPortfolio Employee Directory

Financial ServicesNew York, United States2-10 Employees

GreenPortfolio is a New York-based financial services firm that focuses on aligning investing with climate and environmental goals. Its offerings include a matching service that connects clients with up to three financial advisors who have been vetted for background, regulatory disclosures, and alignment with a client’s climate thesis, enabling users to focus on their financial planning while ensuring climate considerations are integrated. For self-directed investors, the company provides proprietary ratings covering tens of thousands of stocks, funds, and banks to help users assess their portfolio’s environmental footprint and adjust holdings to reflect their climate priorities. The firm operates within the climate fintech space, serving individuals seeking to manage wealth and reduce climate impact through both advisory support and self-service tools. GreenPortfolio operates as a registered investment adviser in the United States and has pursued partnerships and product developments, including collaborations to design climate-focused fintech tools and related initiatives, with a presence in New York and a stated emphasis on responsible investing.

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