Swell was an impact investing app that helped anyone invest in companies solving global challenges. Our mission was to make investing transparent and easy to understand for all while ensuring every dollar our users invested aligned with their values.
We offered six thematic portfolios each addressing major global issues and one core portfolio that was our take on the 400 most impactful companies in the stock market. Every company we included derived revenues that aligned with at least 1 of the 17 United Nations Sustainable Development Goals.
A portfolio of companies that are harnessing natural resources to power our world. Think wind turbines and solar panels.
A portfolio of companies building products and services that reduce our pull on the energy infrastructure. Think electric cars and LED lights.
A portfolio of companies working on pharmaceutical and biotech solutions to combat major health challenges. Think immunizations and research.
A portfolio of companies conserving water, cleaning it up, and streamlining our systems. Think water filters and pipe repairs.
A portfolio of companies cleaning up our planet and meeting a growing global demand. Think recycling and repurposing.
A portfolio of companies that enables more of us to live longer, healthier lives through food, fitness, and technology. Think nutritious foods and health centers.
Swell's take on the most impactful companies across all sectors of the stock market.
Our app helped investors understand the impact of their dollars with weekly insights on the stock market, deep dives on companies in their portfolios and easy to understand financial breakdowns of their investment.
Brokerage services provided to former clients of Swell Investing LLC by Folio Investments, Inc., an SEC registered broker-dealer and member FINRA/SIPC.
Swell Investing does not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on, for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.