Swell began with a simple question: How can we create a better investment option for people who care about where their money goes and what it supports? Our product was built on the belief that today’s biggest challenges will result in tomorrow’s leading industries. Over the course of three years, our team of roughly 40 designers, engineers, product managers, portfolio managers, data analysts, marketers, customer support agents, and impact researchers built a product that allowed anyone to invest in companies solving global challenges and helped them to understand the impact of their investments in the world.
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.