Invest Like You Mean It:
Socially Responsible Investing 🌿
Where we invest financially is one of the most direct and simple ways we can contribute to values-based positive change in the world. Advancements in technology are continually making this task less intimidating and more accessible, enabling consumers at all investing levels to support sustainability efforts.
These socially responsible investment platforms are easy, automated, transparent, and customizable so you can invest your money in green tech, renewable energy, clean water, and more.
Looking to learn more about investing your money? Check out these inclusive investment podcasts to help get you started.
1. OpenInvest
Socially Responsible Mission | OpenInvest is a Public Benefit Corporation dedicated to bringing transparency to financial services and to making socially responsible investing accessible to all.
When you invest with OpenInvest, you gain access to a comprehensive and fully diversified portfolio that you can then tailor to reflect your values. This investment corporation supports individual and joint accounts, as well as traditional, ROTH, and SEP IRAs—not to mention tax optimization at the individual equities level, so you gain higher tax savings.
How It Works | With this platform, you open a brokerage account, fund the account, and let OpenInvest handle the rest. You can declare what you care about most (i.e., climate change, social equality) so that your investments will directly align.
OpenInvest works to maximize your impacts, which are measured via your online dashboard, and you can join movements, engage, and use investor power to make your assets grow directly with the market. This method will help cut unnecessary fees and taxes, too.
Minimum Investment Amount | $100
Learn more about OpenInvest
2. EarthFolio
Socially Responsible Mission | EarthFolio is a hassle-free automated investing service rooted in the idea that “investing is more than a transaction; it’s a personal stake in the future.” EarthFolio invests exclusively in funds and ETFs with strong ESG—or, Environment, Social, and Governance—practices. This enables you to leave the world a bit better through smart, low cost, time-efficient investing.
How It Works | Answer 10 questions regarding your risk tolerance and goals and a portfolio will then be recommended; it’s that simple. You’ll then own a fully diversified portfolio that is automatically rebalanced and optimized to your specific goals.
With Earthfolio, you can open an individual or joint account, trust account, IRA or Roth Rollover, 401(k) or 403(b) Rollover, or SEP.
Minimum Investment Amount | $25,000, 0.5% annual management fee
Learn more about EarthFolio
3. Ellevest
Socially Responsible Mission | Built by women for women, Ellevest offers the only investment algorithm that considers the unique realities of women’s lives, including pay gaps and longer lifespans. Though Ellevest puts particular emphasis on fair investing for women, the organization works with any adult US citizen to help make financial goals become realities through wise investing.
How It Works | Ellevest creates an investment portfolio using a diverse mix of stock, bond, and alternative funds to help reduce your portfolio’s overall risk. It also recommends how much you should save and help you roll over a 401(k) or transfer a traditional, Roth, or SEP IRA. With its Impact Portfolio, you can invest in women in leadership, sustainable practices, and community development.
Minimum Investment Amount | No minimum balance
Learn more about Ellevest
4. SVX
Socially Responsible Mission | Based in Canada, SVX provides vital support to pre-vetted ventures and funds by connecting the opportunities to investors who may also be seeking financial return. It offers a curated selection of campaigns within the industries of cleantech, social inclusion, health & wellness, and more. And all of the products on the platform are Canadian private market securities.
How It Works | Using the platform, investors can browse active opportunities. Once interested in an issuer and after completing the accreditation process, SVX will review your investment to ensure it fits with your goals. It will hold your funds securely in trust and once the campaign is closed, if successful, you’ll receive your investment documentation. You can use the platform to manage your investments, make transactions, and view the issuer’s financial history and traction.
Minimum Investment Amount | Varies based on opportunity
Learn more about SVX
5. Wunder Capital
Socially Responsible Mission | Founded in 2013, this award-winning investment platform is helping people invest in solar projects in the US.
How It Works | Wunder has a national network of large-scale solar partners and actively manages all sourcing of commercial solar opportunities—from underwriting to contracting to the construction of each project. From there, the investment platform manages ongoing relationships with solar customers while sending profits to investors. The trusted team of Department of Energy researchers and industry leaders determine which projects to pursue, so your investment is diverse and well-vetted.
Minimum Investment Amount | Not currently accepting investments, but check back!
Learn more about Wunder Capital
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