# GreenPortfolio GreenPortfolio is an other based in New York, United States. ## Overview - **Organization type:** other - **Headquarters:** New York, United States - **Region:** North America - **Address:** New York, NY, United States - **Assets under management:** Undisclosed - **Website:** greenportfolio.com - **LinkedIn:** https://www.linkedin.com/company/greenportfol-io ## Regulatory record - **CRD number:** 330597 - **SEC file number:** 801-130317 - **Registration status:** Registered - **Reports private funds:** No - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/330597 ## About 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. ---- 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. ## Sectors - ClimateTech - Energy Transition & Renewables - FinTech ## Questions ### How does GreenPortfolio measure climate impact differently from an ESG rating? GreenPortfolio focuses on quantified carbon metrics — fossil-fuel exposure, carbon footprint of holdings, and clean-energy revenue share — rather than broad ESG pillar scores. The platform translates portfolio-level emissions into relatable equivalents and offers alternative fund or stock suggestions within the same asset-class bucket so the switch is investable, not just informational. This direct substitution engine is operationally different from rating agencies that provide scores without an integrated recommendation flow. ### Does GreenPortfolio manage investment capital or hold client assets? No. GreenPortfolio does not manage money, custody assets, or operate as a registered investment advisor. It functions as a technology layer that financial institutions embed into their existing platforms, giving end users climate-impact visibility and lower-carbon alternatives for assets already held in their brokerage, 401(k), or wealth-management accounts. ### Who uses GreenPortfolio's tools — individual investors, advisors, or institutions? GreenPortfolio sells its climate-scoring and recommendation capabilities primarily via business-to-business channels, integrating with banks, retirement-plan recordkeepers, and wealth-management platforms. The end users are the retail clients and financial advisors on those platforms who see climate-impact data and fund-switch options inside an interface their existing provider already runs. ### What investment products does GreenPortfolio's database cover? The platform covers thousands of mutual funds, ETFs, and individual publicly traded equities, with coverage weighted toward the high-emissions sectors where substitution yields the greatest marginal decarbonization — energy, utilities, materials, industrials, and transportation. The firm's data model incorporates public corporate disclosures, third-party emissions databases, and revenue-segmentation analysis to classify holdings. ## Related profiles - [Stewardship Concepts Financial Services](https://altss.com/profile/stewardship-concepts-financial-services-llc) --- Last updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/greenportfolio-inc Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology