GreenPortfolio

Excited to announce the launch of GreenPortfolio's newest service! We've been listening closely to our customers and heard loud and clear: you're eager to understand your portfolio's climate impact, but need more than just data. You’re craving expert guidance and investment strategies aligned with your climate values. That's why Bonnie and I, along with the whole GreenPortfolio team, are thrilled to introduce a service that matches individuals with top-tier financial advisors who share their climate goals. We believe GreenPortfolio is poised to revolutionize the way people invest for a sustainable future. Let's build a greener tomorrow, together! Sign up for exclusive early access ➡️ https://lnkd.in/eBmt2JJR #sustainableinvesting #climatechange #financialplanning #greenportfolio #launch

GreenPortfolio is proud to be part of MassChallenge's Impact Ventures Cohort! With the support of this incredible program, we're excited to focus on our mission of accelerating the great green wealth transfer. #MassChallenge #socialinnovation #climate #wealthtech #fintech

One of the reasons we are so focused at GreenPortfolio on helping #millennials connect with climate focused financial advisors is not just because the vast majority say they want their investments to be sustainable, it is also because they are poised to inherit a truly enormous amount of #wealth. And this week, that thesis just got stronger with new recently released estimates. In total a record $105 trillion (an amount equal to the total 2023 World GDP!) is now expected to be inherited, with millennials due to benefit the most. The opportunity is enormous - especially the potential for transformative change.

Design can make or break a product's success, so I'm very happy that GreenPortfolio chose to partner with ustwo when we imagined what our platform could look like years ago. We aim to help people: - see what their money is funding (the good 😎 and the bad 🛢️ ) - make a plan so their finances can match their values Whether it's a DIY strategy or using our matching service to outsource the management to a financial advisor, we hope that greening your finances is easier with GreenPortfolio! #personalfinance #financialplanning #climate #investing

In our latest article, we break down the red flags to identify when looking for a financial advisor, and how to avoid them. Read more about strategies on how to reduce risk and GreenPortfolio’s new service that can help guide you to invest confidently at this link: https://lnkd.in/eX9UEqJD. #SustainableFinance #ClimateFriendlyInvesting #FinancialAdvising

Wouldn't it be great if every financial tip we saw on social media was accurate? But let’s be real, a significant portion of this advice is misleading. A recent study revealed that 71% of the financial advice Gen Z and millennials consume online could be wrong. Financial content on social media may be helpful but it should still be met with a healthy level of skepticism because: 🔴 Missing Disclaimers: A staggering 83% of videos lacked crucial disclaimers, leaving viewers in the dark about the source’s qualifications 🔴 Specific Recommendations: 70% of these videos promoted specific stocks without context, potentially leading to ill-advised financial decisions Things you can do to protect your portfolio: 🟢 Do Your Due Diligence: Always verify information from social media with credible sources 🟢 Consult the Experts: Seek personalized advice from a registered, experienced financial advisor Have you encountered misleading financial advice online? Are there things you're curious about? Share your experiences in the comments 💬 Link to the study ➡️ https://lnkd.in/eJ5aUUDt #financialplanning #financialliteracy #millennials

Meet Ian, our Data Science & Machine Learning Advisor 📍Hometown: Houston, Texas 🌎 Favorite GP Memory: Call me a nerd, but working with our team to set up our CI/CD pipeline and GCP infrastructure for the new product advisory service. Seeing all of the builds go green is extremely satisfying. seedling 🌱 Green Tip: Bike everywhere! It’s great for your body, mind, wallet, and the environment. We appreciate you Ian! #meettheteam #greenjobs #climatecareer

Want to invest in a greener future? 🌱 Our service that matches you with financial advisors helps you do just that! Be one of the first to experience sustainable finance, early access link is in our bio! #sustainableinvesting #greenfinance #financialadvisor

Not sure if climate-friendly investing is a good idea? We’ll tell you why it’s more than just a label. Read our newest blog post to explore these myths- and the facts- at this link: https://lnkd.in/eYaY-aHk #SustainableInvesting #GreenFinance #EthicalInvesting #ClimateAction #FinancialAdvising #InvestWithImpact

💰 October is Financial Planning Month! 💰 Feeling overwhelmed by your finances? Don't worry, you're not alone. Financial planning can seem daunting, but it's a crucial step towards a secure future. Here are a few tips to get you started: 1. Assess your current financial situation: Understand your income, expenses, debts, and assets. 2. Set clear financial goals: Whether it's buying a home, saving for retirement, or starting a business, having specific goals will keep you motivated. 3. Create a budget: A budget helps you track your spending and allocate funds towards your goals. 4. Start saving: Even small amounts can add up over time. Consider automating your savings to make it easier. 5. Consider professional advice: A financial advisor can provide personalized guidance and help you make informed decisions. (GreenPortfolio is also here to help if you're on the hunt for a financial advisor! https://lnkd.in/ea-Z9HQ6) Remember, it's never too late to start! #FinancialPlanningMonth #MoneyMatters #FinancialGoals #PersonalFinance