Invest in progress

Swell is an impact investing platform that helps you invest in high-growth companies solving global challenges.

We are Swell, an impact investing platform. We help you to invest in new and innovating companies that are changing the world.

We are backed by , the California-based financial services company with 150 years of experience.

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SEE HOW WE DO IT

Why Impact?

Resources are diminishing
Our population is growing
It’s an issue of supply & demand
This presents a market opportunity and a need for innovation.  Companies that are innovating stand to grow as our needs increase.  We believe this is good business.

Swell's Portfolios

Invest in portfolios of publicly-traded companies, innovating in high growth industries like renewable energy or disease eradication.
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We don't offer mutual funds, or exchange-traded funds.
As a Swell investor, you actually own shares of the companies in our portfolios, so you’re part of the solution.
PRICING
0.75% annual fee
$50 minimum account value*
No trading fees
No price tiers
No expense ratios

Here for You

Online
You can login 24/7 from your phone, tablet or computer. You can or our support team, too!
Fiduciary
We are a fiduciary, which means we are legally obligated to act in your best interest as an advisor.

Next Steps

SET UP YOUR ACCOUNT
Select either a traditional brokerage account or a retirement account (IRA).
PICK YOUR PORTFOLIOS
Choose from six thematic portfolios and create your Swell investment mix.
LINK YOUR BANK
Connect your bank account  securely; we never store sensitive personal information.
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SEC REGULATION
Swell and its broker-dealer/custodian, Folio are regulated by the SEC. We follow a strict set of rules designed to protect our investors' accounts.
FINRA & SIPC
Swell's broker-dealer/custodian, Folio, is a member of FINRA and SIPC. Securities in your account are protected up to $500,000.