Invest in clean water

Global demand will soon outpace supply. Our Clean Water Portfolio offers high-growth companies working to provide access to all.

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

Impact, a market opportunity

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
With Swell you can invest in portfolios of publicly-traded companies, innovating in high growth industries like renewable energy, clean water, disease eradication, green tech & more.

YOUR FINANCIAL FUTURE IS
IN GOOD HANDS

Swell's Performance

The performance shown is the actual result of an investment account held by an affiliate of Swell and assuming a 0.75% annual advisory fee. The investment account includes an equal weighting in each of Swell’s six thematic portfolios for the period between 9/30/2016 to 9/30/2018. Performance does not include Swell’s Impact 400 portfolio offering. Performance figures shown are net of fees and transaction related expenses and include reinvestment of dividends greater than $1. Past performance may not be indicative of future results.

Simple, fair pricing

IN HUMAN TERMS
If you invest
$ ,
Swell will cost you
$3.75 per year.
That’s less than a fancy coffee.
0.75% annual fee
$50 minimum account value*

Getting Started? It's Simple.

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.
START INVESTING
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.