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Invest in progress

Swell is an impact investing platform that helps you invest in portfolios of companies solving global challenges.



Impact, a market opportunity


Resources are
diminishing


Our population is
growing


This is 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.


Swell Impact 400

Swell's take on the most impactful companies across all sectors of the stock market

Zero
Waste

Think recycling and repurposing.

Green
Tech

Think electric cars and LED lights.

Healthy
Living

Think nutritious foods and health centers.

Renewable
Energy

Think wind turbines and solar panels.

Disease
Eradication

Think immunizations and research.

Clean
Water

Think water filters and pipe repairs.

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.

How does Swell work?

1


Build your own mix of publicly-traded, impact companies across Swell’s offerings.

2


Monitor your investments’ progress on our easy-to-use online platform.

3


Watch as Swell helps you save for retirement, college, or your new house.

Simple, fair pricing

In Human Terms

If you invest
$,
Swell will cost you $3.75 per year. That’s less than a fancy coffee.



Account snapshots shown are for illustrative purposes
only and do not represent an actual account.

Next Steps

  • 1

    Set up your account

    Select either a traditional brokerage account or a retirement account (IRA).

  • 2

    Pick your portfolios

    Choose from six thematic portfolios and create your Swell investment mix.

  • 3

    Link your bank

    Connect your bank account securely; we never store sensitive personal information.

SEC Regulation

Swell and its broker-dealer/custodian, Folio, are regulated by the SEC.

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.


Swell is backed by Pacific Life
and born in California

Data and custody provided by Folio Client
Market Data by xignite