Swell Investing

Newport Beach, United States Founded: 2015 • Age: 11 yrs
Impact investing platform
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 3 Services tracked
Competitors 7 Brand Intelligence

About Swell Investing

Swell Investing is a company based in Newport Beach (United States) founded in 2015 by Dave Fanger. Swell Investing offers products and services including Swell Impact 400, Zero Waste Portfolio, and Green Tech Portfolio. Swell Investing operates in a competitive market with competitors including Ethic, Newday Impact, Sonen Capital, Fennel and Prometheus, among others.

  • Headquarter Newport Beach, United States
  • Founders Dave Fanger
  • Sectors
    Technology
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Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
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  • Net Profit
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  • EBITDA
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  • Latest Funding Round
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  • Investors
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  • Employee Count
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Products & Services of Swell Investing

Swell Investing offers a comprehensive portfolio of products and services, including Swell Impact 400, Zero Waste Portfolio, and Green Tech Portfolio.

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Portfolio featuring impactful companies across various sectors

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Focuses on recycling and repurposing innovations

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Invests in electric cars and energy-efficient technologies

Funding Insights of Swell Investing

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Detailed funding history for Swell Investing

Round names, dates, amounts, investors, and valuation history require an active premium plan.

  • Round names and dates
  • Funding amounts
  • Participating investors
  • Valuation history

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Investments & Acquisitions by Swell Investing

Investments
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Investment portfolio details for Swell Investing

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

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Financial Statements - Swell Investing

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Detailed financials for Swell Investing

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  • Profit trends
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Swell Investing Comparisons

Swell Investing Primary company
Description
Impact investing platform
Location
Newport Beach, United States
Founded Year
2015
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Swell Investing

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Competitors of Swell Investing

Swell Investing operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Ethic, Newday Impact, Sonen Capital, Fennel and Prometheus, among others.

Company Name Domain Founded year HQ Location Description
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Provider of investment management services
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Impact investment platform with themed portfolios is provided for investors.
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Impact investment management and advisory services are offered.
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Data science and machine learning services are provided by Fennel.
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Alternative investments are connected to investors via a tech platform.
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Impact investments are enabled for individuals via an online platform.
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Detailed competitors of Swell Investing

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  • Domains and locations
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Latest news on Swell Investing

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Complete news archive for Swell Investing

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  • Source and publication date
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Frequently Asked Questions about Swell Investing

Swell Investing was founded in 2015.

Swell Investing is headquartered in Newport Beach, United States. It is registered at Newport Beach, California, United States.

Dave Fanger is the current CEO of Swell Investing. They have also founded this company.

Swell Investing was founded in 2015 in Newport Beach, United States, as an impact investing platform. Investments are directed toward companies addressing global challenges, including clean water, renewable energy, and green technology. The online service allows client participation in curated portfolios, which are rebalanced quarterly. Dividends received are reinvested automatically. A 0.75 annual fee is applied to invested amounts, based on data from January 2018.

Swell Investing's top competitors include Ethic, Newday Impact and Prometheus.

Swell Investing offers Swell Impact 400, Zero Waste Portfolio, and Green Tech Portfolio.

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