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
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Technology
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Portfolio featuring impactful companies across various sectors
Focuses on recycling and repurposing innovations
Invests in electric cars and energy-efficient technologies
Funding Insights of Swell Investing
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Swell Investing
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Swell Investing
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Swell Investing Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| 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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| domain | founded_year | HQ Location |
Impact investment management and advisory services are offered.
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| domain | founded_year | HQ Location |
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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| domain | founded_year | HQ Location |
Impact investments are enabled for individuals via an online platform.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Swell Investing
Frequently Asked Questions about Swell Investing
When was Swell Investing founded?
Swell Investing was founded in 2015.
Where is Swell Investing located?
Swell Investing is headquartered in Newport Beach, United States. It is registered at Newport Beach, California, United States.
Who is the current CEO of Swell Investing?
Dave Fanger is the current CEO of Swell Investing. They have also founded this company.
What does Swell Investing do?
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.
Who are the top competitors of Swell Investing?
Swell Investing's top competitors include Ethic, Newday Impact and Prometheus.
What products or services does Swell Investing offer?
Swell Investing offers Swell Impact 400, Zero Waste Portfolio, and Green Tech Portfolio.
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