Market Overview

Make Immediate Impact; Swell Investing Launches Mobile Experience


SANTA MONICA, Calif., May 16, 2019 /PRNewswire-PRWeb/ -- Swell Investing, a leading platform for investing in high-growth potential companies solving global challenges, today launches its iOS app. Now conscious consumers — at the touch of their fingertips — can easily align their money with their values by investing in companies solving the United Nations Sustainable Development Goals (UN SDGs) in seven portfolios — Green Tech, Renewable Energy, Disease Eradication, Zero Waste, Healthy Living, Clean Water, and Impact 400.

Swell Investing clients are investing in companies that derive revenue from products or services aligned with the UN SDGs. Also called "the world's to-do list," these global goals are the most pressing challenges facing our world from now until 2030. The money matters. If the over $33M invested in Swell's seven portfolios (as of 04/30/2019) had instead been invested in the S&P 500, then over $1.7M would have been aligned with the oil and gas industry and over $1.8M would have been aligned with major military contractors and gun retailers.

"The majority of investors under 40 are either already invested in socially responsible or impact investments, or plan to invest in the future. Growing up with a cellphone in hand, this generation of investors has always had immediate access to news about global challenges and an understanding that their behaviors matter," said Dave Fanger, CEO of Swell Investing. "This version of Swell lets people scroll high-impact companies to learn about the impact of their investing as easily as they might engage with Instagram or Twitter."

From an iOS device, investors can now:

  • Cement Conscious Consumerism: Through deep dives into a portfolio and individual company cards, Swell shows how each company is contributing positively to the world and details to which United Nations Sustainable Development Goal they align.
  • Divest Quickly: Ability to remove up to three individual companies from a broader portfolio if an investor finds the company doesn't align with their values. Investors can also immediately react to news of a company's wrongdoing with Swell's 1-click divest feature, while the Swell team "watches" the holding in-between a rebalance.
  • Prompts re: Portfolio: Optional push notifications share news and information about Swell's portfolio companies, and will include Swell's weekly market insights explaining how broad economic trends affect investors' holdings.
  • Have Complete Control: Investors can easily invest, sell or review their holdings within the app.

"Our phone has become a central hub of our activity -- whether we're shopping our Instagram feed, ordering meals for delivery, or reading the news -- and making it easy to learn about the real impact of investing is a great next step in helping more people move more of their money into companies who stand for the world they want to see," said Arianna Savant, Head of Product at Swell. "Answering the question, 'what are you investing in?' shouldn't give you pause. Swell's app empowers and educates users to know what they own, but we also realize impact is personal, so if you see a company that doesn't align with your values, you can choose to remove it from your portfolio. Swell's app is truly walking the walk of what the future of investing will look like: transparent, accessible, and custom to one's own personal values."

After signing up, users of the Swell iOS app can pick from three predetermined "Mixes" of Swell's portfolios, or create their own Swell "mix." The predetermined mixes include:

  • "The Tech Optimist"- best suited for people who want to double down on the power of green technology
  • "The Environmentalist"- focused on environmental initiatives and conservation
  • "The Generalist" - a broader option, allowing users to gain exposure to all sectors and impact areas

Getting Started:
With Swell's iOS app, becoming an impact investor is easy and can be done with a tap. To get started:

  • Download the Swell Investing app in the App Store
  • Pick desired Swell "mix"
  • Enter information as prompted through Swell's easy signup flow
  • Link a bank account and start investing!

Download the app on the Apple App Store here.

About Swell
Swell, an impact investing platform that aims to deliver profit as well as purpose, was built on the belief that today's biggest challenges will result in tomorrow's leading industries. Swell's team identifies high-impact, high-potential companies that are focused on a positive future, making the information and investment opportunity widely available. Swell is an SEC registered investment adviser incubated by Pacific Life, a company that has more than 150 years of experience in financial services. Learn more at,,,,,

Swell Investing LLC is an SEC-registered investment adviser. Brokerage services provided to clients of Swell Investing LLC by Folio Investments, Inc., an SEC-registered broker-dealer, and member FINRA/SIPC.

Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Please consider your objectives and Swell's fees before investing. Past performance does not guarantee future results.

Investment outcomes and estimates are hypothetical in nature. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Swell is not registered. Registration does not imply a certain level of skill or training.

Please visit our website for additional information:

SOURCE Swell Investing

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SOURCE Swell Investing

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