Swell Investing

Finance · 11-50 Employees

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Overview

Phone Number

(949) 566-8985

Revenue

$9.4 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
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About Swell Investing

Swell Investing is an impact investing platform that allows individuals to invest in socially responsible and environmentally sustainable portfolios. Their offerings include investments in sectors such as renewable energy, clean water, green technology, healthy living, zero waste, and disease eradication. Targeting socially conscious investors, Swell provides a user-friendly online platform for managing investments in publicly-traded companies that address global challenges. With a simple pricing model, Swell aims to help clients save for retirement, college, or other financial goals while making a positive impact.Explore more
Swell Investing's Social MediaPopular SearchesSwell Investing LLCSwell InvestingSwell Investing Holding LLCSwell directed Folio Investments IncSIC Code 62,628NAICS Code 52,523Show more

Swell Investing Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Swell Investing

$9.4M
11-50
Private
-
2015
$5.6M
1-10
Private
-
2005
<$5M
1-10
Private
-
2015
<$5M
11-50
Private
$15M
2017
Joanna Coil, Chief Operating Officer at Titan Global Capital Management USA
Joanna CoilChief Operating Officer
<$5M
1-10
Private
-
2009
DM
Dana MahoneyManager, Client Services
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
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Company Profile Activity

i

Among all Finance companies

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Activity Insights

Swell Investing is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Swell Investing is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Swell Investing.

Swell Investing Tech Stack

Swell Investing News & Media

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Frequently Asked Questions Regarding Swell Investing

What is Swell Investing's official website?
Swell Investing's official website is www.swellinvesting.com
What is Swell Investing's Revenue?
Swell Investing's revenue is $9.4 Million
What is Swell Investing's SIC code?
Swell Investing's SIC: 62,628
What is Swell Investing's NAICS code?
Swell Investing's NAICS: 52,523
How many employees does Swell Investing have?
Swell Investing has 11-50 employees
What industry does Swell Investing belong to?
Swell Investing is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Swell Investing competition?
Swell Investing top competitors include: Journey Capital Advisers, Titan Global Capital Management USA, Eppolito Financial Strategies, Balanstone
What technology does Swell Investing use?
Some of the popular technologies that Swell Investing uses are: Cloudflare Website Optimization, Cloudflare CDN, Mandrill, Google Workspace
How do I contact Swell Investing?
Swell Investing contact info: Phone number: (949) 566-8985 Website: www.swellinvesting.com
What does Swell Investing do?

Swell Investing is an impact investing platform that allows individuals to invest in socially responsible and environmentally sustainable portfolios. Their offerings include investments in sectors such as renewable energy, clean water, green technology, healthy living, zero waste, and disease eradication. Targeting socially conscious investors, Swe... ll provides a user-friendly online platform for managing investments in publicly-traded companies that address global challenges. With a simple pricing model, Swell aims to help clients save for retirement, college, or other financial goals while making a positive impact.Read More

What are Swell Investing social media links?
Swell Investing Linkedin page
Is Swell Investing a public company?
Swell Investing is private company therefore does not currently have an official ticker symbol
See more information about Swell Investing

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