GreenPortfolio Inc.

GreenPortfolio serves individual and high‑net‑worth clients by providing an online climate‑scoring tool for publicly traded securities and a software‑based referral service that recommends third‑party investment advisers. Its services are delivered exclusively through interactive websites and require clients to consent to electronic terms of service before use.

The firm’s climate scoring relies on proprietary algorithms that place emphasis on estimated carbon intensity and the business practices of companies and financial institutions, and it does not assess financial performance or make direct investment recommendations. Instead of managing assets, GreenPortfolio facilitates introductory meetings with participating third‑party advisers, performs ongoing climate scoring of connected accounts, and provides annual due‑diligence reports while receiving an ongoing referral fee from those advisers.

Distinctive aspects include an exclusively internet‑based delivery model with continuously accessible, algorithmic scoring (no one‑on‑one advisory services provided by GreenPortfolio) and an unusually high client count per advisor, reflecting an automated, scalable offering. The firm also does not engage in portfolio management or charge clients percentage‑of‑AUM fees and limits its recommendations to third‑party advisers that agree to participate in its referral program, a structural conflict disclosed in the brochure.