Key facts
- It has raised $720K across 1 recorded rounds; the latest was Seed Round ($336K) in Jan 2022.
- Notable investors include MassChallenge, Company Ventures, For ClimateTech, 1 Hotels, Clean Energy Venture Group — 9 tracked in total.
- GreenPortfolio has filed 4 Form Ds with the SEC since 2022, most recently Aug 2025 ($235K sold to 6 investors).
- Status: Privately Held (backing).
- ·Post-money valuations for all 1 rounds
- ·The complete investor list — 9 names
- ·Watchlist + deal alerts for GreenPortfolio
Funding rounds
1 roundsAbout GreenPortfolio
Developer of a digital investment advisory platform designed to support individuals in climate-smart investing. The company's platform offers algorithmic matching to climate-focused investment advisors and climate scoring of investor portfolios, providing individuals with informed decision-making, personalized investment strategies, and sustainability-focused financial planning.
- Sector
- Financial Services
- HQ
- New York, NY, United States
- Founded
- 2020
- Employees
- 9
- Website
- greenportfolio.com/
- Ownership
- Privately Held (backing)
GreenPortfolio doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in GreenPortfolio shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on GreenPortfolio in its N-PORT filings yet. We sweep new filings monthly.