Meeting financial goals. Realizing purpose.

SeekInvest helps advisors align clients’ financial goals with their values to deliver a positive impact.

Launching in the coming weeks, join the waitlist now for early access to our beta.

Invest with Purpose

23% of investors say their current portfolio is invested in accordance with their values, yet 80% want their investments to have a positive impact.

With SeekInvest advisors can differentiate and grow their business by seamlessly incorporating clients’ personal values.

Survey

Your client articulates which values are important, and we assign a values score to each holding and weighting in the portfolio.

Assess

Generate insightful & actionable proposals so you can have informed client discussions and make educated recommendations.

Make a Positive Impact with Investments

Add Investments That Fit

Identify new investments that are identified as a better fit for a client and can be added to the portfolio.

Reduce Investments That Don’t

Identify current portfolio holdings that can be sold, reduced or transferred in-kind to move the portfolio closer to a client’s values.

Tax Efficient Changes

Review potential portfolio changes for tax efficiency (future release).

Make a Positive Impact with Offsets

CO2 Greenhouse Gas Emissions

Capture or reduce emissions by purchasing carbon pollution offsets and retiring or vaulting them.

Plastic Waste Recycling & Reduction

Drive financing to plastic waste collection and recycling infrastructure.

Land Management

Finance initiatives designed to help secure rights to lands and resources, increase the resiliency of ecosystems, improve livelihoods, and create jobs.

Request your free trial now!