SAVVY is a digital platform that utilizes impact quantification to provide personalized sustainability metrics for individual investments in curated impact funds. This enables investors to clearly understand the environmental and social effects of their financial decisions, addressing the lack of transparency in sustainable investing.
Funding
$250K raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Many investors lack clear insights into the environmental and social impact of their investments, hindering their ability to align financial decisions with their sustainability goals. The complexity and jargon associated with sustainable investing further obscure the true impact of investment portfolios.
Solution
SAVVY is a digital platform that provides personalized sustainability metrics for individual investments, offering transparent impact reports for investors and wealth managers. The platform quantifies the environmental and social effects of investments in curated impact funds, enabling users to understand the tangible outcomes of their financial decisions. SAVVY offers tools like the Sustainable Wealth Report, Values Assessment Tool, and Simulator to help investors align their investments with their values and track both financial and sustainable impacts. By removing jargon and confusion, SAVVY empowers investors to make informed decisions and see the quantifiable impact of their money.
Target Audience
SAVVY primarily targets financial advisors, wealth managers, and private clients seeking to understand and improve the sustainability impact of their investment portfolios.
Features
- Personalized Sustainable Wealth Reports tailored to individual client holdings, delivering diverse sustainability metrics.
- Values Assessment Tool that aligns investments with client values through an intuitive interface.
- Simulator tool that creates sustainable investor profiles and tracks financial and sustainable impacts, including CO2 emissions avoided and renewable energy generated.
- Transparent Fund Reports providing snapshots of the environmental, social, and governance insights of investment fund offerings.
- Data visualization and easily understandable language to enhance client understanding of their financial footprint.