Invest for a better world



We believe that investing can make a more positive impact for people and for the world. If you do too, our Socially Responsible Investing options might be just the thing you’re looking for.

Choose how your money will make an impact

Our Socially Responsible Investing Portfolios are built by our experts to make it easy to support companies that share your values—from funding green projects to promoting gender diversity—while investing in cost-effective ETFs

Climate Impact

Support companies with lower carbon emissions and the funding of green projects, and divest from holders of fossil-fuel reserves.Because there’s no planet B

Social Impact

Support companies that are actively working toward minority empowerment ($NACP) and gender diversity ($SHE).Because society isn't equal

Broad Impact

Invest in ETFs that consider all ESG elements, such as lower carbon emissions, ethical labor management, and greater board diversity.Because the world needs change

Here’s how a Social Investing could be better:

A future you can feel good about

Our financial guidance is provided to help you achieve your savings goals. And, when you invest with us, you invest in portfolios designed to be low-cost, deliver meaningful returns, and align with your values.
An ETF committed to change
At the heart of our Socially Responsible Investing portfolios is the $VOTE ETF from Engine No. 1. This low-cost fund gives investors more power to advocate for their values through Engine No. 1’s activist proxy voting.

STOCKS & BONDSClimate Impact

Invests in companies with lower carbon emissions and the funding of green projects while still helping you achieve potential long-term growth.

STOCKS & BONDSSocial Impact

Provides broad diversified exposure with a greater focus on companies actively working toward minority empowerment and gender diversity as part of your long-term strategy.

STOCKS & BONDSBroad Impact

Invests in companies that rank highly on environmental, social, and corporate governance (ESG) criteria without compromising potential long-term performance.

Social FundExplore the amazing features of our Social Plan

This asset class is targeted towards investors with long-term objectives and early returns
Spend less time micromanaging your investments
Expandable investment capital upwards
Zero account management fee
Deal Structuring



Min. Initial Investment Capital

14 Days

Min. Investment Duration


Average Daily Percentage ROI


Assets In Holding for This Class

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Still have questions?

How does Moonwhale work?

Moonwhale helps you manage your money through  guided investing, and retirement planning. We are a fiduciary, which means we act in your best interest.

We’ll help you set financial goals and set you up with investment portfolios for each goal.

For your long-term financial needs (like retirement, next year’s vacation, or a down payment), our investment strategy is built on low-cost ETFs (exchange-traded funds) and a risk profile based on how long you plan to invest.

For your daily earnings and trades, you can use our products that include Day Trading and, a high-yield cash account.

What are your fees? How does pricing work?

Investing: 0.25% per year on your invested balance, which covers all trading costs. Also, there are no additional transaction fees. Every fund your portfolio invests in charges fund fees that, in total, range from 0.03% to 0.50%.

Retirement: You can access our retirement planning tools without funding an account simply by syncing your existing accounts. Once you transfer retirement assets (like an IRA) to Moonwhale, Moonwhale will charge you a 0.25% management fee.

Premium Advice: 0.40% per year on your invested balance for unlimited over-the-phone access to our team of CFP® professionals.

We have no minimum balance requirements across the majority of our accounts (just $1000 to get started) —however, if you opt into our Premium plan, there is a $100,000 minimum.

Who are the experts behind the scenes?

Our team of investing experts make decisions about our portfolio strategies and fund selection with the help of an external committee of economists, PhDs, and industry experts.

More than just a portfolio management team, our experts work to develop improvements to our Tax Smart technology, our investment analysis tools, and other advanced strategies.

Can my Investments decrease in value?

Yes—far from unusual, downturns are a normal part of even the highest returning investments. Investors often worry and react with panic in response to market drops, even if they are invested properly for their long-term goals, but interim losses are to be expected even during the best investment periods.

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Set your financial future

Meeting your goals requires a plan. Our tools help you figure out the amount you’ll need.

Set your ideal retirement age, location, and current savings

Connect outside accounts for more informed advice on savings

Prioritize your savings across account types