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FLIT Invest

5.0

(2 Reviews)

Stocks

Automated impact investing based on your personal values.
Join 250+ Users

Snapshot

Open to Accredited Investors

Stocks

+166.20%

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10+ Employees

Experienced across finance, sustainability, and tech.

8%-11%

Target Return

Returns depend on the user’s risk level.

High

Liquidity

Users can add and withdraw funds as they please.

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10+ Employees

Experienced across finance, sustainability, and tech.

How You Earn

Growth + Income

Invest From

$10

Invest in

Stocks

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10+ Employees

Experienced across finance, sustainability, and tech.

Open to Accredited Investors

Top Perks of Investing in Impact Funds

Environmental, Social, and Corporate Governance (ESG) funds allow you to invest in less fossil fuels and sin products.

ESG index strategies have consistently outperformed market cap indices like the S&P 500 over 1, 3 and 5-year time horizons.

The S&P 500’s ESG portfolio shares 60% of its weight with the standard S&P 500.

Bloomberg, Morgan Stanley and Morningstar have found ESG funds to be less volatile during market dips.

Can I trust FLIT?

FLIT Invest is a Registered Investment Advisor with the SEC, backed by Oktogon Ventures and other angel investors.

250+

# of Investors

$750K

Amount Raised

SIPC-Insured

Up to $500k

# of Investors

250+

Amount Raised

$750K

Up to $500k

SIPC-Insured

250+

# of Investors

$750K

Amount Raised

SIPC-Insured

Up to $500k

Overview

Interest in Environmental, Social, and Corporate Governance (ESG) investing has grown significantly, with ESG funds reaching a record $40 trillion market in 2022.
 

Investors are increasingly conscious of where their money is invested, seeking to exclude companies engaged in activities like fossil fuels and deforestation, and instead prioritize values like gender and racial equality, green energy, and more.
 

FLIT Invest is helping Americans put their money into investments, companies and strategies that have positive social and environmental impacts—without sacrificing financial returns.

High Growth

11.91% avg. returns over the past 10 years

High Correlation

0.997 correlation to the S&P 500

Equity

Shares of ETFs and mutual funds

FLIT Invest Pros & Cons

The Good
  • Generate a diversified impact portfolio aligned with your top values.

  • FLIT goes beyond the limitations of ESG investing to make sure your portfolio is truly sustainable and excludes fossil-fuel companies.

  • Access the best-in-class impact managers with as little as $10.

  • FLIT shows you how your money is making a difference with proprietary impact tracking and reporting.

The Not-So-Good
  • Users have to pay ETF fees in addition to FLIT’s $5/month subscription.

  • Impact investment funds tend to have higher fund fees than their traditional counterparts.

  • The track records of ESG and impact funds are limited since they’re still relatively new.

FLIT Invest Track Record

8-11%

Target Returns

Benchmarked to MSCI World

4.9-Star

Rating

Across dozens of App Store reviews

45k+ Possible

Portfolios

Curated to each user’s values

Visit Website

Stocks Returns Calculator

Calculate how much you can earn by investing in Stocks. Results vary based on the investment amount, term, and other conditions.

$
%
years
$
Frequency
Monthly

Invested

$7,000

Projected Fees

$6,585.73

Projected return

$-5,610.06

Value after fees

$1,389.94

How it Works

Here’s how FLIT Invest helps users auto-invest in causes they care about:

Here’s how FLIT Invest helps users auto-invest in causes they care about:

1

Open your account

Setup your FLIT Invest account by answering KYC questions.

2

Select your top values

FLIT Invest will curate a diversified mix of stock and bond funds with ESG or impact investing principles based on your goals. Divest from companies you don’t want to invest in, exclude companies engaged in harmful behavior and rank the top 3 values you care about most.

3

Fund your account

Set up deposits and FLIT Invest will automatically allocate your funds. FLIT uses Plaid to link your bank accounts plus bank-level security and 256-bit encryption to protect your information.

4

Track your impact & sell when you want

FLIT uses industry best practices when calculating impact, following the guidelines of the Global Impact Investing Network and Impact Management Project. With their personalized impact tracking, you can measure the difference your money is making in the world.

See inside MoneyMade’s 6-figure multi-asset portfolio

6-Figures

12+ Assets

50+ Platforms

4yr+ Returns

How You
Make Money

FLIT Invest allocates your money into ETFs and mutual funds aligned with your top values. Users primarily earn returns from capital appreciation and dividend income, which is reinvested in portfolios. While FLIT advocates for long-term investing, users can request to sell off their portfolios on a daily basis. FLIT sells assets within one day of a redemption request  (T+1).

Primary Sale

Selling stock and bond funds

How FLIT Invest
Makes Money

FLIT’s service is based on a subscription model, where users can choose to pay $5 per month or $50 upfront for the year (16% discount).

$5/mo or $50/yr

Fee Per Year

Users get a 16% discount when they choose the annual plan.

How You’re Taxed

Stocks can be subject to both capital gains and income tax, with the exact rate depending on the taxpayer's country of residence, personal income tax bracket and whether or not the investment is held in a tax-advantaged account. At the end of each tax year, FLIT Invest sends investors documents to file their tax returns.

Investors are not expected to trigger a taxable event until one of their stocks is sold at a profit. Your stocks do, however, trigger a taxable event as soon as they generate dividends.

Investments held for longer than a year benefit from long-term capital gains tax—taxed at a much lower rate than ordinary income.

Federal, state and local taxes also affect the total tax burden associated with the investment. For more clarity, consult with an advisor before making an investment.

0-31.8%

Capital Gains & Income Tax

Investments held for >1 year benefit from long-term cap gains tax

Meet the Team

FLIT Invest’s 10-person team has expertise in financial services, consumer goods, software, and sustainable investing. The company’s founder, Alejandro Fritz, is a chartered financial analyst and former J.P. Morgan investment specialist. Fritz specifically has expertise in working with ultra-high net worth individuals.

FLIT Invest

5.0

(2 Reviews)

Stocks

User Requirements

US residents
Non-accredited investors
Over 18 years of age
US residents
Non-accredited investors
Over 18 years of age

Reviews

5.0
  • 5

    1

  • 4

    1

  • 3

    0

  • 2

    1

  • 1

    1

K

Kit

Simple, intuitive web site. Very responsive investor relations team. More deals and better quality offerings than any other online marketplace. I'm a fan.

I'm an accredited investor and I was displeased with the minimums. I like the ability to diversify.

This website does not accept international investors

FAQs