FLIT Invest
Snapshot
Open to Accredited Investors
Stocks
-97.20%
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.
10+ Employees
Experienced across finance, sustainability, and tech.
How You Earn
Growth + Income
Invest From
$10
Invest in
Stocks
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
Stocks Returns Calculator
Calculate how much you can earn by investing in Stocks. Results vary based on the investment amount, term, and other conditions.
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.
Press Coverage
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.
Recent Activity
Who’s Investing In Impact Funds?
FLIT Invest
User Requirements
US residents
Non-accredited investors
Over 18 years of age
US residents
Non-accredited investors
Over 18 years of age
Reviews
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With FLIT, I can see exactly how my money is making a difference. I have been able to generate a diversified impact portfolio that is aligned with my top values.
FINALLY a true sustainable investing app for everyone!!! I found FLIT when looking for sustainable options and realizing that most sustainable investing is just labeled green with nothing to back it. I feel good investing my money with FLIT because I got to pick the values that I care about and they invest for me AND show me exactly how my investments are making a difference.
FAQs
FLIT Invest is a Robo Advisor that allows users to buy shares of diversified funds which exclusively invest in the stocks and bonds of companies with high environmental, social, and corporate governance ratings. This allows investors to pull meaningful returns—while resting easy knowing their funds are put into investments which are good for the world.
FLIT Invest has raised nearly a million dollars in pre-seed money to build its Robo Advisor product. Investors’ holdings are insured by SIPC and FINRA, while the underlying funds are issued by world-renowned asset managers. In short, FLIT Invest is a trustworthy product for any investor serious about sustainability and impact investing.
Users set up an account, complete the onboarding process, and then deposit funds into their account. Based on your profile, the issues you care about, and your risk tolerance, FLIT Invest will assemble a portfolio of bond and stock funds. Your money will automatically be invested into this portfolio when you make deposits.