About Us

Connecting your money with impact.
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The Recap Story

Our technology makes your Impact Investing smart, easy and personalized.

Times are changing. Our approach towards money should change as well. We can do transformative things with technology and our social consciousness is now catching up with the costs of these advancements. Such times call for a new way of thinking. It’s time to pursue business and innovation in a way that delivers both value and positive impact.

When our founders came together to discuss this idea, we realized that it was a vision to share with the world. We wanted to build an investing experience for you that reflects your purpose, is easy to understand and employs state-of-the-art financial technology. It is often said that “The best way to predict your future is to create it.”

So let’s create it together. Welcome to Recap Investing.

40+ years of combined experience in financial services, risk management, financial technology and sustainable investing

“We can’t wait for future generations to solve our environmental and social problems – it will be too late.”
Michael Chu


“People can now make money and still make a difference in the world.”
Carolyn Allwin

Chief Sustainability Officer

“Allocating your capital is similar to voting in a democracy. It may not feel like an individual’s vote matters, but collectively we can make a huge difference.”

Aric Yusim

Chief Investment Officer

Recap is a sustainable investing platform that enables you to easily invest in companies that share the same environmental and social values as you.

Recap Investing Inc. is an SEC-registered investment adviser.

Brokerage services provided to clients of Recap Investing Inc. by Interactive Brokers LLC (https://www.interactivebrokers.com). Interactive Brokers is a member NYSE - FINRA - SIPC and regulated by the US Securities and Exchange Commission and the Commodity Futures Trading Commission.

Investments in securities: Not FDIC Insured • No Bank Guarantee • May Lose Value.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Before investing, consider your investment objectives and Recap's fees and applicable custodial fees.

By using this website, you understand the information being presented is provided for informational purposes only and accept our Privacy Policy. Recap Investing relies on information from various sources believed to be reliable but cannot guarantee the accuracy and completeness of that information. Nothing on this website should be construed as a solicitation or offer, or recommendation, to buy or sell any security. Investing involves risk. Past performance is not a guarantee or indicative of future returns.

Recap's performance is hypothetical and does not represent the investment performance or the actual accounts of any clients. The securities in the hypothetical portfolio were selected with the full benefit of hindsight, after their performance over the period shown was known. The results achieved in our simulations do not guarantee future investment results. The model performance information is based on the back-tested performance of hypothetical investments over the time periods indicated. “Back-testing” is a process of objectively simulating historical investment returns by applying a set of rules for buying and selling securities, and other assets, backward in time, testing those rules, and hypothetically investing in the securities and other assets that are chosen. Any comparisons to indices are provided for illustrative purposes only.