Wallet Max and GreenPortfolio: Investor AMA
At Wallet Max, we are proud to showcase our portfolio company, GreenPortfolio, for an evening highlighting the founders’ success thus far and in support of their current capital raise.
GreenPortfolio is an SEC-registered service enabling sustainable investing by connecting impact-focused financial advisors to next-gen clients.
Join us for a small-group, intimate gathering with the goal to increase fundraising access for women-led startups in climate, finance, and technology. Request a seat at the table today!
Why Attend:
Get an Inside Look: Hear firsthand from GreenPortfolio’s leadership about their mission, platform, and recent milestones
Engage Directly: Participate in a candid AMA session, designed for investors who are seriously considering joining the current round
Network with Leaders: Connect with other mission-aligned investors and financial innovators
Agenda:
Join us for an intimate, high-impact discussion with the leadership and investors of GreenPortfolio.
Discover the latest trends in impact investing and sustainable wealth management. Founders Bonnie Gurry and Elizabeth Landau will present recent achievements, growth plans, and answer your questions about investing in GreenPortfolio.
Leave with valuable connections, insights, and the opportunity to be part of GreenPortfolio’s mission to drive the green wealth transition forward.
Learn more in the bios below. Request a seat at the table today!
Your host:
Bhuva Shakti, Founder & CEO at Wallet Max.
About Wallet Max:
Wallet Max is an inclusive global community of corporate executives and venture capitalists with a mission to expand fundraising access for high-growth startups in the technology, AI, fintech, and climate sustainability sectors.
With more than 10 investments directly in impact entrepreneurs thus far, Wallet Max’s network of 1,000 innovators and 60 partners regularly meet in person and virtually throughout the year to mutually exchange connections and drive collective action. Wallet Max ecosystem of events and initiatives are prominent during the New York Fintech Week, the New York Tech Week, and the New York Climate Week every year.
Wallet Max's Planet Positive Podcast is a monthly interview with female investors driving impact globally. Aligned with our mission to challenge the status quo, we showcase personal and professional journeys of diverse investors (Angels, VCs, PEs, Family Office, Corporate Venture) looking to leverage inclusion and impact without compromising growth of investments. Supporting sustainable innovations is good for people's wellbeing, planet survival, and financial profits.
Learn more about Wallet Max 2024 success and 2025 global initiatives: https://getwalletmax.com/climate-forward-2025
About Bhuva Shakti:
Bhuva Shakti (she/her) is the visionary founder and CEO driving sustainable innovation at Wallet Max, a global community of executive women and venture capital investors with a mission to expand fundraising access for high-growth sustainable startups. With an MBA from Columbia University in New York and as a senior executive director on Wall Street for three decades, Bhuva has managed diverse financial portfolios and launched several digital transformation products for investment banks, capital markets, and payment networks.
Bhuva’s leadership and risk governance oversight, during the global financial crisis and the pandemic, was pivotal for the success of regulatory compliance and mergers acquisitions at the world's top banks and credit rating institutions. Bhuva is a board director and fractional C-Suite advisor for social impact businesses, and a keynote speaker advancing economic inclusion and climate-fintech partnerships.
Bhuva is the USA country director for World Business Angels Investment Forum and the Chief Ethics & Culture Officer for Women in AI worldwide. She leads the fundraising strategy and product operations for market expansion and manages investor relations throughout the diligence and investment. Bhuva is the founder of Bhuva’s Impact Global that provides board advisory services and enterprise risk management for public and private corporations.
About GreenPortfolio:
GreenPortfolio is the SEC-registered service that strategically connects financial advisors with affluent values-driven millennial investors through proprietary algorithmic matching. Operating in a fast-growing market segment, we bridge the gap between the 96% of next-gen investors demanding sustainable options and advisors seeking this high-value demographic. Our revenue-sharing model generates recurring income from advisory fees for the life of each referred account. GreenPortfolio uniquely combines personalized referrals, digital-first processes, and sustainable focus with exceptional unit economics in one defensible platform.
About Bonnie Gurry:
Bonnie is the CEO of GreenPortfolio. She's passionate about helping individuals discover financial products and services that align with their values and goals - especially when it comes to making a positive climate impact.
That’s why she founded GreenPortfolio: to make it easy, fast (and free!), for them to learn about the climate impact of their finances and find solutions.
GreenPortfolio can connect clients with pre-vetted financial advisors who integrate climate into their practice or help quickly analyze their investments.
About Elizabeth Landau:
Elizabeth is the COO at GreenPortfolio, the SEC-registered service that strategically connects financial advisors with affluent next-gen clients seeking climate-smart investment strategies.
In her 16+ years of leadership, Elizabeth has built and scaled high-growth businesses across B2B and B2C markets, including spearheading a $100M innovation pipeline at ABInBev that drove market expansion for premier brands like Stella Artois and Goose Island.
Recognizing the gap between investor demand for values-aligned wealth management and access to trustworthy expertise, Elizabeth founded GreenPortfolio to accelerate the great green wealth transition.
She holds a B.S. in Chemical and Biomolecular Engineering from the University of Pennsylvania and an M.B.A. from NYU Stern School of Business.