WanderWealth
Standard 11-compliant investing — screens out anti-LGBTQ+ companies, funds LGBTQ+-owned businesses, no commissions, no advisor pressure.
Finance & LegalAbout
Mainstream investment platforms put user money into mutual funds that include Chick-fil-A parent company, Heritage Foundation-funded companies, and ADF donors. No investing platform currently screens for anti-LGBTQ+ company exposure. WanderWealth inverts this: negative screen removes all companies rated hostile by HRC Corporate Equality Index or donating to ADF/conversion therapy advocacy; positive screen overweights LGBTQ+-owned businesses and worker cooperatives. 0.25% AUM fee, no commissions, no upselling. Fully Standard 11-compliant: same supply-chain ethics that govern WanderVerse's own operations apply to every portfolio holding.
Features
- LGBTQ+ ESG screen: removes ADF donors, HRC CEI hostile-rated, anti-workplace-protection companies
- Standard 11 screen: no UFLPA supply chains, no private prisons, no predatory lenders
- Positive screen: overweights LGBTQ+-owned businesses, worker cooperatives, certified B Corps
- Holdings transparency: every holding explained — why it passed, what was excluded and why
- 0.25% AUM fee — below Betterment 0.4%, no commissions, no upselling pressure
- WanderLearn integration: Zero to First Investment 6-module track before first investment
- WanderWill integration: beneficiary designation as required step — chosen family default
- Debt-first logic: WanderFund assesses whether investing makes sense before recommending it
- ITIN-based accounts: undocumented investors can participate
- RIA partnership model: white-label registered investment advisor for compliance