The Journey to Build the Next Generation Mobile Trading Platform for Socially Conscious Investors - Will Peterffy // ESG Director at Interactive Brokers

----------------------------------------Introducing Causeartist BackOffice, your dedicated operations partner for social enterprises, nonprofits, and mission-driven funds. We provide comprehensive, full-stack operational support, allowing you to focus on growth and impact.Our team of licensed experts—including CPAs, CFOs, and technology specialists—delivers solutions in:Financial Management: Full-cycle bookkeeping, accounting, and tax compliance.Growth & Marketing: Data-driven strategies to maximize your reach and revenue.Investor Readiness: Preparing you for capital raises with pitch decks, financial models, and due diligence support.HR & Administration: Streamlined hiring, payroll, and benefits management.Technology & Security: Expert IT support, platform integration, and cybersecurity.Causeartist BackOffice is trusted by early-stage founders and global teams for world-class expertise built for impact.To learn how we can support your organization, visit Causeartist BackOffice for a free strategy session.In this episode, I speak with Will Peterffy, ESG Director at Interactive Brokers, on his life's journey of ecological discover and building the next generation mobile trading platform for socially conscious investors.Will is on a mission to arm millennials to gen Zs with tools to invest in the future and make “impact” in the world. From giving back to planting trees all based on personal values and cause. A lifelong environmental advocate, Will has made it his mission to help humanity right its relationship with the earth. As ESG Director of Interactive Brokers, Will has led the development of IMPACT, a mobile trading platform for socially conscious investors. IMPACT solidifies Interactive Brokers’ commitment to sustainable practices. Additionally, Will has built an organization called “One Small Planet” whose mission statement is to harmonize the wealth of people and planet through the deployment of vital capital. Will views the launch of the IMPACT app and One Small Planet as a manifestation of his life’s purpose. The son of Hungarian immigrant and Forbes billionaire, Thomas Petterfy, Will is determined to make an impact for his generation.   With IMPACT, users select their personal investment criteria from 13 impact values and principles across a variety of categories including environmental sustainability, racial and gender equality, clean water, LGBTQ inclusion, and ethical and transparent business practices. Users can also exclude investments based on 10 categories including animal testing, corporate political spending and lobbying, and environmental pollution. Based on their preferences, the IMPACT app identifies companies that correspond with the categories and provides impact scores on existing portfolios and holdings. The user may then choose to customize their portfolios to align with their values. Spotlighting impact startups, brands, and founders.We feature social impact startups, conscious brands, and visionary founders shaping the future of business. Join thousands—subscribe to our weekly newsletter for exclusive interviews, the latest funding rounds, digital tool reviews, and curated products fueling the impact economy.To learn more, please visit causeartist.com

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