OpenInvest is a tech-enabled asset manager that provides customization, direct indexing, and ESG investing at scale.
OpenInvest is a Registered Investment Adviser and Public Benefit Corporation leveraging technology to provide a next-generation impact investing solution.
OpenInvest was founded in 2015 by Conor Murray, Josh Levin, and Phil Wei. The company is headquartered in San Francisco, California.
OpenInvest builds tax-efficient, market-tracking, values-aligned portfolios for your clients, turning you into a responsible investing expert.
OpenInvest's easy and elegant Separately Managed Account platform seamlessly creates low-cost investment portfolios tailored to the causes clients cherish most, while tracking market indices. OpenInvest then delivers in-depth impact reporting, dynamic divest-invest activity, easy shareholder engagement, and more.
OpenInvest's technology enables customization, direct indexing, and ESG investing at scale. OpenInvest's APIs empower relationship managers to deliver their own factor portfolios, personalization, and tax optimization while maintaining firm-level discipline.
OpenInvest is backed by QED Investors, SystemIQ, Resolute Investment Managers, ABN AMRO Ventures and others. The company raised $10.5M in a Series A1 round on April 16, 2020. This brings OpenInvest's total funding to $24.3M to date.