OpenInvest

OverviewSuggest Edit

OpenInvest is a YCombinator-backed startup offering the world's first Socially Responsible Investing (SRI) online platform for retail investors. Our team of senior technologists from the hedge fund industry and civil society leaders aims to mainstream ethical investing by making it easy, personalized, and social.
TypePrivate
Founded2015
HQSan Francisco, CA, US
Websiteopeninvest.co

Latest Updates

Employees (est.) (Jul 2021)59
Job Openings2
Cybersecurity ratingAMore

Key People/Management at OpenInvest

Conor Murray

Conor Murray

CEO, Co-Founder
Josh Levin

Josh Levin

CSO, Co-Founder
Phil Wei

Phil Wei

Co-Founder
Jimmy Sun

Jimmy Sun

VP of Engineering
Neha Bhatia Ramdas

Neha Bhatia Ramdas

VP of Sales
Jon Whitney

Jon Whitney

VP of Product
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OpenInvest Office Locations

OpenInvest has an office in San Francisco
San Francisco, CA, US (HQ)
San Francisco
San Francisco, CA, US
Russ Building, 235 Montgomery St, San Francisco
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OpenInvest Financials and Metrics

Summary Metrics

Founding Date

2015

OpenInvest total Funding

$24.3 m

OpenInvest latest funding size

$10.5 m

Time since last funding

a year ago

OpenInvest investors

OpenInvest's latest funding round in April 2020 was reported to be $10.5 m. In total, OpenInvest has raised $24.3 m
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Human Capital Metrics

Embed Graph
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OpenInvest Cybersecurity Score

Cybersecurity ratingPremium dataset

A

91/100

SecurityScorecard logo

OpenInvest Online and Social Media Presence

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OpenInvest News and Updates

JPMorgan to acquire OpenInvest

JPMorgan has agreed to acquire OpenInvest, a provider of ESG tools for the wealth management industry.

J.P. Morgan agrees to acquire OpenInvest, a pioneer in values-based investing

NEW YORK and SAN FRANCISCO, June 29, 2021 /PRNewswire/ -- J.P. Morgan today announced that it has entered into an agreement to acquire OpenInvest, a leading financial technology company that helps financial professionals customize and report on values-based investments. The company will...

OpenInvest Named To Fast Company's 2020 List Of Most Innovative Companies

SAN FRANCISCO, March 11, 2020 /PRNewswire/ -- OpenInvest, the tech-enabled asset manager that provides customization, direct indexing, and socially responsible investing at scale, was named to Fast Company's List of 2020 Most Innovative Companies yesterday. Today, OpenInvest also won...

OpenInvest Powers Investments That Support People With Disabilities

SAN FRANCISCO, Oct. 30, 2019 /PRNewswire/ -- Investors can now direct their investments to companies that follow best practices of engaging people with disabilities thanks to a new service from OpenInvest. "People living with disabilities continue to be marginalized as a result of unequal...

Bank of the West taps OpenInvest to create sustainable investment portfolios

Bank of the West is tapping impact investing tech from OpenInvest to provide clients with personalis...

Bank of the West partners OpenInvest on personalised investing

OpenInvest, the tech-enabled asset manager that enables customization, direct indexing and impact in...
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OpenInvest Blogs

Resolute Investment Managers & OpenInvest

The post Resolute Investment Managers & OpenInvest appeared first on OpenInvest.

On BlackRock’s Unbelievable Climate Announcement

The post On BlackRock’s Unbelievable Climate Announcement appeared first on OpenInvest.

Top 10 SRI Inflection Points of the Decade

We rounded up the 10 most significant milestones in ESG investing since 2010. The post Top 10 SRI Inflection Points of the Decade appeared first on OpenInvest.

Legal & General Investment Management America + OpenInvest

The post Legal & General Investment Management America + OpenInvest appeared first on OpenInvest.

It’s Disability Awareness Month. Are You Investing in Disability Inclusion?

The post It’s Disability Awareness Month. Are You Investing in Disability Inclusion? appeared first on OpenInvest.

What Zero-Fee Trading Tells Us About the Post-Fund Future

In the last two weeks, Charles Schwab, Fidelity, TD Ameritrade, E-Trade, and Interactive Brokers eliminated commissions on online stock trades -- a move that sent shock waves across the financial sector. What does this mean for direct indexing? The post What Zero-Fee Trading Tells Us About the Post-…
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OpenInvest Frequently Asked Questions

  • When was OpenInvest founded?

    OpenInvest was founded in 2015.

  • Who are OpenInvest key executives?

    OpenInvest's key executives are Conor Murray, Josh Levin and Phil Wei.

  • How many employees does OpenInvest have?

    OpenInvest has 59 employees.

  • Who are OpenInvest competitors?

    Competitors of OpenInvest include MarketAxess, 360 Finance and 4finance.

  • Where is OpenInvest headquarters?

    OpenInvest headquarters is located at San Francisco, San Francisco.

  • Where are OpenInvest offices?

    OpenInvest has an office in San Francisco.

  • How many offices does OpenInvest have?

    OpenInvest has 2 offices.