About OpenInvest
OpenInvest offers customized investment solutions focused on environmental, social, and governance (ESG) criteria for financial advisors and individual investors. Their platform allows clients to create separately managed accounts (SMAs) tailored to their specific values, providing control over portfolio construction and tax efficiency. OpenInvest differentiates itself by using advanced algorithms to build personalized portfolios and offering tools for impact reporting and portfolio transitions. The goal is to connect financial performance with social responsibility, helping clients make informed investment decisions that align with their values.
San Francisco, CaliforniaHeadquarters
2015Year Founded
$23.7MTotal Funding
SERIES_ACompany Stage
Fintech, Financial ServicesIndustries
11-50Employees
Risks
Increased competition from fintech companies may dilute OpenInvest's market share.
Integration with J.P. Morgan could lead to conflicts with OpenInvest's ESG mission.
Regulatory scrutiny on ESG claims may impact OpenInvest's reputation and operations.
Differentiation
OpenInvest offers customized SMAs with ESG alignment and tax efficiency.
The platform provides impact reporting and portfolio transition tools for informed decision-making.
OpenInvest empowers clients to align investments with personal values, enhancing client engagement.
Upsides
Growing demand for ESG investing boosts OpenInvest's market potential.
Partnerships with firms like Aldersley Capital expand OpenInvest's reach and offerings.
Digital wealth management growth supports OpenInvest's fintech-driven business model.
Funding
Total raised$23.66 M
Latest valuation$52.50 M
StageSERIES_A