Entities

OpenInvest

OpenInvest

OpenInvest is the first automated socially responsible investing tool in the world. It utilizes cutting-edge technologies to develop comprehensive financial portfolios for individual investors who seek bespoke portfolios specifically tailored to both their finances and personal values, without having to sacrifice returns. The platform allows clients to easily invest in booming companies that support LGBTQ rights, women’s rights, and other significant causes.

SOLUTIONS


Custom SMAs

Offer clients a bespoke ESG investing experience with fully customizable portfolios that align with their values while tracking the market.


OpenInvest Models

Provide your clients with an accessible ESG investing solution with passive, values-based models.


Portfolio Diagnosis

Connect with clients on a new level with tangible reports that highlight the impact of their investments.