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OpenInvest

Entity Type
Corporation
Links
Website Twitter LinkedIn
Industry
Finance, Investments & Asset Management
Location
San Francisco
Founding Date
2015

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.

Conor Murray

2015 - present

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.

Warnings and Disclaimers

The information contained herein is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. It is not designed to meet your personal financial situation - we are not investment advisors nor do we give personalized investment advice. The opinions expressed herein are those of the publisher and are subject to change without notice. It may become outdated an there is no obligation to update any such information.

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