OpenInvest
Acquired★ Top companyValues based personalization at scale for asset and wealth management
This company has previously operated under “Open Invest”. A rename frequently marks a pivot in positioning or product — useful raw material for variant ideas.
About
OpenInvest is the first technology-backed, socially responsible investment asset management platform that aligns your investments with your values. OpenInvest’s proprietary technology seamlessly creates low-cost investment portfolios tailored to your values, while tracking market indices. A mission-driven company, OpenInvest was one of the first VC-backed Public Benefit Corporations.
Founders · 2
Originally from Ireland, Conor moved to the US to study math, computer science, econ and philosophy at MIT. After working at Morgan Stanley out of college, he moved to Bridgewater where he spent 8 years building portfolio construction and management systems. After Bridgewater, Conor moved out to San Francisco and founded OpenInvest in 2015 with Philip Wei and Josh Levin. OpenInvest was acquired by JP Morgan in 2021.
