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OpenInvest
ESG-focused online investment advisor
- 21-100 employees
- Fintech
- B2C
- Retail
- B2B
- Enterprise
- Sustainability
- Investing
- Data Analysis
- Financial District, San Francisco, CA
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Company mission
OpenInvest, a J.P. Morgan company, is on a mission to deliver technology that mainstreams values-based investing.
10% employee growth in 12 months
Our take
ESG targets are both of increasing moral concern to financial players, and according to some commentators, an indicator of above-average returns. That means that investors of all stripes are increasingly focused on understanding the impact of their ESG portfolios and using that information to make investment decisions that better align with their goals.
OpenInvest is an ESG-focused investing platform that uniquely dives deep into the data of its offered investments such that users can track the impact of their assets even down to the number of trees planted.
After a recent acquisition by JPMorgan, the platform is being integrated into JPMorgan’s Private Bank and Wealth management offerings. Despite the challenge of remaining inventive and cutting edge after its integration with the banking behemoth, OpenInvest has forged new and innovative partnerships in 2023 that include investment opportunities for young Australians, five new portfolios for investment through SparkInvest and digital investment services through Sydney-based Desk. All of this indicates not only a partnership push in the APAC but that OpenInvestment is maintaining its drive and creativity post-IPO.
Steph
Company Specialist at Welcome to the Jungle
Company values
- Pursuing a challenging mission
- Thriving on transparency
- Maintaining high standards of integrity
- Guaranteeing the right to be heard
- Prioritizing personal growth
- Prioritizing diversity and inclusion
Funding (last 2 of 4 rounds)
Apr 2020
$10.5m
SERIES A
Jul 2018
$10.4m
SERIES A
Total funding: $24.4m
This company has top investors
Leadership
Conor Murray
(CEO)Investment banking at Morgan Stanley. Also lead team of engineers at Bridgewater Associates, the world’s largest hedge fund. Conor graduated from MIT with a degree in Mathematics and Computer Science.
Josh Levin
(CSO)Josh brings over a decade of experience in sustainable finance to OpenInvest, including 6 years at the World Wildlife Fund (WWF) where they managed the Sustainable Finance Program and authored several reports. Josh holds a BA from Harvard and an MBA from NYU Stern, where they were a Reynolds Fellow in Social Entrepreneurship.