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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 stands out by emphasizing the connection between financial performance and social responsibility, offering tools for impact reporting and portfolio transition. The company's goal is to empower clients to make informed investment decisions that align with their values while achieving their financial objectives.
Company Stage
Series A
Employees
11-50
Industries
Fintech, Financial Services
Total Funding
$23.7M
Headquarters
San Francisco, California
Founded
2015
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