Overview
OpenInvest provides ESG-focused investment tools that help financial advisors and individual investors create customized portfolios by transitioning to separately managed accounts (SMAs) down to the level of individual stocks. Its platform uses algorithms to build personalized portfolios, track benchmark performance, and apply tax loss harvesting to improve tax efficiency. The service stands out by offering SMA-level customization with explicit ESG impact reporting and the ability to compare historical performance, enabling value-aligned investing. The goal is to connect financial results with social impact, helping clients see and pursue the tangible effects of their investments.
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Simplify's take
What believers are saying
- JPMorgan updated OpenInvest-powered pages in January 2026, showing active integration.
- OpenInvest.com remained live in January 2026, signaling ongoing product maintenance.
- In November 2025, OpenInvest added Partnervest, Franklin Templeton, and three online offerings.
What critics are saying
- JPMorgan owns OpenInvest, so priorities follow Private Bank revenue, not startup growth.
- ESG backlash and weaker advisor demand can freeze new mandate wins by 2027.
- OpenInvest's brand disappears inside JPMorgan if 55ip and Private Bank absorb it.
What makes OpenInvest unique
- JPMorgan's January 2026 pages still use OpenInvest's 18-factor sustainability engine.
- OpenInvest turns portfolio emissions into relatable metrics like New York-London one-way flights.
- Its screens cover tobacco, weapons, deforestation, and racial inequity across client portfolios.
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