Work Here?
Work Here?
Work Here?
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 individual stock preferences, ensuring alignment with ESG values and optimizing tax benefits. OpenInvest stands out by emphasizing the connection between financial performance and social responsibility, providing tools for impact reporting and portfolio visualization. The company's goal is to empower clients to make informed investment decisions that reflect 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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