Also known as: Open Invest
Values based personalization at scale for asset and wealth management
Company was acquired
Event Year: 2015
Company was acquired
Event Year: 2015
OpenInvest pioneered a technology-driven approach to socially responsible investing, offering an asset management platform that harmonizes investments with individual values. Their innovative technology facilitated the creation of cost-effective investment portfolios customized to reflect specific values, all while closely mirroring market indices. As a purpose-driven organization, OpenInvest distinguished itself as an early adopter of the Public Benefit Corporation model, backed by venture capital, aiming to revolutionize personalized and ethical investment strategies.
OpenInvest pioneered a technology-driven approach to socially responsible investing, offering an asset management platform that harmonizes investments with individual values. Their innovative technology facilitated the creation of cost-effective investment portfolios customized to reflect specific values, all while closely mirroring market indices. As a purpose-driven organization, OpenInvest distinguished itself as an early adopter of the Public Benefit Corporation model, backed by venture capital, aiming to revolutionize personalized and ethical investment strategies.
Total Raised: Unknown (Y Combinator backed)
Last Round: Summer 2015
Total Raised: Unknown (Y Combinator backed)
Last Round: Summer 2015
Fintech
Fintech
Fintech
Fintech
Team size: 110
Hiring: No
Team size: 110
Hiring: No
