OpenInvest

Acquired

ESG and values-based investing platform that enabled financial advisors to create customized portfolios aligned with clients' environmental, social, and governance values while tracking market indices. One of the first VC-backed Public Benefit Corporations. Built Dynamic Custom Indexing (DCI) technology for personalized portfolios at scale. Acquired by JPMorgan Chase in August 2021.

Founders Conor Murray, Joshua Levin, Phillip Wei

CEO Conor Murray

Company

Founded

2015

Headquarters

San Francisco, United States

Employees

11-50

Financials

Total Funding

$24M

Sectors

Fintech

openinvest.com

Funding History

3 rounds

Acquired by JPMorgan Chase Aug 5, 2021

Series A Apr 16, 2020

$11M

QED Investors (Lead) SYSTEMIQ Resolute Investment Managers ABN AMRO Ventures

Series A Jul 26, 2018

$10M

QED Investors (Lead) Andreessen Horowitz SYSTEMIQ Wireframe Ventures Yard Ventures Abstract Ventures

Seed May 16, 2017

$3M

Andreessen Horowitz (Lead) Abstract Ventures Wireframe Ventures SV2

Funding data is compiled from multiple independent sources including company announcements, press coverage, and regulatory filings. While we strive for accuracy, amounts and dates may reflect reported figures at time of announcement.