OpenInvest

company

About

OpenInvest is a Public Benefit Corporation and asset manager that uses technology to mainstream customized ethical investing.

  • 11 - 50

Details

Last Funding Type
Series A
Last Funding Money Raised
$10.40M
Industries
Financial Services,FinTech,Sustainability
Founded date
Jan 1, 2015
Number Of Employee
11 - 50
Operating Status
Active

Backed by capital from Andreessen Horowitz, Y Combinator, and QED, OpenInvest was founded in 2015 with a core focus on helping advisors unlock the true impact of their clients’ investments.

On June 29, 2021, J.P. Morgan announced that it has entered into a definitive agreement to acquire OpenInvest. OpenInvest will retain its own brand and be integrated into J.P. Morgan’s Private Bank and Wealth Management client offerings

Funding Rounds

Number of Funding Rounds
Total Funding Amount
2
$20.90M
OpenInvest has raised a total of $20.90M in funding over 2 rounds. Their latest funding was raised on Apr 16, 2020 from a Series A round.
Announced Date Round Money Raised Number of Investors Lead Investors Post Valuation
Apr 16, 2020 Series A $10.50M 1 Detail
Jul 26, 2018 Series A $10.40M 1 Detail

Investors

Number of Lead Investors
Number of Investors
1
OpenInvest is funded by 1 investors. SYSTEMIQ are the most recent investors.
Investor Name Lead Investor Funding Round
SYSTEMIQ Series A