Founded in 2015, OpenInvest established itself as a public benefit corporation focused on environmental, social, and governance (ESG) investing. The company developed a sophisticated technology platform that enables financial advisors to create, manage, and report on customized investment portfolios that align with their clients' personal values. In 2021, OpenInvest was acquired by J.P. Morgan to enhance its capabilities in personalized and values-based investing within its Asset Management division. Today, OpenInvest continues to serve the wealth management industry by providing tools for direct indexing, impact reporting, and portfolio customization.

Founded in

United States