Asset management platform that enables customization, direct indexing, and ESG investing11-50 Employees
- B2C
- Growth StageExpanding market presence
- Top InvestorsThis company has received a significant amount of investment from top investors
- YC FundedStartup funded by Y Combinator
OpenInvest careers
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.
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.
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Joshua Levin
Phillip Wei
Co-Founder @OpenInvest (Y-Combinator S15), Co-Founder @Deliveroo, Trading systems for @Bridgewater Associates & @BlueMountain Capital
Conor Murray
Founder Open Invest • Worked at @Morgan Stanley, @Bridgewater Associates • Studied at @Massachusetts Institute of Technology
Valuation
$0
Funded over
5 rounds
Latest round
Acquired (Jun 2021)
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