OpenInvest
Values based personalization at scale for asset and wealth management
Based based in San Francisco, CA, USA, OpenInvest works in fintech.
Profile
OpenInvest is the first technology-backed, socially responsible investment asset management platform that aligns your investments with your values. OpenInvest’s proprietary technology seamlessly creates low-cost investment portfolios tailored to your values, while tracking market indices. A mission-driven company, OpenInvest was one of the first VC-backed Public Benefit Corporations.
The company sits in the fintech segment, where it competes on its core product or service.
San Francisco, CA, USA is where the company is located.
It is recorded at the Summer 2015 stage.
Its team size is recorded as 110 employees.
Directory analysis
OpenInvest is a U.S.-based fintech platform that offers technology-backed, socially responsible investment portfolios tailored to individual values. The company builds low‑cost, index‑tracking portfolios using proprietary algorithms and operates as a public‑benefit corporation. It serves asset and wealth managers looking to provide values‑based personalization at scale.
Positioning: OpenInvest occupies a niche in the ESG and impact investing space, targeting both institutional and individual investors seeking customizable, values‑aligned portfolios. Its public‑benefit status and proprietary tech differentiate it from traditional robo‑advisors, though market competition remains intense.
Note: OpenInvest focuses on values‑based portfolio personalization for asset managers.
Auto-generated directory analysis from public data · updated 2026-10-06 02:15:02. Informational only, not investment advice.
| Sector | Fintech |
|---|---|
| Headquarters | San Francisco, CA, USA |
| Country | USA |
| Employees | 110 |
| Stage | Summer 2015 |
Website: www.openinvest.com
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