Total Funding
40
Total FundingSeries A raised
Growth Score
pts
Heat Score
4 pts
Company Performance Metrics
Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
See more interactive data and historical milestones on desktop for the best experience
122337
OpenInvest is a Public Benefit Corporation and asset manager that uses technology to mainstream customized ethical investing.
Acquired by 
J.P. Morgan Asset Management
Conor Murray: Co-founder, CEOPast Role: Bridgewater Associates, Technology Associate- Phillip Wei: Co-founder & CTO
About the Company
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
