OpenInvest is a tech-enabled SMA (separately managed accounts) asset manager that provides infrastructure technology that enables customization, direct indexing, and ESG investing at scale. Its APIs allows relationship managers to deliver their own factor portfolios, personalization, and tax optimization while maintaining discipline.
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Discussion
Fintastico Team
10 months, 2 weeks
https://www.crowdfundinsider.com/2020/04/160227...
U.S. Investing Platform OpenInvest Secures $10.5 Million Through Series A1 Funding Round Led By QED Investors
OpenInvest, a U.S.-based investing platform, announced on Thursday it secured $10.5 million through its Series A1 funding round, which was led by QED Investors with participation from SystemIQ, Resolute Investment Managers,and ABN AMRO Ventures. The latest found of funding comes less than two years after
Fintastico Team
1 year, 2 months
http://www.americanbanker.com/news/bank-of-the-...
Bank of the West nudges customers to be more eco-friendly
The bank is working with a Swedish fintech to offer a tool that lets account holders track how their spending choices might be contributing to climate change. The tool may never be a big moneymaker, but it could help the San Francisco bank attract customers and recruit employees.
Fintastico Team
1 year, 4 months
http://www.americanbanker.com/news/bank-of-the-...
Bank of the West partners with fintech OpenInvest for tech-enabled values investing
Software creates a portfolio for bank customers that could be designed to support, say, efficient energy sources or refugees and avoid investments clients consider objectionable.
Fintastico Team
1 year, 6 months
https://impactalpha.com/the-brief-retail-invest...
The Brief: Retail investing shakeout, cutting food waste, seeding inclusive fintech, blended financing for smallholders, beyond venture capital | ImpactAlpha
The latest global trends in impact investing and social impact in new financial markets, venture capital and impact investment funds. Join now!
Fintastico Team
2 years
https://www.crowdfundinsider.com/2019/02/144107...
Time to Differentiate: Introducing OpenInvest's “Heart-Healthy” Investing
OpenInvest, lanched in 2015 by Phil Wei and Conor Murray, the investment platform is a public benefit corporation (PBC) that wants to use tech to 'bring honesty and transparency to financial services.'The platform seeks to give investors the opportunity to 'align their values' with their
Fintastico Team
2 years
https://www.crowdfundinsider.com/2019/02/144107...
Time to Differentiate: Introducing OpenInvest's “Heart-Healthy” Investing
OpenInvest, lanched in 2015 by Phil Wei and Conor Murray, the investment platform is a public benefit corporation (PBC) that wants to use tech to 'bring honesty and transparency to financial services.'The platform seeks to give investors the opportunity to 'align their values' with their
Fintastico Team
2 years, 3 months
https://www.crowdfundinsider.com/2018/11/140767...
Divest from Dark Money: OpenInvest Utilizes CPA-Zicklin Index to Advise Politically Transparent Investments
OpenInvest, a digital investment advisor for socially responsible investing, launched Divest from Dark Money, a one-click way to invest in companies that prioritize political transparency. The Divest from Dark Money screen allows investors to divest from companies that fail to publicly disclose whether corporate funds
Fintastico Team
2 years, 7 months
https://www.crowdfundinsider.com/2018/07/136971...
OpenInvest Secures $10.4 Million During Series A Funding Round Led By QED Investors | Crowdfund Insider
OpenInvest, an impact investing platform empowering individuals to drive social change with their dollars, announced on Thursday it secured $10.4 million
Fintastico Team
2 years, 7 months
https://www.finextra.com/pressarticle/74882/dig...
Digital invesment advisor OpenInvest raises $10.4 million
OpenInvest, the first digital investment advisor for socially responsible investing, announced today that it raised $10.4 million in Series A funding.