OpenInvest
HQ Address
2 Mint Plaza, Suite 604, San Francisco, CA 94103, United States
Website Address
Business introduction
A Simple, Powerful ESG Solution
Win clients with values-based investing tools that reflect their impact on the world
At OpenInvest, we believe in the power of values-based investing.
Our mission
OpenInvest is a Public Benefit Corporation on a mission to deliver technology that helps mainstream values-based investing.
How we do it
OpenInvest offers values-based financial solutions that help advisors unlock the true impact of their clients’ investments. With OpenInvest, financial advisors can seamlessly build, manage, and report on ESG portfolios, engaging with clients on a new level.
OpenInvest Solutions
OpenInvest (for Advisors)
Elevate your client relationships Custom SMAs Offer clients a bespoke ESG investing experience with fully-customizable portfolios that align with their values while tracking the market. OpenInvest Models Provide your clients with an accessible ESG investing solution with passive, values-based models. Portfolio Diagnosis Connect with clients on a new level with tangible reports that highlight the impact of......
business needs
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
OpenInvest Platforms
ESG = Engagement + Personalization Dynamic custom indexing Custom SMAs have long existed as a manual process at the high-end of the market. OpenInvest has fully automated direct indexing end-to-end, with modules designed to empower existing players and systems. Our partners’ advisors can now pull out a tablet in a client meeting, tailor, and......
