The OpenInvest team has many years of experience building and operating managed account investment platforms in Australia. In 2017, as the cost of delivering personal advice was continuing to rise, the founding team saw a need to bring the benefits of professionally-managed investment portfolios to the mass market of unadvised Australians, and at the same time, help advice firms, wealth / asset managers and stockbrokers to reach and serve this broader audience.

And so, OpenInvest was born. We have designed and built a unique platform - one that allows firms to reach, nurture and serve new cohorts of clients, not via personal advice, but via their own online investing+content solution. We are proud to say we have now deployed such white label solutions for over 30 of Australia's most progressive and recognised firms.