OpenInvest

Acquired

Values based personalization at scale for asset and wealth management

San Francisco, United States · Founded 2015 · $13.7M raised

Fintech
YC S15
Employees
51–200
Founded
2015
Total Funding
$13.7M
Last Round
$10.4M Series AJul 2018
Rounds
2
Acquisition Date
Jun 2021

About

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.

Summary

OpenInvest is a Fintech company based in San Francisco, United States, founded in 2015. It has raised $13.7M in total across 2 rounds, most recently a $10.4M Series A round in Jul 2018. Investors include Andreessen Horowitz, JPMorgan Chase and QED Investors.

Funding History

AcquisitionJun 2021

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Seed through Acquisition — per-round amounts, valuations, and who invested in each round.

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