OpenInvest

Values based personalization at scale for asset and wealth management

Y CombinatorSummer 2015AcquiredFintechFintechInvesting

What they do

Problem

Investors and wealth managers lack scalable, low-cost ways to align portfolios with individual social and values-based preferences while maintaining index-like performance.

Solution

OpenInvest provides a technology platform that builds personalized, values-aligned investment portfolios that track market indices and enables socially responsible asset management at scale.

Who it's for

Individual investors and asset/wealth management firms that want to offer values-based personalized investing.

Founders

Conor Murray

Founder/CEO

Originally from Ireland, Conor moved to the US to study math, computer science, econ and philosophy at MIT. After working at Morgan Stanley out of college, he moved to Bridgewater where he spent 8 years building portfolio construction and management systems. After Bridgewater, Conor moved out to San Francisco and founded OpenInvest in 2015 with Philip Wei and Josh Levin. OpenInvest was acquired by JP Morgan in 2021.