# OpenInvest, a J.P. Morgan company

> OpenInvest is a San Francisco fintech that built the first automated platform for values-based investing, letting advisors and their clients tilt portfolios toward causes like decarbonization, deforestation-free supply chains and workforce diversity while tracking measurable impact. Founded in 2015 as one of the very few VC-backed Public Benefit Corporations and backed by Y Combinator, Andreessen Horowitz and QED, it was acquired by J.P. Morgan in 2021 and folded into the bank's Private Bank and Wealth Management offerings, where its technology powers personalized ESG customization and impact reporting at scale.

- **Founded:** 2015
- **Headquarters:** San Francisco, United States
- **Founders:** Conor Murray (Co-founder & CEO), Joshua Levin (Co-founder & Chief Strategy Officer), Philip Wei (Co-founder)
- **Team size:** ~31 employees (pre-acquisition)
- **Products:** Values-based portfolio customization, Automated impact reporting, White-label / advisor platform, J.P. Morgan values-based investing
- **Notable:** Built one of the first automated platforms for socially responsible / values-based investing., One of the only VC-backed Public Benefit Corporations to reach a major exit., Backed by Y Combinator, Andreessen Horowitz and QED.

## Products & services

- **Values-based portfolio customization** — Technology that lets advisors and clients tilt portfolios toward or away from specific causes - decarbonization, deforestation-free supply chains, workforce diversity, ethical practices - down to the individual holding.
- **Automated impact reporting** — Sophisticated, personalized reporting that shows clients the measurable ESG effects of their portfolio on the world.
- **White-label / advisor platform** — Direct-indexing-style tooling delivered to financial advisors and wealth managers to offer customized, low-cost ESG portfolios at scale.
- **J.P. Morgan values-based investing** — Post-acquisition, OpenInvest technology powers ESG customization and impact insights inside J.P. Morgan's Private Bank and Wealth Management offerings.

## Achievements

- Built one of the first automated platforms for socially responsible / values-based investing.
- One of the only VC-backed Public Benefit Corporations to reach a major exit.
- Backed by Y Combinator, Andreessen Horowitz and QED.
- Acquired by J.P. Morgan in 2021 as the bank's third fintech acquisition in roughly a year (after 55ip and Nutmeg).
- Technology adopted into J.P. Morgan's Private Bank and Wealth Management values-based investing offering.

## Latest updates

- **2021-06** — J.P. Morgan announces definitive agreement to acquire OpenInvest.
- **2021-10** — Latest reported funding / acquisition close period; OpenInvest becomes 'a J.P. Morgan company.'
- **2021-09** — Acquisition expected to close in Q3 2021, with OpenInvest retaining its brand and integrating into Private Bank and Wealth Management.

## Links

- Website: https://openinvest.com
- LinkedIn: http://www.linkedin.com/company/open-invest
- Twitter/X: http://twitter.com/openinvestco
- Facebook: https://www.facebook.com/openinvestco/

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Last updated: 2026-07-03