Fintech · Ai · Saas
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.