OpenInvest

4 results about this entity

Period: 26 Jul 2018 - 30 Jun 2021

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News/sustainable

JPMorgan to acquire OpenInvest

JPMorgan has agreed to acquire OpenInvest, a provider of ESG tools for the wealth management industry.

30 June 2021

News

Bank of the West taps OpenInvest to create sustainable investment portfolios

Bank of the West is tapping impact investing tech from OpenInvest to provide clients with personalised environmentally-friendly and socially-conscious investment portfolios.

10 October 2019

Company announcement/retail

Bank of the West partners OpenInvest on personalised investing

OpenInvest, the tech-enabled asset manager that enables customization, direct indexing and impact investing at scale, announced today that it will offer financial advisors at Bank of the West's BancWest Investment Services access to customizable values-based portfolio generation tools.

08 October 2019

Company announcement

Digital invesment advisor OpenInvest raises $10.4 million

OpenInvest, the first digital investment advisor for socially responsible investing, announced today that it raised $10.4 million in Series A funding.

26 July 2018