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Insights

Sustainable Investment Focus OpenInvest's mission to align capital with values and its expertise in ESG tools make it an ideal partner for financial institutions seeking to enhance their sustainable investing offerings and appeal to socially conscious investors.

Growing Digital Platform The launch of low-cost online wealth management solutions and thematic portfolios indicates a strong push toward accessible, technology-driven investment products that can be expanded through strategic integrations and additional partnership opportunities.

Strategic Partnerships OpenInvest's recent collaborations with boutique asset managers, hybrid advice providers, and mortgage firms highlight opportunities for cross-promotional service integrations and expanded distribution channels in diverse financial sectors.

JPMorgan Acquisition As an independent subsidiary of J.P. Morgan Chase, OpenInvest offers a unique proposition for legacy financial firms to modernize their ESG and digital wealth management capabilities by leveraging OpenInvest's innovative platform.

Tech Stack Utilization Utilizing cloud services like AWS and modern collaboration tools presents opportunities to introduce complementary fintech solutions, enhance automation, and streamline client onboarding for business development prospects.

OpenInvest Tech Stack

OpenInvest uses 8 technology products and services including Amazon Web Services, Cloudflare, Open Graph, and more. Explore OpenInvest's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Cloudflare
    Content Management System
  • Open Graph
    Content Management System
  • Microsoft Intune
    Enterprise Mobility Management
  • Atlassian Jira
    Issue Trackers
  • Python
    Programming Languages
  • Twitter
    Widgets
  • Facebook
    Widgets

Media & News

OpenInvest's Email Address Formats

OpenInvest uses at least 2 format(s):
OpenInvest Email FormatsExamplePercentage
First@openinvest.coJohn@openinvest.co
83%
Last@openinvest.coDoe@openinvest.co
11%
First.Last@openinvest.coJohn.Doe@openinvest.co
6%
Last@openinvest.comDoe@openinvest.com
55%
First@openinvest.comJohn@openinvest.com
23%
FLast@openinvest.comJDoe@openinvest.com
20%
FirstLas@openinvest.comJohnDoe@openinvest.com
2%

Frequently Asked Questions

Where is OpenInvest's headquarters located?

Minus sign iconPlus sign iconOpenInvest's main headquarters is located at 560 Mission St, 22nd floor San Francisco, California 94105, US. The company has employees across 4 continents, including North AmericaAsiaEurope.

What is OpenInvest's phone number?

Minus sign iconPlus sign icon You can contact OpenInvest's main corporate office by phone at
+1-646-469-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is OpenInvest's official website and social media links?

Minus sign iconPlus sign iconOpenInvest's official website is openinvest.com and has social profiles on LinkedInCrunchbase.

What is OpenInvest's NAICS code?

Minus sign iconPlus sign iconOpenInvest's NAICS code is 52 - Finance and Insurance.

How many employees does OpenInvest have currently?

Minus sign iconPlus sign iconAs of October 2025, OpenInvest has approximately 53 employees across 4 continents, including North AmericaAsiaEurope. Key team members include Chief Operating Officer: J. L.Cofounder, Ceo: C. M.Vice President, Values Based Investing R&d Product: J. L.. Explore OpenInvest's employee directory with LeadIQ.

What industry does OpenInvest belong to?

Minus sign iconPlus sign iconOpenInvest operates in the Financial Services industry.

What technology does OpenInvest use?

Minus sign iconPlus sign iconOpenInvest's tech stack includes Amazon Web ServicesCloudflareOpen GraphMicrosoft IntuneAtlassian JiraPythonTwitterFacebook.

What is OpenInvest's email format?

Minus sign iconPlus sign iconOpenInvest's email format typically follows the pattern of First@openinvest.co. Find more OpenInvest email formats with LeadIQ.

When was OpenInvest founded?

Minus sign iconPlus sign iconOpenInvest was founded in 2015.

OpenInvest

Financial ServicesUnited States51-200 Employees

OpenInvest is a fast-growing fintech with a mission to align capital with values. Formerly a Public Benefit Corporation backed by firms like Andreessen Horowitz and YCombinator, OpenInvest is now an independent subsidiary of J.P. Morgan Chase.

Important Information and disclosures can be found here: 

https://privatebank.jpmorgan.com/gl/en/disclosures/social-media-important-information

https://www.jpmorgan.com/content/dam/jpm/global/disclosures/disclosure-notice/social_media_policy.pdf

Section iconCompany Overview

Headquarters
560 Mission St, 22nd floor San Francisco, California 94105, US
Phone number
+1-646-469-****
Website
openinvest.com
NAICS Code
52 - Finance and Insurance
Founded
2015
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    OpenInvest's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    OpenInvest's revenue is estimated to be in the range of $25M$50M

Company Leadership

  • Stylized image of a person
    J. L.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. M.
    Cofounder, Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. L.
    Vice President, Values Based Investing R&d Product
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. S.
    Vp, Business Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. L.
    Executive Director, Product Management
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    M. R.
    Director , Sales
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. D.
    Product Manager - Personalization
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. L.
    Lead Ux/Product Designer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. K.
    Sr. Marketing Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. M.
    Senior Executive Assistant
    Phone icon
    Mobile Phone

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