OpenInvest- The Impact Investing Robo Advisor

What Is OpenInvest?

OpenInvest is smarter investing, online and easier than ever. We’re a robo advisor, an online and mobile platform for managing your investments. Skip the bank, the high fees and the lack of clarity. See exactly what you’re invested in and whether you’re on track to meet your long-term financial goals.

What makes OpenInvest different is that we incorporate the causes you care about into your investments. Whether you want to support women in the workplace, stop gun violence, or slow climate change, OpenInvest can help you put your money where your morals are.

It’s simple. Check a few boxes, tell us your financial goals, and we’ll create a completely custom portfolio, just for you. You can change your investments any time, and our proprietary proxy vote technology will give you a say in the companies you own. Whether you’ve never invested before or you’re an old hand, OpenInvest is the next step in making your finances a force for good.

OpenInvest can hold individual or joint accounts, standard investment accounts, and traditional, Roth and SEP IRAs. Not sure if OpenInvest right for you yet? Create a sample portfolio based on your causes – no need to give us any personal information until you’re confident.

Get Started Now

Invest Intelligently

We'll create a tailored portfolio for your values and give you analytics to show your impact.
Drive Change

Go beyond protests to make real change by investing in companies that are building a better world.
Reach Your Goals

Earn returns without sacrificing your morals.
On Your Side

We're a Public Benefit Corporation with absolutely no hidden fees, ever!

Find out what's hiding in your portfolio

Explore

How is OpenInvest Unique?

Other Investing Tools

Heavily invested in climate polluters, weapons, private prisons, and more
Layers of hidden fees
No customization
No transparency into what you own
No ability to Divest-Invest, make changes, or use your voice

OpenInvest

The only investment advisor fully tailored to your values
Fully transparent, with NO hidden fees
Divest-Invest, join movements, and make positive change, without having to sacrifice returns
Unique tax advantage
See your social and environmental impacts measured right on your dashboard!

Compare Pricing

	OpenInvest	Betterment	Vanguard Funds	Socially Responsible Mutual Funds	Socially Responsible ETFs
Performance	Market	Market	Varies	Varies	Varies
Additional and/or Hidden Fees Fees Beyond the basic annual advisory or management fees. These additional fees are often hidden or can be difficult to understand and are not apparent until closely viewing your financial statements. Yet they are often significant.	No	Yes^[1]~~Underlying Fund Fees or “Expense Ratios” found on your statement~~	Yes^[1] ~~Annual Fees, Purchase Fees, and Redemption Fees~~	Yes^[1] ~~Can include Front-End Load Fees, Back-End Load Fees, and more.~~	Varies ~~Trading commissions when you buy or sell ETFs~~
Total Annual Fees, Including Everything	0.50%	~0.40-.65%, depending on package^[5]	0.05-1.10%^[2]	Varies. Average is 1.08%^[3]	Varies. Average is 0.49%^[4]
Tax Loss Harvesting Optimized at the Individual Equities Level Tax-Loss Harvesting refers to systematically shifting funds in order to use any losses to offset portfolio gains, thus reducing your overall tax burden. Many advisers offer tax-loss harvesting. But if they are using funds, the opportunity to generate this advantage is limited. Because OpenInvest bypasses fund managers and our customers directly own the managed basked of underlying securities, the opportunity for Tax Loss Harvesting is greatly enhanced.	No	No	No	No
Minimum Investment Amount	$3,000	No^[11]	Varies	$500 – $2,000,000^[3]	Varies
Total Portfolio Advisory and Optimization ~~Establishes a diversified portfolio across asset classes based on your age and financial situation.~~	Yes	Yes	No/Limited	No	No
IRAs	Yes	Yes	Yes	Yes	Yes
Easy Transparency Into What You Own	Yes	No (Click here to see what’s hiding in a Betterment Portfolio)	No	No	No Green ETFs, many of which are new, have a reputation for having some unsavory holdings “under the hood” (See this recent Bloomberg article). It is important to review carefully the stocks contained in these portfolios.
Socially & Environmentally Responsible Options	Yes	No	Yes/Limited	Yes	Yes
Tailored to Your Unique Values	Yes	No	No	No	No
Make Changes Any Time, Including Divest-Invest from Companies Based on Their Behavior This is not stock-picking. If you choose to divest-invest from a company, which you can do with a tap on your smartphone, OpenInvest’s algorithms instantly re-balance and optimize your portfolio to maintain diversification and market tracking. If you choose, you can be an “activist” investor while always maintaining a passive portfolio.	Yes	No	No	No	No
See Actions Trending Among Others Who Share Your Values	Yes	No	No	No	No
See Your Impact	Yes ~~OpenInvest shows you your real-time impact on the issues you care about – from carbon to weapons to gender – right on your dashboard.~~	No	No	No	No

Get Involved Today

Get Social

Tell us what's important to you! How do you feel about today's issues? Join the conversations on Facebook, Twitter, or Instagram.
Get Smart

Not ready to start investing? No problem. Subscribe in the footer below to get invites to fun events, tips on sustainable investing, and updates about the causes you care about!
Get Active

Launch your OpenInvest account - a fully customized, socially responsible investment portfolio - and start driving change today!

Start Investing

Why aren't you investing with your values?

Get Started Now

Impact Investing Made Easy

What Is OpenInvest?

Invest Intelligently

Drive Change

Reach Your Goals

On Your Side

How is OpenInvest Unique?

Other Investing Tools

OpenInvest

Get Involved Today

Get Social

Get Smart

Get Active

Why aren't you investing with your values?

Want to invest with no management fees?

Welcome to the movement.