How It All Started...

OpenInvest is the world’s first automated investment advisor that builds your portfolio based on the causes you care about most. The company was founded in 2015 by Conor Murray and Phil Wei who met building financial systems for the world’s largest hedge fund, Bridgewater Associates. They started OpenInvest to merge their personal interests in global causes like climate change and deforestation with their professional interests in algorithms, tech and finance.

Shortly after starting up, they teamed up with Josh Levin, a sustainable finance leader from the world’s largest environmental organization, the World Wildlife Fund. With backing from Y Combinator, several Silicon Valley leaders, and impact investing experts they set out to truly reinvent investing and activism.

With OpenInvest, you can take your values further than protests and sharing articles on Facebook by putting your money to work, fighting for your causes. Tell us what you care about, answer a few questions on your finances and in under 5 minutes, we’ll set up a long-term investment portfolio optimized for you, your finances, and your future!

Our Mission: To democratize capital. We’ve created a tool for holding corporations accountable. We use technology to bring more transparency and honesty to financial services, ensuring people’s investments truly reflect their personal values and drive their societal visions.

Better Investing

What if you could invest or save for retirement, while only funding positive companies and projects? What if this provided the same returns as investing through Wall Street, while cutting your fees and taxes? What if you could create movements, learn from others, and tell your CEOs what to do?

Now you can. And it’s easy! Just tell us what you care about and answer a few questions on your finances. In under 5 minutes, we’ll set up a long-term investment portfolio optimized for you, your finances, and your future.

 

You vote with your ballot, your consumer choices, and your social media…

Why aren't you voting with your values?

Some of our unique advantages:

  • 100% tailored to your personal values

  • No need to sacrifice returns

  • Low fees and low minimums

  • Tax-loss harvesting

  • Use your voice: divest-invest, vote proxies, and share

  • See your impacts right on your financial dashboard

Why aren't you investing with your values?