In the Media

Direct indexing gains traction on Wall Street with sights set on ETF market

S&P GLOBAL MARKET INTELLIGENCE. Declan Harty, 07/29/2019

Pioneering Impact Investing Platform Pushes for Widespread Change

TRIPLE PUNDIT. Amy Brown, 07/16/2019

"Indexing is absolutely compatible with impact. Index funds are not." An interview with Josh Levin of OpenInvest

SOLUTIONS WITH SONYA. 07/10/2019

Robos are getting political. Will Wall Street follow?

FINANCIAL PLANNING. Sean Allocca, 06/26/2019

Startups Target Millennials With Social-Investing Apps

THE WALL STREET JOURNAL. Dieter Holger, 06/10/2019

You Can Now Invest in a 'Racial Justice' Index Fund

FORTUNE. Rey Mashayehki, 06/06/2019

Investment platform takes stand against U.S. anti-abortion laws

REUTERS. Sarah Shearman, 04/24/2019

A Robo Impact Investing Tech Platform Adds A Place-Based Option

FORBES. Anne Field, 04/23/2019

OpenInvest Offers ESG Investors A Customizable Digital Solution

FINANCIAL ADVISOR MAGAZINE. Karen DeMasters, 02/15/2019

The death of the fund — and what comes next

INVESTMENTNEWS. Joshua Levin, 01/28/2019

Press Releases

OpenInvest Joins The U.N.-Supported Principles For Responsible Investment 07/11/2019

OpenInvest Challenges Socio-Economic Inequality; Launches Racial Justice Cause 06/06/2019

OpenInvest Launches 'Optimus' For Advisers 05/09/2019

OpenInvest Launches Place-Based Impact Investing 04/11/2019

OpenInvest Expands Sales Leadership Team To Support Rapid Growth 03/21/2019

OpenInvest Launches "Heart-Healthy" Investing Cause In Honor Of American Heart Awareness Month 02/07/2019

OpenInvest Launches "Divest From Dark Money" Investing Category 10/30/2018

Upcoming Events

FinTech SandBox Summit

Joshua Levin, 9/10/2019, FinTech SandBox Summit

Banking and Wealth Management

Joshua Levin, 9/11/2019, Boston FinTechWeek.2019


Past Events

From Manufacturing Products to Manufacturing Advice

Joshua Levin, 7/16/2019, In|Vest 2019

The Great Debates: A Strategist Perspective ESG Active vs. ESG Passive Solutions

Joshua Levin, 6/24/2019, The Sustainable Investing Conference

Asset Management 10 Years From Now: Who Wins & Who Loses?

Joshua Levin, 6/20/2019, 24th Annual Global Indexing and ETFs

Death of the ETF and What Comes Next

Joshua Levin, 6/6/2019, Securities Disrupted

Smart-Beta ESG: The Next Big Thing in Asset Management?

Claire Veuthey, 6/3/2019, Inside Smart Beta & Active ETFs