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Meets Impact

Your investments can have a powerful social impact, while tightly tracking any market index


Are you positioned for the future? OpenInvest’s easy and elegant solution puts advisors in the driver’s seat, driving acquisition and retention.

Foundations & Endowments

OpenInvest aligns the passive core of your portfolio with your organizational values. We use better ESG data you can trust, providing a large and quantifiable impact.


Welcome to the future of pensions. Stakeholders express their views, divest-invest, and vote proxies with a swipe. Our software ensures tight tracking of the benchmark.

OpenInvest Portfolio Construction

OpenInvest Overview


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