OpenInvest
OpenInvest, a J.P. Morgan company, is a leading technology-powered asset management platform specializing in values-based investing and ESG investment solutions. As an innovator in socially responsible investing, OpenInvest enables individuals and institutions to align their portfolios with causes they care about, such as environmental sustainability, social justice, and corporate governance excellence. Using proprietary technology, the platform builds low-cost, index-tracking investment portfolios tailored to each investor’s values, while providing transparent impact reporting to show the real-world effects of every investment decision. From ESG asset management to impact-driven portfolio strategies, OpenInvest makes sustainable, ethical investing more accessible, transparent, and measurable.
ABOUT OPENINVEST
OpenInvest is the world’s first automated socially responsible investing (SRI) platform, and a pioneer in values-based investing technology.
The platform enables investors to mix and match holdings to support initiatives such as fighting deforestation, reducing carbon emissions, investing in ethical supply chains, and promoting workforce diversity.
Leveraging multi-source ESG data, OpenInvest delivers robust, granular, and up-to-date impact reporting to clearly measure real-world outcomes.
Founded as a public benefit corporation and backed by leading venture firms including Andreessen Horowitz and Y Combinator, OpenInvest quickly became a trusted leader in the fintech ESG investing space.
ACQUISITION BY J.P. MORGAN
In 2021, J.P. Morgan acquired OpenInvest, integrating its ESG investing technology into the firm’s Private Bank and Wealth Management offerings.
This marked J.P. Morgan’s third fintech acquisition, following 55ip and Nutmeg.
Through OpenInvest, J.P. Morgan now delivers automated sustainability reporting and personalized impact insights, making it easier for clients to align portfolios with their values while tracking measurable ESG outcomes.