OpenInvest

OpenInvest is a Registered Investment Adviser and Public Benefit Corporation leveraging technology to provide a next-generation impact investing solution. The separately managed account platform creates low-cost investment portfolios tailored to the causes clients cherish most while tracking market indices. OpenInvest then delivers in-depth impact reporting, dynamic divest-invest activity, easy shareholder engagement, and more.On June 29th, 2021, Open Invest was acquired by JPMorgan. The terms of the transaction were not disclosed. OpenInvest offers premium ESG investing products that reflect the true impact of your clients' investments.