We believe in the power of values-based investing.
San Francisco, CA
Joined June 2015
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Excited to announce @jpmorgan will acquire OpenInvest and accelerate our mission to mainstream values-based investing. Huge thanks to our partners @a16z, @ycombinator, and @QEDInvestors for supporting us in this mission to drive widespread social change. cnbc.com/2021/06/29/jpmorgan…
Check out this @SeekingAlpha piece highlighting the J.P. Morgan acquisition. The article notes this announcement comes at a time where many investors are focused on sustainable and socially conscious investing.
bit.ly/3zexJuF
As ESG funds continue to grow, J.P. Morgan, which has more than $2.4 trillion in ESG-integrated assets under management, agreed to purchase SF fintech, OpenInvest, to create values-based portfolios.
reut.rs/3dvgfl9
OpenInvest retweeted
Congrats @openinvestco 📈
.@openinvestco was created to help financial advisors, big asset managers & retail users create portfolios that more accurately reflect investors’ values. We saw demand for more transparency in the retail investment landscape & proud to be early investors. cnbc.com/2021/06/29/jpmorgan…
OpenInvest retweeted
Congratulations to the OpenInvest team on joining forces with JP Morgan!
reuters.com/technology/jpmor…
OpenInvest retweeted
Excited to share @openinvestco (YC S15) is being acquired by @jpmorgan to further their mission to mainstream ESG and drive social change through capital. Congrats to the OpenInvest team!
ow.ly/dXdD50FkT8t
OpenInvest retweeted
.@openinvestco was created to help financial advisors, big asset managers & retail users create portfolios that more accurately reflect investors’ values. We saw demand for more transparency in the retail investment landscape & proud to be early investors. cnbc.com/2021/06/29/jpmorgan…
Check out this @WSJ article highlighting companies that are spending heavily on efforts to reduce emissions.
on.wsj.com/3vKTP5R
#ESG continues to grow. @ICLG_GLG reports Japan launched its first ESG-focused global VC fund. Read more below:
bit.ly/3zDXtll
$30 Trillion in inheritance will transfer to millennials. Is your business ready?
bit.ly/3cfzkqR
Head of ESG @RadenJake discusses the merits of direct indexing and an #ESG approach to investing. Listen to the full @ETFPrime podcast below:
nasdaq.com/articles/etf-prim…
OpenInvest retweeted
Jake Raden, Senior Director of Financial Product & Head of ESG @openinvestco, discusses the merits of direct indexing and an ESG approach to investing. etfstore.com/openinvests-jak…
OpenInvest retweeted
STREAMING NOW | Bitcoin continues to ride a roller coaster of volatility but what's in store for the cryptocurrency? @NateGeraci dives into this week's ETF Prime podcast with @ETFtrends' @LaraCrigger, @openinvestco's @RadenJake, and @honeytreeinvest's @lizsimmie.
Building a relationship with the children of your current clients, scaling services, and offering #ESG solutions are all ways you can prepare your business for the “Great Wealth Transfer.”
bit.ly/3cfzkqR
The largest wealth transfer in history will pass down over $30 trillion in inheritance across the next few decades. To help get your business ready for the “Great Wealth Transfer,” we’ve outlined three strategies you can start to put in place today.
bit.ly/3cfzkqR
Co-founder @JoshLevin11 explores his projections for the future of ESG and how investing is only the tip of the iceberg for the rapidly growing values-based economy. Read his full @Forbes piece below:
bit.ly/34BFUUm
June marks the 51st observance of #PrideMonth. Originally started to pay homage to the Stonewall Riots, it is a time of coming together to support the LGBTQ community. From events to donations, @CNET shares ways you can get involved this Pride Month:
cnet.co/3ccaPeo
We're excited to share our feature in the latest report on Climate FinTech from @ThinkRiseGlobal. It showcases companies like ours enabling #sustainability and net-zero agendas. Download here: rise.barclays/reports/climat…
