Open Invest Co.

Open Invest Co. is a US-based firm focused on providing innovative investment solutions that align portfolios with environmental, social, and governance (ESG) values, catering to a diverse clientele including retail and institutional investors. Open Invest Co. was founded in 2015 and is headquartered in San Francisco, US.

The company specializes in sustainable investment solutions. It has engaged in 6 deals, with the most recent deal occurring on November 15, 2021, when it raised USD 3. 000 mn in Seed funding from Pinnacle Investment Management and other investors, amounting to a total of USD 3. 000 mn raised.

The founder's history is not detailed in the available information. Open Invest Co. specializes in offering a customizable investment platform that allows users to create and manage portfolios aligned with ESG criteria. The platform caters to retail investors, financial advisors, and institutional investors, enabling them to screen investments, track impacts, and adjust strategies for sustainable investing across markets including the US, Canada, and Europe.

The revenue model of Open Invest Co. is subscription-based, providing clients with access to its investment platform and tailored portfolio management tools. Clients subscribe to various service tiers, allowing for flexibility in meeting individual investment goals and preferences. The company generates revenue through monthly or annual fees and partnerships with financial advisors and wealth management firms, focusing on ESG-screened portfolios for socially conscious investors.

Following the Seed funding round on November 15, 2021, Open Invest Co. plans to utilize the USD 3. 000 mn to launch a new digital investing product, promoting professionally managed portfolios over DIY trading options. The company aims to expand its market presence further into the US and potentially into new regions by leveraging its innovative investment solutions.