OpenInvest - Ownership and Business Overview

Financial ServicesCompany

OpenInvest Ownership

Who owns OpenInvest?

OpenInvest is owned by JPMorgan Chase. It was acquired on June 29, 2021.

OpenInvest Business Overview

Where is OpenInvest headquartered?

OpenInvest is headquartered in San Francisco, California.

What sector is OpenInvest in?

OpenInvest is a financial services company.

When was OpenInvest founded?

OpenInvest was founded in 2015.

Financial Services M&A Summary in 2021

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2021. The largest financial services acquisition in 2021 was Afterpay Limited - which was acquired by Block for $27.8B.

Join Mergr to view all 234 acquisitions of financial services companies in 2021, including 24 acquisitions by private equity firms, and 210 by strategics.

OpenInvest

Open Invest Co.

2 Mint Plaza, Suite 604,
San Francisco, California 94103
United States,
www.openinvest.com

OpenInvest is a values-based financial services company that helps advisors engage their clients and grow their businesses. The company offers environmental, social, governance (ESG) investment management products and impact reporting services. Its investment management solutions use proprietary technology to seamlessly create low-cost investment portfolios tailored to clients' values while tracking market indices. OpenInvest was formed in 2015 and is based in San Francisco, California.


Company Summary

SECTOR

Financial Services

Established

2015

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