Startup profile for OpenInvest: what they do, why they are interesting, stage (acquired), industries, and links to our funding articles. Part of the Venture Capital Tracker startup directory.

Startup profile · funding coverage

OpenInvest

OpenInvest built customizable ESG portfolios for retail and institutional investors before JP Morgan acquired it in 2021.

Stage

acquired

Status

acquired

Coverage

full

Why OpenInvest is interesting

Values-based indexing with direct indexing and proxy voting — a16z led the 2017 seed before QED led Series A; JP Morgan bought it for wealth ESG tooling.

Key facts

  • Seed (2017): $3.25M led by a16z (HBS case)
  • Series A (Jul 2018): $10.4M led by QED Investors (PRNewswire)
  • Exit (2021): Acquired by JP Morgan
  • Co-investors: no additional institutional investors disclosed in public sources reviewed 2026-07-24

Investors in our directory

Funds linked from OpenInvest's profile — open a fund page for stage focus and related deal articles.

Industries

Generalist Technology

Industry hub pages are rolling out from our fund-derived baseline taxonomy.

Related funding articles

Venture Capital Tracker pieces that cover OpenInvest's financing or category context.

Last updated: 2026-07-24