OpenInvest (Consulting Services) Overview

  • Year Founded
  • 2015

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 59

Employees

  • Latest Deal Type
  • M&A

OpenInvest (Consulting Services) General Information

Description

Provider of investment advisory consultation intended to offer asset management services. The company's consultation uses dynamic custom indexing technology to build passive, separately managed accounts for values-based investors and build tax-efficient, market-tracking, and values-aligned portfolios, thereby enabling clients to manage their assets.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Formerly VC-backed
Primary Industry
Consulting Services (B2B)
Other Industries
Consumer Finance
Acquirer
Corporate Office
  • One Market Street
  • 36th Floor
  • San Francisco, CA 94105
  • United States

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OpenInvest (Consulting Services) Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
6. Merger/Acquisition 05-Aug-2021 000.00 Completed Generating Revenue
5. Later Stage VC (Series B) 000.00 Completed Generating Revenue
4. Early Stage VC (Series A1) 05-Feb-2020 000.00 000.00 000.00 Completed Generating Revenue
3. Early Stage VC (Series A) 08-Aug-2018 000.00 000.00 000.00 Completed Generating Revenue
2. Seed Round 04-May-2017 $3.25M $3.37M 00.00 Completed Startup
1. Accelerator/Incubator 18-Aug-2015 $120K $120K 00.000 Completed Startup
To view OpenInvest (Consulting Services)’s complete valuation and funding history, request access »

OpenInvest (Consulting Services) Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Series A-1 0,000,000 00.000000 00 00.00 00.00 00 00.00 00.000
Series A 0,000,000 00.000000 00 00.00 00.00 00 00.00 00.000
Seed 3 000,000 00.000000 00 00.00 00.00 00 00.00 0.000
Seed 2 5,295,556 $0.000010 6% $0.61 $0.61 1x $0.61 14.72%
Seed 1 1,141,949 $0.000010 6% $0.37 $0.37 1x $0.37 3.17%
To view OpenInvest (Consulting Services)’s complete cap table history, request access »

OpenInvest (Consulting Services) Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of investment advisory consultation intended to offer asset management services. The company's consultation use
Consulting Services (B2B)
San Francisco, CA
59 As of 2021
000.00
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00000 000000000 0000
Sydney, Australia
00 As of 0000
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000000000 00000000
Hong Kong, Hong Kong
00 As of 0000
000.00
00000000000 000.00
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OpenInvest (Consulting Services) Competitors (14)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Rochford Capital Private Equity-Backed Sydney, Australia 00 000000000000
Quantifeed Venture Capital-Backed Hong Kong, Hong Kong 00 000.00 00000000000 000.00
InvestEdge Private Equity-Backed Canonsburg, PA 00 000 000000000000 000
Wealthfront Venture Capital-Backed Palo Alto, CA 000 00000 00000000000 00000
Vantage Software Formerly Accelerator/Incubator backed Arlington, TX 0 000000&0
You’re viewing 5 of 14 competitors. Get the full list »

OpenInvest (Consulting Services) Patents

OpenInvest (Consulting Services) Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
EP-3685358-A1 Electronic voting assistant Pending 22-Sep-2017 000000000
AU-2018335873-A1 Electronic voting assistant Inactive 22-Sep-2017 000000000
CA-3076616-A1 Electronic voting assistant Pending 22-Sep-2017 000000000
EP-3685358-A4 Electronic voting assistant Pending 22-Sep-2017 000000000 0
US-20220005304-A1 Electronic voting assistant Pending 22-Sep-2017 G07C13/00 0
To view OpenInvest (Consulting Services)’s complete patent history, request access »

OpenInvest (Consulting Services) Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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OpenInvest (Consulting Services) Former Investors (21)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
AAC Capital PE/Buyout Minority 000 0000 000000 0
ABN AMRO Ventures Corporate Venture Capital Minority 000 0000 000000 0
Abstract Ventures Venture Capital Minority 000 0000 000000 0
Alumni Ventures Venture Capital Minority 000 0000 000000 0
Andreessen Horowitz Venture Capital Minority 000 0000 000000 0
You’re viewing 5 of 21 investors. Get the full list »

OpenInvest (Consulting Services) FAQs

  • When was OpenInvest (Consulting Services) founded?

    OpenInvest (Consulting Services) was founded in 2015.

  • Who is the founder of OpenInvest (Consulting Services)?

    Conor Murray, Joshua Levin, and Phillip Wei are the founders of OpenInvest (Consulting Services).

  • Where is OpenInvest (Consulting Services) headquartered?

    OpenInvest (Consulting Services) is headquartered in San Francisco, CA.

  • What is the size of OpenInvest (Consulting Services)?

    OpenInvest (Consulting Services) has 59 total employees.

  • What industry is OpenInvest (Consulting Services) in?

    OpenInvest (Consulting Services)’s primary industry is Consulting Services (B2B).

  • Is OpenInvest (Consulting Services) a private or public company?

    OpenInvest (Consulting Services) is a Private company.

  • What is OpenInvest (Consulting Services)’s current revenue?

    The current revenue for OpenInvest (Consulting Services) is 000000.

  • How much funding has OpenInvest (Consulting Services) raised over time?

    OpenInvest (Consulting Services) has raised $24.4M.

  • Who are OpenInvest (Consulting Services)’s investors?

    AAC Capital, ABN AMRO Ventures, Abstract Ventures, Alumni Ventures, and Andreessen Horowitz are 5 of 21 investors who have invested in OpenInvest (Consulting Services).

  • Who are OpenInvest (Consulting Services)’s competitors?

    Rochford Capital, Quantifeed, InvestEdge, Wealthfront, and Vantage Software are some of the 14 competitors of OpenInvest (Consulting Services).

  • When was OpenInvest (Consulting Services) acquired?

    OpenInvest (Consulting Services) was acquired on 05-Aug-2021.

  • Who acquired OpenInvest (Consulting Services)?

    OpenInvest (Consulting Services) was acquired by JP Morgan Chase.

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