OpenInvest Overview

  • Founded
  • 2015

Founded
  • Status
  • Acquired/​Merged

  • Employees
  • 59

Employees
  • Latest Deal Type
  • M&A

OpenInvest 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
(Operating Subsidiary)
Financing Status
Formerly VC-backed
Primary Industry
Consulting Services (B2B)
Other Industries
Business/Productivity Software
Consumer Finance
Parent Company
Primary Office
  • One Market Street
  • 36th Floor
  • San Francisco, CA 94105
  • United States
+1 (855) 000-0000

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OpenInvest 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 03-Apr-2017 $3.25M $3.37M 00.00 Completed Startup
1. Accelerator/Incubator 18-Aug-2015 $120K $120K 00.000 Completed Startup
To view OpenInvest’s complete valuation and funding history, request access »

OpenInvest 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’s complete cap table history, request access »

OpenInvest 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
000000&0 000.00

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000000000 00000000
Hong Kong, Hong Kong
00 As of 0000
000.00
00000000000 000.00

000000

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000000000 00000000
Bala Cynwyd, PA
00 As of 0000
000
000000000000 000
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OpenInvest Competitors (15)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Quantifeed Venture Capital-Backed Hong Kong, Hong Kong 00 000.00 00000000000 000.00
0000000000 Formerly VC-backed Bala Cynwyd, PA 00 000 000000000000 000
00000000 Venture Capital-Backed Los Angeles, CA 000 000.00 00000000000 000.00
000000000 Private Equity-Backed Auburn, CA 000 000.00 000000000000 000.00
000000 Venture Capital-Backed Overland Park, KS 00 000.00 00000000000 000.00
You’re viewing 5 of 15 competitors. Get the full list »

OpenInvest Patents

OpenInvest Recent Patent Activity

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

OpenInvest Executive Team (14)

Name Title Board Seat Contact Info
Conor Murray Co-Founder & Chief Executive Officer
Joshua Levin Co-Founder & Chief Strategy Officer
Phillip Wei Co-Founder, Chief Technology Officer & Board Member
Benjamin Silbermann Advisor
Erika Cramer Advisor
You’re viewing 5 of 14 executive team members. Get the full list »

OpenInvest 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 Former Investors (20)

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 20 investors. Get the full list »