OpenInvest Overview

  • Founded
  • 2015
Founded
  • Status
  • Private
  • Employees
  • 40
Employees
  • Latest Deal Type
  • Series A1
  • Latest Deal Amount
  • $10.6M
Latest Deal Amount
  • Investors
  • 19

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, enabling clients to manage their assets.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Business/Productivity Software
Consumer Finance
Primary Office
  • One Market Street
  • 36th Floor
  • San Francisco, CA 94105
  • United States
+1 (855) 000-0000

OpenInvest Timeline

2018201920202021
Financing RoundCaptured Employee CountEstimated Employee Growth
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OpenInvest Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
4. Early Stage VC (Series A1) 05-Feb-2020 $10.6M 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
40 As of 2020
000.00
00.00 0000-00-00
00000000000 000.00

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000000000 00000000
Palo Alto, CA
000 As of 0000
00000
0000 0000-00-00
00000000000 00000

00000000

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00000 000 00000000000 00000000 (000)
New York, NY
00 As of 0000
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OpenInvest Competitors (5)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Wealthfront Venture Capital-Backed Palo Alto, CA 000 00000 00000000000 00000
000000000 Formerly VC-backed New York, NY 00 000000&0
00000000 Venture Capital-Backed New York, NY 00 00.00 00000000000 00.00
000000 00000 Formerly PE-Backed Sausalito, CA 00 00.000 000000&0 00.000
0000000000 0000000 Formerly PE-Backed Seattle, WA 000000&0
You’re viewing 5 of 5 competitors. Get the full list »

OpenInvest Executive Team (14)

Name Title Board Seat Contact Info
Conor Murray Co-Founder, Chief Executive Officer, President & Board Member
Joshua Levin Co-Founder & Chief Strategy Officer
Phillip Wei Co-Founder, Chief Technology Officer & Board Member
Alexandra Lyon CCO & Head, Finance
Jane Bulnes-Fowles Advisor
You’re viewing 5 of 14 executive team members. Get the full list »

OpenInvest Board Members (3)

Name Representing Role Since
Ciara Burnham QED Investors Board Member & Advisor 000 0000
Conor Murray OpenInvest Co-Founder, Chief Executive Officer, President & Board Member 000 0000
Greg Mazanec QED Investors Board Member 000 0000
To view OpenInvest’s complete board members history, request access »

OpenInvest Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-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 Investors (19)

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
Flat World Partners Impact Investing Minority 000 0000 000000 0
Flight Ventures Venture Capital Minority 000 0000 000000 0
Resolute Investment Managers PE/Buyout Minority 000 0000 000000 0
You’re viewing 5 of 19 investors. Get the full list »