Coming Soon: A Powerful Way to Invest in Your Values

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The rapid growth of ESG investing

Funds with ESG-mandated assets have more than tripled since 2015. Clients are seeking a socially responsible way to invest.
$29.6
$3.7
$30.2
$6.6
$31.6
$8.7
$34.6
$12.0
$34.5
$34.5
ESG-mandated
Non-ESG-mandated
Source: US SIF Foundation data through 2018; Deloitte Center for Financial Services analysis through 2025.

What We're Building

esg investing report

Tangible Impact Reporting

Our digestible and proprietary reports highlight the impact of a portfolio, like number of trees planted or CO2 kept out of the atmosphere.

Data-Powered Causes

OpenInvest is a sustainable investing solution backed by real data. We offer an extensive list of values-based metrics including LGBTQIA+ rights, racial justice, disability inclusion, and more.
data-powered value screens
tax optimization

Tax Efficiency

Our tools include tax optimization at the individual security level, automated tax-loss harvesting, household and multi-generational exposures, and estimated tax impact.
Learn more about the world of values-based investing
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