Our Mission

OpenInvest is a Public Benefit Corporation on a mission to deliver technology that helps mainstream values-based investing.

How We Do It

OpenInvest offers values-based financial solutions that help advisors unlock the true impact of their clients’ investments. With OpenInvest, financial advisors can seamlessly build, manage, and report on ESG-focused portfolios, engaging with clients on a new level.

Investors

Our Team

Conor Murray
CEO, Co-founder
Conor Murray
CEO, Co-founder
Josh Levin
CSO, Co-founder
Josh Levin
CSO, Co-founder
Phil Wei
Co-founder
Phil Wei
Co-founder
Jimmy Sun
VP of Engineering
Jimmy Sun
VP of Engineering
Neha Bhatia Ramdas
VP of Sales
Neha Bhatia Ramdas
VP of Sales
Jon Whitney
VP of Product
Jon Whitney
VP of Product
Alexandra Lyon
Head of Financial Operations, CCO
Alexandra Lyon
Head of Financial Operations, CCO
Hanu Kunduru
Director of Engineering
Hanu Kunduru
Director of Engineering
Jake Raden
Head of ESG and Financial Product
Jake Raden
Head of ESG and Financial Product
Addy Kim
Operations Analyst
Addy Kim
Operations Analyst
Aldo Okware
Senior Software Engineer
Aldo Okware
Senior Software Engineer
Alex Christian
ESG Product Manager
Alex Christian
ESG Product Manager
Ari Weinstein
Senior Financial Strategist
Ari Weinstein
Senior Financial Strategist
Arnold Taremwa
Software Engineer
Arnold Taremwa
Software Engineer
Caitlyn Driehorst
Director of Business Development
Caitlyn Driehorst
Director of Business Development
Dan Lang
Director of Sales
Dan Lang
Director of Sales
Deepak Grover
Senior Software Engineer
Deepak Grover
Senior Software Engineer
John Klingler
Director of Sales
John Klingler
Director of Sales
Joyce Lee
Operations Associate
Joyce Lee
Operations Associate
Leigh Kloss
Senior Marketing Manager
Leigh Kloss
Senior Marketing Manager
Mario Isaac
Director of Business Development
Mario Isaac
Director of Business Development
Niall Murray
Data Engineer
Niall Murray
Data Engineer
Salim Salaues
DevOps Engineer
Salim Salaues
DevOps Engineer
Sarah Sung
Director of Account Management
Sarah Sung
Director of Account Management
Sila Sayan
Product Manager
Sila Sayan
Product Manager
Sophia Blistein
People and Culture Associate
Sophia Blistein
People and Culture Associate
Stefanos Marnerides
Quantitative Analyst
Stefanos Marnerides
Quantitative Analyst
Steph Kelly
Product Manager
Steph Kelly
Product Manager
Wang Lei
Senior Software Engineer
Wang Lei
Senior Software Engineer
Will Venturi
Director of Sales
Will Venturi
Director of Sales
Interested in joining the team at OpenInvest?
See our current openings here.

Advisors

Ciara Burnham
QED | Evercore
Erika Cramer
Cany Capital | Silver Lane Advisors | US Trust
Gail Klintworth
Old Mutual | Unilever | SystemIQ
Kameron Rezai
Blackrock | FutureAdvisor | Aperio
Christopher Detmer
Steward Partners | Raymond James Financial Services
Aaron Brachman
Steward Partners | Raymond James Financial Services
Ben Silbermann
Pinterest | Google
Kate Starr
Flatworld Partners | Heron Foundation
Jane Bulnes-Fowles
Veris Wealth Partners | Lean Enterprise Institute
Adam Gromis
Goldman Sachs | Imprint Capital Advisors
Stuart Davidson
Somen Capital | Labrador Ventures
Raaid Ahmad
Facebook | Weebly | Bridgewater
Casey Snyder
Steward Partners
Patricia Kao
Blackrock | U.S. Department of the Treasury | Presidio Graduate School
Casey Snyder
Steward Partners
Patricia Kao
Blackrock | U.S. Department of the Treasury | Presidio Graduate School

Affiliations