News, Vision & Voice for the Advisory Community


As part of sale to J.P. Morgan, OpenInvest is orphaning RIA clients and laying off the startup's direct-indexing sales force

The New York City super bank ends OpenInvest's days as a money manger and makes it into a technology pod within the $4 trillion AUA company to infuse ESG across wealth, asset management and, perhaps, all the way down to credit cards.

Author Brooke Southall July 2, 2021 at 3:19 AM
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Joshua Levin: The mission was to mainstream. It doesn't get any more mainstream.

Related Moves

Andres Garcia-Amaya taps two industry vets to guide Zoe Financial through the RIA referral market's rocky shoals, which have sunk more than one firm

Backed by a $2 million VC injection from JP Morgan and ex-BlackRock execs, the NYC startup appoints wirehouse veteran Robert Deutsch and Acorns' investment guru Chris Jones to board

October 9, 2018 at 8:55 PM

Brian Murphy

Brian Murphy

July 2, 2021 — 4:52 AM
Congrats to Joshua and team. Seems like a pretty good fit. I've been a naysayer on the whole ESG "productization" meme for awhile now, but I hope I'm proven wrong through the new JP Morgan team.

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