Tech Company Financing Transactions

OpenInvest Funding Round

QED Investors, ABN AMRO and Resolute Investment Managers participated in a $10.5 million Series A capital raise for OpenInvest. The financing was announced on 4/19/2020.

Transaction Overview

Company Name
Announced On
4/19/2020
Transaction Type
Venture Equity
Amount
$10,500,000
Round
Series A
Investors

QED Investors (Lead Investor) (Greg Mazanec)

ABN AMRO (Hugo Bongers)

Resolute Investment Managers (Gene Needles)

SYSTEMIQ

Proceeds Purpose
Our new round of funding helps us expand engineering capacity to meet rapidly growing demand across wealth and asset management platforms.

Company Information

Company Status
Private & Independent
Industry
FinTech
Mailing Address
235 Montgomery St. 650
San Francisco, CA 94122
USA
Email Address
Overview
OpenInvest is the world's first automated investment advisor that builds your portfolio based on the causes you care about most. The company was founded in 2015 by Conor Murray and Phil Wei who met building financial systems for the world's largest hedge fund, Bridgewater Associates.
Profile
OpenInvest LinkedIn Company Profile
Social Media
OpenInvest Company Twitter Account
Company News
OpenInvest News
Facebook
OpenInvest on Facebook
YouTube
OpenInvest on YouTube

Management Team

Title
Name
Email & Social
Chief Executive Officer
Conor Murray
  Conor Murray LinkedIn Profile  Conor Murray Twitter Account  Conor Murray News  Conor Murray on Facebook
Chief Scientific Officer
Josh Levin
  Josh Levin LinkedIn Profile  Josh Levin Twitter Account  Josh Levin News  Josh Levin on Facebook
Chief Technical Officer
Phil Wei
  Phil Wei LinkedIn Profile  Phil Wei Twitter Account  Phil Wei News  Phil Wei on Facebook
VP - Engineering
Jimmy Sun
  Jimmy Sun LinkedIn Profile  Jimmy Sun Twitter Account  Jimmy Sun News  Jimmy Sun on Facebook
VP - Product Management
Jon Whitney
  Jon Whitney LinkedIn Profile  Jon Whitney Twitter Account  Jon Whitney News  Jon Whitney on Facebook
VP - Sales
John Klinger
  John Klinger LinkedIn Profile  John Klinger Twitter Account  John Klinger News  John Klinger on Facebook
VP - Sales
Neha Ramdas
  Neha Ramdas LinkedIn Profile  Neha Ramdas Twitter Account  Neha Ramdas News  Neha Ramdas on Facebook
VP - Sales
William Venturi
  William Venturi LinkedIn Profile  William Venturi Twitter Account  William Venturi News  William Venturi on Facebook


 

 

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Prev: 4/17/2020: Anodot venture capital transaction
Next: 4/20/2020: SafeBreach venture capital transaction

 

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Where The Data Comes From

We do our best to report on every notable VC transaction. VC investment data records reported here are sourced from news reports and company announcements. The data comes to us via our partnership with VentureDeal.com, an affiliated venture.

 


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