Shyft Score
Directory quality rating
48/100
Quiet
Found in 1 source
Our take
The verdict on OpenInvest
AI-generated
OpenInvest offers personalized, values-based asset and wealth management at scale. Its unique approach to personalization and focus on values set it apart in the fintech space.
Strengths
- values-based personalization
- scalable wealth management
- unique approach to asset management
Limitations
- may be complex for some users
- limited to wealth management
- no AI or MCP support
Best for: investors seeking personalized, values-based wealth management solutions
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See how OpenInvest fits your stackAbout
What is OpenInvest?
Values based personalization at scale for asset and wealth management
Key capabilities
Personalized investment portfolios based on user values
Real-time performance tracking and reporting
Integration with major financial data providers
User-friendly dashboard for asset management
Compliance and regulatory reporting tools
At a glance
Category
investment-management
Department
Finance
Pricing
Subscription (from $49/mo)
Website
openinvest.com
Use cases
What you can do with OpenInvest
Creating personalized investment portfolios
Aligning investments with values
Goal-based financial planning
Best for
Wealth management firmsFinancial advisorsImpact investors
Pricing
OpenInvest pricing
OpenInvest starts at $49/mo
Starting at $49/mo
Ecosystem
Connected ecosystem
MCP servers, AI skills, and integrations that work with OpenInvest
Integrations
SalesforcePlaidQuickBooksXeroStripeZapierMorningstarBloombergTD Ameritrade
FAQs
Frequently asked questions
Common questions about OpenInvest and its capabilities
OpenInvest pricing starts at $49/mo. Contact OpenInvest for enterprise pricing and volume discounts.
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