OpenInvest is a tech-enabled SMA manager that provides easy, low-cost direct indexing across client accounts. OpenInvest’s portfolio modeling services deliver dynamic client customization centered on the asset owner’s social values and other financial and tax factors while tracking chosen benchmarks. Benefits include tax optimization at the individual security level, creating your own factor portfolios, full account-level customization around personal values, real-time impact reporting, and user-friendly technology. Founded in 2015 by architects of Bridgewater Associates' portfolio management, risk control, and trading systems, OpenInvest is backed by Andreessen-Horowitz, YCombinator, and the founders of CapitalOne. OpenInvest now employs a staff of financial, technology, and ESG leaders across three continents and is recognized as a global leader in ESG implementation.