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OpenInvest, a J.P. Morgan company Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

OpenInvest is a fintech in the financial services sector that focuses on aligning investors' capital with their values through digital investment solutions. The company originated as a Public Benefit Corporation and is now an independent subsidiary of JPMorgan Chase, continuing to offer low-cost online wealth management and digital investment options. Its platform is designed to broaden access to managed portfolios for its users.

Headquartered in San Francisco, California, OpenInvest serves individual investors and collaborates with other advisory and asset-management firms to provide affordable, value-aligned investment offerings. In early 2024, the company announced a partnership with Aldersley Capital to launch a low-cost online wealth management solution, illustrating its ongoing collaboration strategy and geographic reach.

Find OpenInvest, a J.P. Morgan company employees' phone numbers or email addresses

OpenInvest, a J.P. Morgan company Global Highlights

Location
Employees

North America
33

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  • United States Of America
    33

Europe
4

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  • Cyprus
    1
  • Spain
    1
  • United Kingdom Of Great Britain And Northern Ireland
    1
  • France
    1

Asia
2

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  • Philippines
    1
  • India
    1

Africa
1

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  • Uganda
    1

South America
1

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  • Brazil
    1

OpenInvest, a J.P. Morgan company's Leadership

  • Stylized image of a person
    C. M.
    Cofounder, Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. S.
    Vp, Business Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. C.
    Research Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. R.
    Director , Sales
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. D.
    Product Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. K.
    Sr. Marketing Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. L.
    Senior Software Engineer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. M.
    Senior Quantitative Analyst
    Phone icon
    Mobile Phone

OpenInvest, a J.P. Morgan company Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Engineering
  • Finance
  • Product Management
  • Arts & Design
  • Other
  • Business
  • Entrepreneurship

Contact profiles from OpenInvest, a J.P. Morgan company

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. S.
    Esg Data Associate
    Phone icon
    Mobile Phone
    United StatesNew York
    Sep 10, 2025
  • Stylized image of a person
    N. M.
    Data Engineer
    Phone icon
    Mobile Phone
    United StatesNew York
    Apr 16, 2026
  • Stylized image of a person
    B. J.
    Financial Ministry Assistant
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    J. L.
    Operations Associate
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 17, 2024
  • Stylized image of a person
    M. A. D.
    Software Engineer
    Phone icon
    Mobile Phone
    Uganda
  • Stylized image of a person
    C. D.
    Phone icon
    Mobile Phone

Frequently Asked Questions

What is OpenInvest, a J.P. Morgan company known for?

Minus sign iconPlus sign iconOpenInvest, a J.P. Morgan company was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 560 Mission Street 22nd Floor San Francisco, California United States; you can contact the main corporate office by phone at
+1-646-469-****
. Explore OpenInvest, a J.P. Morgan company's company overview page for more information.

What is OpenInvest, a J.P. Morgan company's most common email format?

Minus sign iconPlus sign iconOpenInvest, a J.P. Morgan company employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more OpenInvest, a J.P. Morgan company email formats with LeadIQ.

How many employees does OpenInvest, a J.P. Morgan company have currently?

Minus sign iconPlus sign iconOpenInvest, a J.P. Morgan company has approximately 27 employees as of June 2026. These team members are located across 5 continents, including North AmericaEuropeAsia.

Who are OpenInvest, a J.P. Morgan company's key employees and leadership?

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As of June 2026, OpenInvest, a J.P. Morgan company's key employees include:

  • Cofounder, Ceo: C. M.
  • Vp, Business Manager: S. S.
  • Research Director: A. C.
  • Director , Sales: M. R.
  • Product Manager: N. D.

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