OpenInvest, a sustainable-investing robo-advisor, has spent the past 13 months integrating into JPMorgan following the bank's acquisition of the startup in August 2021.
Such products would include ESG and values-aligned investment strategies for JPMorgan financial advisors, along with proxy voting and philanthropic giving.
Josh Levin, OpenInvest cofounder and chief strategy officer, told Insider clients are able to view things like how much carbon or tobacco the client has avoided funding.
OpenInvest is helping JPMorgan work with other fintechsMurray and Levin told Insider that JPMorgan's acquisition represents more than an opportunity to upgrade the bank's sustainable investing offering.
And so, we're gonna be looking to work more readily with fintechs in the future," Murray told Insider.