Building the Tech Infrastructure for Values-Based Investing - Conor Murray // CEO and Co-founder of OpenInvest
E52

Building the Tech Infrastructure for Values-Based Investing - Conor Murray // CEO and Co-founder of OpenInvest

This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.

----------------------------------------

In Episode 52 of the Investing in Impact podcast, we speak with Conor Murray, CEO and Cofounder of OpenInvest, on getting acquired by J.P. Morgan and building the technology infrastructure for values-based Investing.

Conor Murray is co-founder and Chief Executive Officer of OpenInvest, where he guides values-based innovation and integration in partnership with J.P. Morgan Wealth Management. After graduating from MIT, Conor began his career in financial technology at Morgan Stanley and went on to lead teams of engineers responsible for portfolio construction and optimization at Bridgewater Associates, the world’s largest hedge fund.

About OpenInvest

OpenInvest was founded with a simple yet ambitious goal - to make a positive impact on the world through sustainable investing.

The teams background in building scalable and complex financial systems led them to create an asset management platform with personalized value filters. In recent years, there has been a significant shift in the investment industry as investors increasingly seek to align their financial goals with their personal values.

This trend has given rise to values-based investing, an investment approach that allows investors to create portfolios that reflect their personal beliefs and values.

In 2016, OpenInvest was established as a Public Benefit Corporation, a designation that allowed us to cement the mission in their legal charter: to mainstream values-based investing through technology.

The OpenInvest platform allows investors to personalize their investment portfolios based on their values and beliefs. Through technology, they aim to make values-based investing accessible and transparent, empowering investors to align their financial goals with their personal values.

OpenInvest was acquired by J.P. Morgan in 2021, with the intention to scale the movement, offering investors an intuitive and personalized investing experience.

----------------------------------------
Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you’re launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:
  • Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.
  • Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.
  • Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.
  • Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.
  • Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.
  • IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.
  • Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.
  • Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.
As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.

👉 Learn more or schedule a discovery call at pifadvisory.com