Diligence memo · auto-generated · as of July 2, 2026
OpenInvest
OpenInvest: limited disclosed financing to assess.
Diligence furtherNo decisive signal either way from the public record alone — the call needs primary diligence beyond the filings.
Businessfiled
OpenInvest operates in Investment Vehicle, based in San Francisco, CA, USA. Values based personalization at scale for asset and wealth management
Sub-sector tags: Fintech, Investing.
Capital & rounds (filed)filed
OpenInvest has raised — in disclosed capital across 0 recorded rounds, aggregated from public filings.
Valuation (modeled)modeled
No modeled valuation — too little disclosed financing to estimate one.
Financing rhythm & timingmixed
Not enough dated financing history to read a financing rhythm.
Comparablesmixed
Capital scale ranks ahead of 2% of Investment Vehicle peers (1793 compared).
Modeled value ranks above 2% of those peers.
Risks & flagsmixed
No clearly named CEO/founder/principal in the surfaced records — key-person evidence is thin.