How do we help Australians manage their investment portfolio with confidence?
It all started with that simple question.
It has not been easy for everyday Australians to access professional Investment Managers.
Individual investors who want to manage their own investments have to do huge amounts of research to build a diversified portfolio that gives them the best chance of meeting their investment goals.
The alternative is to use a financial adviser or to go directly to a professional Investment Management company who have the expertise to make sense of the huge volumes of data they assess and interpret in order to make optimal investment decisions. For many Australians this option has been out of reach, until OpenInvest.
Breaking down the barriers of exclusivity in investing.
OpenInvest's founders, Warren Forward, James Beckford and Andrew Varlamos shared the same belief: building wealth shouldn’t be reserved for the very wealthy.
Leveraging their experience in building investment solutions for financial advisers, in 2017 they created OpenInvest: an industry-first technology platform that opens up the world of expertly managed investment opportunities to everyday investors - not just the very wealthy.
Attracting the attention of three of the world’s largest investment houses.
OpenInvest quickly attracted the attention of Blackrock, J.P. Morgan Asset Management and Schroders.
These industry giants were quick to recognise that OpenInvest was more than just a clever digital platform for making investing easier — it was an opportunity to collaborate and realise a shared vision to help all Australians create greater wealth.
To break down the barriers, share the knowledge and empower everyday Australians to manage their own portfolio with confidence.
Enabling all investors to build their wealth with the world’s leading Investment Managers.
Whether you’re new to investing or have years of experience, the OpenInvest process couldn’t be simpler or more transparent: choose your Investment Manager, select the ready-made model portfolio that best meets your needs and we take care of everything else for you.
Our Founders & Directors
Our Partners & Friends
Our technology, data and industry partners bring you the resources and research to support you on your wealth creation journey:
Australia’s SMSF sector
investment advice industry in Australia
Investing, made simple with easy-to-understand, ready-made portfolios.
OpenInvest collaborates with some of the biggest and most experienced investment houses in the world to develop a range of affordable and easy-to-understand ready-made portfolios designed to help all investors realise their investment goals.
OI in the Media.
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