Josh Levin

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Josh Levin

Josh Levin

@JoshLevin11

Josh Levin, Cofounder and Chief Strategy Officer @OpenInvestCo. Managing Director, J.P. Morgan.

Alameda, CA Katılım Kasım 2008
168 Takip Edilen472 Takipçiler
Josh Levin
Josh Levin@JoshLevin11·
@EdKrassen Are they going to stop taking New Yorkers’ federal tax dollars as well? If so, deal!!
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Josh Levin
Josh Levin@JoshLevin11·
@tayebe_fatemeh Why would the videographer let her keep carrying the girl, rather than carrying her sister for her? This is exploitation of one’s own people - of children - for media attention.
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Olivia Moore
Olivia Moore@omooretweets·
Personal finance is a nightmare for most consumers - but may be a dream for AI. 🪄 Imagine a 24/7 personal advisor that can move money and open accounts for you, optimizing your net worth. @illscience and I believe this future is finally here - enter "Money on Autopilot" ⬇️
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AK@_akhaliq·
ChatGPT, Bro just kept going?
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OpenInvest
OpenInvest@openinvestco·
"When you create value through technology and client experiences, you don’t have a big incentive to hide your ESG data sources and methodology." Read @JoshLevin11's latest piece on ESG data diffusion and transparency in the industry: openinvest.com/articles-insig…
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OpenInvest
OpenInvest@openinvestco·
Our sophisticated value screens allow you to create portfolios tailored to your clients' values, including reducing their environmental impact. Thanks for including us, @CNBC! cnbc.com/2020/12/07/her…
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Josh Levin
Josh Levin@JoshLevin11·
We started OpenInvest because the #fintech industry was moving too slowly and the tools to drive real change didn’t exist. Today, our industry-leading technology is helping investors align their dollars with their values. Read how in @FinTech_Series twitter.com/FinTech_Series…
Global FinTech Series@FinTech_Series

Joshua Levin, Co-founder at @openinvestco shares how with Portfolio Diagnosis’ comprehensive data and tangible impact metrics, it’s easy for any advisor to give their clients an accurate snapshot of how their investments are impacting the world around them bit.ly/39H1jiO

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Josh Levin
Josh Levin@JoshLevin11·
Excited to announce @openinvestco's biggest product launch of the year: Portfolio Diagnosis. Now it’s easy for anyone to automatically generate #ESG impact reporting for each client, regardless of managers or vehicle-types.
OpenInvest@openinvestco

OpenInvest has officially launched Portfolio Diagnosis! As stated by our own @JoshLevin11, “People used to think robos would take over advisers jobs,” he said. “I think it’s the opposite — this technology is going to make advisers the star of the show.” investmentnews.com/openinvest-lau…

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Josh Levin
Josh Levin@JoshLevin11·
Check out my byline in @RIABiz on the Goldman Sachs and Charles Schwab deals, what it means for the future of direct indexing, and how this opens the door for a paradigm shift akin to CDs -> Spotify riabiz.com/a/2020/6/22/wi…
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Josh Levin
Josh Levin@JoshLevin11·
While the title's misleading–the article features solutions like @OpenInvestCo–there's more to do. This is why we launched our Racial Justice cause and continue to expand opportunities for investors who want to vote w/ their dollars. marketwatch.com/story/do-you-w…
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