- conflicts or gaps
- [[{"field": "employees.headcount", "issue": {"value": "YC lists team size 110; LeadIQ ~29 (Apr 2026); FundBat 11–50; RocketReach ~53; no official JPMorgan/OpenInvest headcount published.", "source_urls": ["https://www.ycombinator.com/companies/openinvest", "https://leadiq.com/c/openinvest-a-jp-morgan-company/5a1d8a932400002400644bd2/employee-directory", "https://fundbat.com/company/openinvest"]}}, {"field": "funding.total_raised_usd", "issue": {"value": "Company-reported $23.8M (Apr 2020) vs aggregators citing $24M–$24.5M; arithmetic of disclosed rounds ($3.25M + $10.4M + $10.5M = $24.15M) excludes unquantified YC/earlier capital.", "source_urls": ["https://www.prnewswire.com/news-releases/openinvest-closes-10-5-million-series-a1-strategic-financing-round-301041582.html", "https://fundbat.com/company/openinvest", "https://tracxn.com/d/companies/openinvest/__1gw3YhTysgupW9IUCLWSAUB7MWVkJAFSfk3R1IwjMV8/funding-and-investors"]}}, {"field": "funding.round_amounts", "issue": {"value": "FundBat rounds Seed $3M, Series A $10M, Series A1 $11M vs company PRs $3.25M, $10.4M, $10.5M.", "source_urls": ["https://fundbat.com/company/openinvest", "https://www.prnewswire.com/news-releases/openinvest-secures-325-million-in-seed-funding-to-make-investing-a-force-for-corporate-engagement-and-social-change-round-led-by-andreessen-horowitz-300458080.html", "https://www.prnewswire.com/news-releases/openinvest-secures-10-4m-in-series-a-round-led-by-qed-investors-300687191.html", "https://www.prnewswire.com/news-releases/openinvest-closes-10-5-million-series-a1-strategic-financing-round-301041582.html"]}}, {"field": "exit_status.close_date", "issue": {"value": "JPMorgan press release (Jun 2021) expected close in Q3 2021 only; August 2021 close reported by Business Insider and FundBat (Aug 5, 2021) without primary closing announcement found.", "source_urls": ["https://www.jpmorganchase.com/newsroom/press-releases/2021/jpmorgan-agrees-to-acquire-openinvest", "https://www.businessinsider.com/openinvest-cofounders-lessons-learned-getting-acquired-jpmorgan-fintech-deals-2022-10", "https://fundbat.com/company/openinvest"]}}, {"field": "exit_status.deal_terms", "issue": {"value": "Acquisition price and valuation undisclosed by JPMorgan and OpenInvest.", "source_urls": ["https://www.jpmorganchase.com/newsroom/press-releases/2021/jpmorgan-agrees-to-acquire-openinvest", "https://www.reuters.com/technology/jpmorgan-acquire-fintech-startup-openinvest-2021-06-29/"]}}, {"field": "identity.legal_name", "issue": {"value": "Exact legal entity name (e.g., OpenInvest Inc.) not confirmed in primary sources reviewed; SEC registration cited generically.", "source_urls": ["https://www.prnewswire.com/news-releases/openinvest-secures-325-million-in-seed-funding-to-make-investing-a-force-for-corporate-engagement-and-social-change-round-led-by-andreessen-horowitz-300458080.html"]}}, {"field": "founders.yc_listing", "issue": {"value": "YC 'Active Founders' page lists Murray and Wei only; Josh Levin omitted despite being named co-founder in JPMorgan and company PR.", "source_urls": ["https://www.ycombinator.com/companies/openinvest", "https://www.jpmorganchase.com/newsroom/press-releases/2021/jpmorgan-agrees-to-acquire-openinvest"]}}, {"field": "identity.website", "issue": {"value": "Historical domain openinvest.co used in 2017 PR; current canonical domain openinvest.com; live site status not verified in this research (fetch timeout).", "source_urls": ["https://www.prnewswire.com/news-releases/openinvest-secures-325-million-in-seed-funding-to-make-investing-a-force-for-corporate-engagement-and-social-change-round-led-by-andreessen-horowitz-300458080.html", "https://www.prnewswire.com/news-releases/openinvest-closes-10-5-million-series-a1-strategic-financing-round-301041582.html"]}}, {"field": "funding.yc_amount", "issue": {"value": "Y Combinator S15 investment dollar amount not disclosed on YC company page; third-party aggregators cite ~$120K but no primary OpenInvest confirmation found.", "source_urls": ["https://www.ycombinator.com/companies/openinvest", "https://seedtable.com/startups/OpenInvest-MN4JKNZ"]}}]]
- source urls
- ["https://advisorservices.schwab.com/provider-solutions/openinvest_custom_sma", "https://fundbat.com/company/openinvest", "https://leadiq.com/c/openinvest-a-jp-morgan-company/5a1d8a932400002400644bd2/employee-directory", "https://seedtable.com/startups/OpenInvest-MN4JKNZ", "https://tracxn.com/d/companies/openinvest/__1gw3YhTysgupW9IUCLWSAUB7MWVkJAFSfk3R1IwjMV8/funding-and-investors", "https://www.businessinsider.com/jpmorgan-openinvest-esg-climate-sustainable-investing-deal-new-features-2022-10", "https://www.businessinsider.com/openinvest-cofounders-lessons-learned-getting-acquired-jpmorgan-fintech-deals-2022-10", "https://www.jpmorganchase.com/newsroom/press-releases/2021/jpmorgan-agrees-to-acquire-openinvest", "https://www.prnewswire.com/news-releases/andreesen-horowitz-backed-openinvest-introduces-portfolio-diagnosis-the-first-way-to-tangibly-measure-the-social-impact-of-investments-301133591.html", "https://www.prnewswire.com/news-releases/openinvest-closes-10-5-million-series-a1-strategic-financing-round-301041582.html", "https://www.prnewswire.com/news-releases/openinvest-launches-optimus-for-advisers-300846977.html", "https://www.prnewswire.com/news-releases/openinvest-provides-bank-of-the-west-with-personalized-esg-investment-portfolios-for-its-customers-300933426.html", "https://www.prnewswire.com/news-releases/openinvest-secures-10-4m-in-series-a-round-led-by-qed-investors-300687191.html", "https://www.prnewswire.com/news-releases/openinvest-secures-325-million-in-seed-funding-to-make-investing-a-force-for-corporate-engagement-and-social-change-round-led-by-andreessen-horowitz-300458080.html", "https://www.reuters.com/technology/jpmorgan-acquire-fintech-startup-openinvest-2021-06-29/", "https://www.ycombinator.com/companies/openinvest"]