Joshua Levin

Cofounder, Chief Strategy Officer, Lead for Business Development & Partnerships

Joshua Levin heads all business development at OpenInvest, including partnerships with diversified financial institutions, banks, wealth management platforms, and asset managers. Josh also heads OpenInvest's corporate strategy and execution. He has positioned OpenInvest as a market and technology leader at the center of some of the hottest trends in WealthTech: ESG, personalization, tax optimization, and direct indexing.Josh is also a well-known thought leader and public speaker. He has been quoted in the The Economist, The Wall Street Journal, Forbes, Fortune, Barron's, Fast Company, Politico, FT Advisor, BusinessWeek, Yahoo! Finance, Bloomberg, and many more. He has authored/produced half a dozen reports and publications, and has spoken at countless conferences. Josh is best known for his writing and speaking on market transformation, mainstreaming sustainability in financial services, dynamic custom indexing, and the coming "post-fund paradigm shift" in asset management.

Talks About
#financial

Preferred Locations
#NorthAmerica