# Openvest

> Flat-fee wealth management platform offering automated investing and alternative assets. (iPhone/iPad app by Openvest LLC.)

- Source: https://appshunter.io/ios/app/openvest/id1614610706 (this page in markdown: same URL + `.md`)
- Developer: [Openvest LLC](https://appshunter.io/developer/1569690503)
- Category: Finance
- Price: Free
- Rating: 4.80/5 from 22 App Store ratings · 26 written reviews indexed
- Age rating: 17+
- Requires: iOS 15.0 · 90 MB
- Languages: American English
- Released: 2022-12-02
- Data updated: 2026-09-08
- Monetization: freemium
- User reviews in markdown: https://appshunter.io/ios/app/openvest/id1614610706/reviews.md

## What is Openvest?

Openvest: Investing, Uncompromised

Invest like an expert, keep more of your returns, and access elite asset classes—all for one simple, low flat fee.

Openvest is the first wealth management platform designed to end the "Percentage Tax" on your hard-earned wealth. While traditional advisors and apps take a percentage of your total balance every year (AUM fees), Openvest offers a revolutionary alternative: professional-grade automated investing and elite alternative assets for one low, flat monthly fee.

Why Choose Openvest?
Most investment platforms have a hidden "Success Tax." As your wealth grows, they charge you more, even though the work they do remains the same. Openvest flips the script by providing institutional-grade tools at a retail price.
    --> The $5 Flat Fee Revolution: Stop paying more just because you have more. Whether you’re investing $5,000 or $500,000, your cost is just $5 per month. Nothing more. This     
           isn't just a low price; it's a structural advantage that keeps your capital working for you.
    --> Elite Alternatives for Everyone: Historically, Private Equity, Real Estate, and Private Credit were locked behind $10M+ buy-ins and "accredited investor" walls. Openvest  
           breaks those doors down, giving you access to institutional-grade alternative investments with no prohibitive minimums.
    --> Professional-Grade Backend: We don't cut corners on execution. Openvest is powered by Interactive Brokers LLC, providing you with world-class trade execution, deep 
           liquidity, and a battle-tested infrastructure used by the world's most sophisticated hedge funds.
    --> Automated Recurring Investments: Set your wealth on autopilot. Build a diversified portfolio of stocks, bonds, and alternatives with recurring deposits that automatically 
           balance your risk and optimize your tax efficiency.
    --> Conflict-Free Advice: Because we don't take commissions from fund providers or a cut of your total balance, our interests are 100% aligned with yours. We don't care which 
           fund you choose—we only care that it's the right one for your goals.
    --> Zero Hidden Fees: No commissions on trades, no "per-contract" hidden costs, and zero percentage-based management fees. What you see is exactly what you get.
           Institutional-Grade Security: Your data and assets are protected with state-of-the-art encryption, biometric login (Face ID/Touch ID), and industry-standard security     
           protocols.


Build a Portfolio That Actually Compounds
Every percentage point you pay in fees is a percentage point that isn't compounding for your future. Over 20 years, a "small" 1% fee can cost you hundreds of thousands of dollars in lost gains. Openvest is built to ensure that the rewards of your growth stay in your account, not ours.

Download Openvest today and experience alternative wealth management that works for you, not your broker.

Investment Portfolio Products & Disclosures:
   --> FDIC Insured: Cash balances are eligible for FDIC insurance through our provider(s).
   --> Interactive Brokers LLC Backend: All asset custody and clearing are provided by Interactive Brokers LLC, a global leader in investment technology.
   --> May Lose Value: Investing involves risk. Your portfolio value will fluctuate and you may lose money.

Legal: Openvest refers to investment products and services offered by Openvest Access LLC, an SEC-registered investment adviser. Registration does not imply a certain level of skill or training.

The $5 monthly flat fee covers investment advisory services. Please see our full Pricing Guide for details. Past performance is no guarantee of future results. Investments involve a high degree of risk and may not be suitable for all investors. Consider your investment objectives and Openvest’s fees/expenses before investing.

© 2026 Openvest LLC. All rights reserved.

## Key features

- Low flat monthly fee for all investment sizes
- Access to private equity, real estate, and private credit
- Automated recurring investments and portfolio balancing
- Conflict-free investment advice
- Zero hidden fees or commissions
- Institutional-grade security and trade execution

## Recent user reviews (10 of 26)

All indexed reviews: https://appshunter.io/ios/app/openvest/id1614610706/reviews.md

### 5/5 — Clean Interface, Professional Results

*2026-05-12*

The UI is fantastic. I’ve tested quite a few investment apps, and this one stands out because it doesn't clutter the screen with unnecessary info. The onboarding walkthrough was smooth, and choosing a strategy was simple. It’s a solid, reliable experience for anyone who wants to invest like a pro without the complexity.

### 5/5 — Managing Small Investments

*2026-03-28*

I don’t invest huge amounts, just small pieces here and there. The app handles that fine and still shows clear breakdowns. I appreciate being able to see exactly where my money is allocated.

### 5/5 — Organizing My Watchlist

*2026-03-28*

I like tracking a few cọmpanies before actually investing. Setting up a watchlist was pretty quick and now I just monitor price changes over time. It helps me feel more prepared before making any moves.

### 5/5 — Learning Investing Basics

*2026-03-27*

I’m pretty new to investing, so I mostly use it at night to read up on different assets. The layout doesn’t overwhelm me and I can take my time exploring. It’s been helpful when I want to understand what I’m putting my money into.

### 5/5 — Tracking My Daily Trades

*2026-03-27*

I usually check my portfolio during my cọmmute and this makes it easy to see how everything moved overnight. I like that I can quickly tap into each stock and review the chart without feeling lost. It feels simple enough for a quick morning check-in.

### 5/5 — Simple Charts for Quick View

*2026-03-27*

Sometimes I just want a fast look at how a stock moved over the week. The charts are clear enough for that. I’m not doing deep analysis, just checking trends, and it does the job without feeling cọmplicated.

### 5/5 — Handy Alerts on the Go

*2026-03-27*

I cọmmute by train and don’t always have stable internet, but it still loads fine most of the time. The alerts pop up even when I’m not actively using it, which helps me react if something big happens during the day.

### 5/5 — Useful During Market Swings

*2026-03-27*

When the market got really volatile last month, I kept checking throughout the day. The price alerts helped me stay calm because I didn’t have to stare at the screen nonstop. I just waited for notifications and decided from there.

### 5/5 — Straightforward and Reliable

*2026-03-27*

Downloaded it out of curiosity and ended up sticking with it. The initial walkthrough helped me understand the features without feeling overwhelmed. I’ve been using it for a week now and everything has worked smoothly so far.

### 5/5 — Easy to Use After Work

*2026-03-27*

After work I usually spend a few minutes checking my finances. This has been easy to use and doesn’t feel cọmplicated. The menus are straightforward and I haven’t run into bugs so far. It’s been a solid experience.

## Frequently asked questions about Openvest

### What is Openvest?

Openvest is a wealth management platform designed to offer professional-grade automated investing and access to elite alternative asset classes like private equity, real estate, and private credit. It aims to eliminate the traditional 'percentage tax' or AUM fees charged by many financial advisors and apps.

### How does Openvest's pricing work?

Openvest operates on a revolutionary flat fee model. Regardless of your investment amount, whether it's $5,000 or $500,000, the cost is a simple $5 per month. This structure ensures that as your wealth grows, your fees do not increase.

### What kind of investments can I access through Openvest?

Openvest provides access to institutional-grade alternative investments that are typically reserved for high-net-worth individuals. This includes Private Equity, Real Estate, and Private Credit, which are made accessible without prohibitive minimum investment requirements.

### Is Openvest suitable for beginners or experienced investors?

The platform is designed for anyone looking to invest more effectively and keep more of their returns. Its automated features and access to diverse asset classes can benefit both beginners who want a hands-off approach and experienced investors seeking to diversify into alternative markets.

### What makes Openvest different from traditional investment platforms?

Openvest differentiates itself by charging a low, flat monthly fee instead of a percentage of assets under management (AUM). This 'percentage tax' is eliminated, allowing more of your investment gains to compound. Additionally, it offers access to elite alternative assets that are usually inaccessible to retail investors.

## Version history (last 5 releases)

### 4.35 — 2026-09-02

- Minor bug fixes

### 4.34 — 2026-08-31

- Minor bug Fixes

### 4.33 — 2026-08-21

- Minor Bug fixes

### 4.32 — 2026-08-11

- Minor bug fixes

### 4.31 — 2026-07-07

- Minor bug fixes

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-09-08.*