OpenFinance

Financial Software · New York, United States · 11-50 Employees

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Overview

Headquarters

62 Chelsea Piers Ste 303, New York City,...

Phone Number

(646) 723-2770

Revenue

$12.4 Million

Industry

Financial Software Software Software Testing Business Services
ZI Rank: 1
Signal Type
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ZI Rank
1
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About OpenFinance

OpenFinance is a leading financial data aggregator with over USD 3 trillion (December 2008) in assets processed every day for financial sectors that include the largest trust, banking and investment institutions, multi-family offices, wealth advisors, and consultants. For over 15 years, the OpenFinance management team has revolutionized the industry by transforming a typically manual aggregation process into an automated workflow that provides its global user base the most flexible, accurate, timely, and cost effective solution. OpenFinance aggregates fine grained financial data from sources across the globe which enables clients to increase the "reach and depth" of the services that they provide to their customers. They currently provide this service to a number of institutions in North America, Switzerland and the UK. Clients include major custodians, private banks/wealth managers as well as leading firms within the Institutional Market.Explore more
OpenFinance's Social MediaPopular SearchesOpenFinanceOPEN FinanceOpen Finance LLCOpenfinance.comOpen Finance Aggregation eXchange LtdSIC Code 73,737NAICS Code 51,518Show more

OpenFinance Org Chart

Allister Lewison, Chief Executive Officer at OpenFinance
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Chief Executive Officer

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LO
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Managing Director

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MK
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Finance Coordinator

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Parabroker Credit Analyst

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

OpenFinance

$12.4M
11-50
Private
<$5M
1997
$30.9M
51-200
Private
-
1972
JR
John RadleChief Operating Officer
$17.9M
51-200
Public
-
2012
GM
Gary MoffettMaterial Handler
$15.2M
11-50
Private
-
2000
John Sundeen, Executive Vice President & Chief Administrative Officer at Delaware Funds by Macquarie
John SundeenExecutive Vice President & Chief Administrative Officer
$6.1M
11-50
Private
-
-
GL
Gary LacaraVice President Comptroller
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
Illustration of an envelope

Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

OpenFinance is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

OpenFinance is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about OpenFinance.

OpenFinance financials insights

Gather financial insights about OpenFinance, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All OpenFinance's Financials Insights

OpenFinance Tech Stack

A closer look at the technologies used by OpenFinance

Top Financial Software Companies

Frequently Asked Questions Regarding OpenFinance

What is OpenFinance's official website?
OpenFinance's official website is www.openfinance.com
What is OpenFinance's Revenue?
OpenFinance's revenue is $12.4 Million
What is OpenFinance's SIC code?
OpenFinance's SIC: 73,737
What is OpenFinance's NAICS code?
OpenFinance's NAICS: 51,518
How many employees does OpenFinance have?
OpenFinance has 11-50 employees
What industry does OpenFinance belong to?
OpenFinance is in the industry of: Financial Software, Software, Software Testing
What is OpenFinance competition?
OpenFinance top competitors include: Evanson Asset Management, Highland Funds I - Highland Opportunities and Income Fund, Bramshill Investments, Campbell & Company
What companies has OpenFinance acquired?
OpenFinance has acquired the companies: Republic, OpenFinance, The Senior Wealth Advisors, INX Digital
What technology does OpenFinance use?
Some of the popular technologies that OpenFinance uses are: Tierpoint, Google Universal Analytics, Eploy, Engage ATS
How do I contact OpenFinance?
OpenFinance contact info: Phone number: (646) 723-2770 Website: www.openfinance.com
What does OpenFinance do?

OpenFinance is a leading financial data aggregator with over USD 3 trillion (December 2008) in assets processed every day for financial sectors that include the largest trust, banking and investment institutions, multi-family offices, wealth advisors, and consultants. For over 15 years, the OpenFinance management team has revolutionized the industr... y by transforming a typically manual aggregation process into an automated workflow that provides its global user base the most flexible, accurate, timely, and cost effective solution. OpenFinance aggregates fine grained financial data from sources across the globe which enables clients to increase the "reach and depth" of the services that they provide to their customers. They currently provide this service to a number of institutions in North America, Switzerland and the UK. Clients include major custodians, private banks/wealth managers as well as leading firms within the Institutional Market.Read More

What are OpenFinance social media links?
OpenFinance Linkedin page OpenFinance Twitter page OpenFinance Facebook page
Is OpenFinance a public company?
OpenFinance is private company therefore does not currently have an official ticker symbol
See more information about OpenFinance

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