Total Funding
84
36
Total FundingSeed raised
Growth Score
-5 pts
Heat Score
-11 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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We offer front-office solutions for financial advisory and portfolio management.
- Bimal Melwani: Head of Sales, Product & Marketing
- Juanjo Peña Almeida: Head of Business Management
About the Company
Openfinance, a subsidiary of Grupo Inversis, provides front-office solutions for financial advisory and portfolio management. It offers a suite of products that can be fully integrated with third-party software, while providing financial institutions with solutions for their strategic needs. The company also allows wealth management firms to
increase their client service capabilities, reduce costs, and generate additional revenue through its solutions. Founded in 2001, Openfinance serves private and personal banking clients, asset management and insurance companies, financial advisors and IFAs, and financial websites.
