OpenBB

Private

—FinTechhttps://openbb.co/

Last Round

Seed

Mar 29, 2022

Total Funding Raised

$8.5M

Company Overview

OpenBB is a financial software company that develops an open-source, AI-powered investment research platform for financial analysis.

Sector

FinTech

Verticals

Financial Data, Investment Platforms, Business Intelligence, Data Integration, NLP & Conversational AI

Business Model

B2B

Customer Profile

Subscription SaaS, Freemium, Services & Consulting

AI Layer

Application

Keywords

investment research platformfinancial data platformfinancial analyticsopen source BloombergBloomberg terminal alternativeOpen Data PlatformODPfinancial terminalfinancial data integrationquantitative analysis toolsAI assistantfinance copilotopen coreExcel add-inSnowflake Native Appon-premises deployment

Historical Pricing

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Caplight Momentum Score

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OpenBB Comparables

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OpenBB comparables — related companies by embedding similarity
Company	Similarity	Market Cap
Koyfin	81%
Fiscal.ai	75%
KelAI Tech, Inc.	72%

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OpenBB Funding Rounds

Historical fundraising activity

Data table
Round	Date	Amount Raised	Valuation	Investors	Sources
Seed	Mar 29, 2022

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Key People

Founding team and executive leadership

Didier Rodrigues Lopes

Founder And CEO

Founding Team

Ihsan Erman Saracgil

Chief Product Officer

Executive Team

OpenBB Investors

Notable investors and investment history

OpenBB investors
Investor	Rounds
OSS Capital	Seed

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Market signals

Structured signals derived from secondary market and firmographic data.

May 2, 2025
Monthly visitors grew 51% MoM, reaching 176.8K.
Nov 23, 2024
Monthly visitors grew 198% MoM, reaching 199.6K.

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OpenBB Filings

SEC and related filings with document metadata.

Data table
Typed	Date	Amount Offered	Amount Sold	Filling	Pages	Download
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OpenBB Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about OpenBB's valuation, stock price, and market status.

Firmographic Details

Headquarters—

Employee Range12

Year Founded2021

Last FundingMar 29, 2022

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