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OpenExchange

OpenExchange

Private
Boston, MassachusettsEnterprise Softwarehttps://openexc.com

Last Round

Series D

Jun 30, 2021

Total Funding Raised

$44.78M

Momentum

Top 10%

of companies Caplight tracks

Company Overview

OpenExchange is a communication software company that provides professionally managed virtual and hybrid meetings and events for the financial services industry.

Sector

Enterprise Software

Verticals

Event Management, Enterprise Communication, Live Streaming, Financial Data

Business Model

B2B

Customer Profile

Services & Consulting, Subscription SaaS, Freemium

AI Layer

Non-AI

Keywords

managed virtual eventsinvestor relations servicesIPO roadshowsvirtual roadshowearnings callshybrid eventsIR servicescapital markets meetingswebcasting servicesinvestor conferencessecure video streamingevent management servicesvirtual event platformevent production servicesvirtual AGMfinancial communications

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Track how buyer interest and sentiment changes over time.

OpenExchange Comparables

Compare OpenExchange with similar companies based on industry and business-model similarity.

OpenExchange comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Q4 Inc.
80%
Equiniti
76%
Constellation Software Inc.
68%

OpenExchange Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series DJun 30, 2021
Corporate FundingOct 16, 2019
Series CNov 13, 2013
Series BSep 18, 2013
Series ANov 20, 2012
Series A
Jul 24, 2012

Key People

Founding team and executive leadership

Jonathan Rosenzweig

Fractional CFO

Executive Team

Allen Deary

COO

Executive Team

OpenExchange Investors

Notable investors and investment history

OpenExchange investors
InvestorRounds
Barclays PLCSeries A, Series B
Stonebridge VenturesSeries D
Kingfisher Investment AdvisorsSeries D
GrandBanks CapitalSeries A, Series C
Kingfisher CapitalSeries D
CitigroupSeries C

Market signals

Structured signals derived from secondary market and firmographic data.

  • Sep 12, 2026

    Monthly visitors increased 75% MoM.

  • Jan 1, 2026

    Offering managed virtual and hybrid event services for Zoom customers.

OpenExchange Filings

Explore SEC and related filing metadata, where available.

OpenExchange filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

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

Is OpenExchange a public or private company?

OpenExchange is a private company.

What is the current stock price of OpenExchange?

OpenExchange is a private company, so its shares have no public market price. Caplight tracks OpenExchange's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

How much is OpenExchange worth (valuation)?

Valuation information for OpenExchange is not publicly available.

Can I buy OpenExchange stock?

OpenExchange shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.

When was OpenExchange's last funding round?

OpenExchange's most recent funding round was Series D on June 30, 2021.

Who are the main investors in OpenExchange?

Key investors in OpenExchange include Stonebridge Ventures, Kingfisher Investment Advisors, Kingfisher Capital, Citigroup.

Will OpenExchange IPO soon?

No public IPO plans have been announced for OpenExchange.

How can I track OpenExchange secondary market activity?

Caplight tracks bids, offers, and trades in OpenExchange's shares on secondary markets.

Firmographic Details

HeadquartersBoston, Massachusetts
Employee Range294
Year Founded2009
Last FundingJun 30, 2021

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