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OpenBB

OpenBB

Private

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

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

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

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

OpenBB Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedMar 29, 2022

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
InvestorRounds
OSS CapitalSeed

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.

OpenBB Filings

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

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Frequently Asked Questions

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

Is OpenBB a public or private company?

OpenBB is a private company.

What is the current stock price of OpenBB?

OpenBB is a private company with no public stock price. No recent secondary market data is available.

How much is OpenBB worth (valuation)?

Valuation information for OpenBB is not publicly available.

Can I buy OpenBB stock?

OpenBB shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was OpenBB's last funding round?

OpenBB's most recent funding round was Seed on March 29, 2022.

Who are the main investors in OpenBB?

Key investors in OpenBB include OSS Capital.

Will OpenBB IPO soon?

No public IPO plans have been announced for OpenBB.

How can I track OpenBB secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor OpenBB's secondary market activity and sign up for updates.

Firmographic Details

Headquarters—
Employee Range11
Year Founded2021
Last FundingMar 29, 2022

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