OpenFin provides financial services. It offers a desktop operating layer that enables banks and trading platforms to deploy desktop applications both in-house and to the buy-side and sell-side customers. The company was founded in 2010 and is based in New York, New York.
OpenFin's Products & Differentiators
Building apps on OpenFin couldn’t be easier. Any web app that runs in Google Chrome can run on OpenFin OS unmodified and in a matter of seconds. OpenFin APIs (usually <1% of code) enable windowing, interoperability, and system access.
Research containing OpenFin
Get data-driven expert analysis from the CB Insights Intelligence Unit.
CB Insights Intelligence Analysts have mentioned OpenFin in 1 CB Insights research brief, most recently on Oct 19, 2022.
Expert Collections containing OpenFin
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
OpenFin is included in 3 Expert Collections, including Fintech 250.
250 of the most promising private companies applying a mix of software and technology to transform the financial services industry.
Capital Markets Tech
Companies in this collection provide software and/or services to institutions participating in primary and secondary capital markets: institutional investors, hedge funds, asset managers, investment banks, and companies.
Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.
OpenFin has filed 6 patents.
Latest OpenFin News
Jul 20, 2023
Halcyon , an AI fintech firm renowned for its expertise in sophisticated data integration, has joined the OpenFin ecosystem and unveiled a transformative solution on the OpenFin platform, the operating system for enterprise productivity. Halcyon has initiated a pioneering integration that unifies potent tax preparation insights with a state-of-the-art desktop experience. The advanced symbiosis between the two platforms furnishes wealth advisors with immediate access to data-driven insights, thereby enhancing their understanding of their client’s comprehensive financial status and facilitating the provision of bespoke financial products , tailored to their esteemed customers’ needs. Advisors will now have access to a full picture of their clients’ financial life whether there are assets under management or away, this not only strengthens client-advisor relationships but also creates new, tailored asset gathering opportunities. Enhanced visibility provides advisors with a competitive edge and enables them to deliver unparalleled service to their clients. “Halcyon is playing an instrumental role for clients and wealth advisors alike by steadfastly prioritizing vital data is taken into consideration when making financial decisions,” said, Vicky Sanders , Chief Digital Officer, OpenFin. “The partnership between Halcyon and OpenFin offers best in class technology, advancing customer service while maintaining financial security .” Furthermore, the integration with OpenFin’s desktop notifications ensures that advisors stay on top of their clients’ filings activity in real-time. By combining the strengths of OpenFin’s desktop experience with a seamless Salesforce integration, Halcyon is revolutionizing the way wealth advisors interact with their clients’ data. “Wealth advisors will now have a very powerful tool offering professionally prepared tax returns for a fraction of the price, that tax return contains unique data crucial for proper financial planning” says Kirk Donaldson , Halcyon CEO. “The Halcyon platform was built by former financial advisors and CPAs, partnering with OpenFin has provided us the opportunity to reach the wealth advisory community with a simple and intuitive integration.”
OpenFin Frequently Asked Questions (FAQ)
When was OpenFin founded?
OpenFin was founded in 2010.
Where is OpenFin's headquarters?
OpenFin's headquarters is located at 80 Broad, New York.
What is OpenFin's latest funding round?
OpenFin's latest funding round is Series D.
How much did OpenFin raise?
OpenFin raised a total of $91.63M.
Who are the investors of OpenFin?
Investors of OpenFin include Bain Capital Ventures, Pivot Investment Partners, Nyca Partners, SC Ventures, Wells Fargo Strategic Capital and 18 more.
Who are OpenFin's competitors?
Competitors of OpenFin include Cobase, Connectifi, Cosaic, Railsr, Cross River and 14 more.
What products does OpenFin offer?
OpenFin's products include OpenFin OS and 2 more.
Who are OpenFin's customers?
Customers of OpenFin include Broadridge, Barclays, RBC and IPC.
Compare OpenFin to Competitors
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