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Founded Year

2010

Stage

Series D | Alive

Total Raised

$91.63M

Last Raised

$35M | 4 mos ago

About OpenFin

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.

Headquarters Location

80 Broad 35th Floor

New York, New York, 10004,

United States

844-915-0290

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OpenFin's Products & Differentiators

    OpenFin OS

    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.

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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.

F

Fintech 250

748 items

250 of the most promising private companies applying a mix of software and technology to transform the financial services industry.

C

Capital Markets Tech

1,069 items

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.

F

Fintech

8,086 items

Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.

OpenFin Patents

OpenFin has filed 6 patents.

The 3 most popular patent topics include:

  • Diagrams
  • Network protocols
  • Parallel computing
patents chart

Application Date

Grant Date

Title

Related Topics

Status

4/11/2016

5/2/2017

Rich Internet application frameworks, JavaScript libraries, Ajax (programming), Web frameworks, Java platform

Grant

Application Date

4/11/2016

Grant Date

5/2/2017

Title

Related Topics

Rich Internet application frameworks, JavaScript libraries, Ajax (programming), Web frameworks, Java platform

Status

Grant

Latest OpenFin News

Halcyon & OpenFin: Empowering Wealth Advisors with Data-Led Insights and Streamlined Workflows

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.

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CB Insights puts confidence and clarity into your most strategic decisions.
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Trusted by the world's smartest companies to:
  • Predict emerging trends
  • See competitors' playbooks
  • Stalk the smart money
  • Identify tomorrow's challengers
  • Spot growing industries
  • Kill analyst data work
Let's see how we can help you!
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Compare OpenFin to Competitors

Leveris Logo
Leveris

Leveris has developed an end-to-end platform to allow financial institutions and fintech startups such as digital-only banks or challenger banks to run their services.

S
Synapse

Synapse develops a platform helping banks and developers work together. The technology involves developer-facing application programming interfaces (APIs) that allow companies to connect with banks to offer services, and also bank-facing APIs that allow banks to automate and extend back-end operations. It was formerly known as Synapse Payments. It was founded in 2014 and is based in San Francisco, California.

Meniga Logo
Meniga

Meniga builds white-label personal finance management (PFM) and online banking solutions for retail banks. Meniga's digital banking platform helps banks use personal finance data to enrich their online and mobile customer experiences. Meniga has expanded its product offering to include data-driven card-linked offers, personalization, and other user-centric services designed to make online and mobile banking more engaging and useful. Banks can also use Meniga's technology to quickly introduce new services into their digital offerings.

TrueLayer Logo
TrueLayer

TrueLayer offers an open banking payments network. It helps startups and banks to drive products in financial services and supports account verification, know-your-customer (KYC) processes, and transactional data for account aggregation, credit scoring, and risk assessment. It was founded in 2016 and is based in London, United Kingdom.

Fabrick Logo
Fabrick

Fabrick is a open finance platform. The company offers payment solutions that enable and foster a fruitful exchange between players that discover, collaborate, and create solutions for end customers. Fabrick was founded in 2018 and is based in Biella, Italy.

Cross River Logo
Cross River

Cross River operates as a financial services organization. It focuses on regulatory compliance and consumer protection to offer secure, application programming interface (API)-based banking platforms and products encompassing lending, and more. It was founded in 2008 and is based in Teaneck, New Jersey.

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