OpenBB
OpenBB builds open-source and commercial financial research software for investment management firms, combining a standardized data ingestion platform (ODP) with a Workspace product that composes dashboards, partner apps, and AI-driven workflows for analysts at asset managers such as Causeway, Angeles, and VanEck.
- Company typePrivate
- Founded2021
- HeadquartersAlexandria, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What OpenBB does
OpenBB is an open-source financial technology company that builds research and analytics software for the investment management industry. The company operates two main product surfaces: the open-source Open Data Platform (ODP), which standardizes ingestion of fragmented public and private market datasets, and OpenBB Workspace, the commercial product that lets analysts compose dashboards, applications, and AI-driven workflows on top of those datasets. Workspace exposes integrations with more than 100 data sources (Snowflake, Polygon, Intrinio, FRED, Benzinga, OpenAI, Azure, etc.), supports SQL/Python code generation, and publishes a third-party App Marketplace (Koinju, AlphaCreek, VecViz, and others) with an App Builder SDK for partners. A Community Edition is offered free; commercial monetization spans a Pro Edition sold under one-time multi-year enterprise licenses, a Snowflake Native App distributed via the Snowflake Marketplace on a subscription basis, and a JumpStart Package with training workshops as professional services. The Workspace MCP (2026-05) extends the platform into governed agentic workflows consumable by Claude Code and Codex, and Open Portfolio (2025-10) addresses ongoing holdings monitoring in addition to ad-hoc research.
OpenBB serves investment management firms — publicly named customers include Causeway Capital Management, Angeles Investments, and VanEck — and adjacent data/AI vendors who publish apps on its marketplace. The company is a Delaware-incorporated C-corp named OpenBB Inc., founded 2021, headquartered in Alexandria, VA (with a New York presence in its privacy policy), with 11–50 employees. Strategic partners include Snowflake (technology and distribution) and the Founders Arena accelerator (Spring 2026 cohort). The company is SOC2 Type II certified, operates a community of 15,000+ Discord members, and has raised $8.5M to date from OSS Capital L.P. (2022 seed); no subsequent priced financing has been disclosed.
OpenBB firmographics
Firmographics- Name
- OpenBB
- Legal name
- OpenBB Inc.
- Website
- https://openbb.co
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- OpenBB builds open-source and commercial financial research software for investment management firms, combining a standardized data ingestion platform (ODP) with a Workspace product that composes dashboards, partner apps, and AI-driven workflows for analysts at asset managers such as Causeway, Angeles, and VanEck.
- Ownership category
- akta.pro rank
OpenBB industry classification
Industry- Product category
- Investment Research & Financial Analytics Software
- NAICS
- Software Publishers (513210), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182), Custom Computer Programming Services (541511)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Open Banking, Account Aggregation & Payment Initiation APIs (BPAMAFAJ)
- akta.pro secondary industries
- Smart Contract Frameworks & SDKs (developer kits, templates, standards) (FSAPABAB), Developer APIs & Node Access (RPC providers, node infrastructure APIs) (FSAPABAC)
Keywords
Where OpenBB is headquartered
LocationHeadquarters
- HQ city
- Alexandria
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
OpenBB business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations
Revenue model
- Community Edition (Free): Free tier for individuals hosted by OpenBB. Provides core workspace features with limited OpenBB Copilot (20 queries/day). Revenue comes from conversion to paid tiers and ecosystem growth.
- Pro Edition: One-time license for teams with private cloud, VPC, or on-premises deployment. Includes SSO, MFA, RBAC, fair use of OpenBB Copilot, Excel add-in, dashboard sharing, and 8 hours/day support. Enterprise deployment with compliance controls.
- Snowflake Native App: Workspace edition for firms on Snowflake. Priced as firm-level or seat-based license with same features as Pro Edition. Revenue aligned with Snowflake commitment.
- JumpStart Package: 3-day kickstart service for bringing financial applications to life. Training workshops available for teams building and scaling with OpenBB.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free tier for individuals to explore the Workspace |
| Subscription | Multi-year contract | Enterprise deployment with team capabilities and compliance controls |
| Subscription | Annual | Workspace running natively on Snowflake for data consolidation |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels8 records
OpenBB product offering
Product offeringCore offering
OpenBB sells OpenBB Workspace, a financial analytics platform where investment teams build and run interactive dashboards, integrate data from any vendor, database, or internal model, and deploy AI agents (via OpenBB Copilot and Workspace MCP) inside a governed environment. The product is offered in three deployment editions: a free Community cloud edition, a Pro Edition for teams (private cloud, VPC, or on-premises with SSO/MFA/RBAC), and a Snowflake Native App edition. The open-source Open Data Platform (ODP) is the underlying toolset for building standardized financial data integrations, and the OpenBB App Marketplace distributes third-party data apps inside Workspace.
Product overview
OpenBB offers a platform-plus-editions architecture centered on OpenBB Workspace, a commercial financial analytics platform. The product comes in three deployment editions: Cloud-hosted Community/Pro, Snowflake Native App (for firms on Snowflake), and on-premises/VPC Enterprise. Supporting the commercial product is the Open Data Platform (ODP), an open-source toolset for building standardized data integrations. OpenBB Workspace includes AI capabilities through OpenBB Copilot and Workspace MCP for autonomous agents. An App Marketplace provides vetted financial data apps from partners like Koinju, BlueGamma, and VecViz. Implementation services include JumpStart packages and training workshops. The products work together as an end-to-end solution: ODP enables data connectivity, Workspace provides the analytics interface with AI, and the Marketplace extends functionality through third-party financial apps.
Differentiator
Problem solved
Functional benefit
Brands
- OpenBB Workspace: Enterprise financial workspace for investment teams to bring data, workflows, and AI together.
- Snowflake Native App
- Open Data Platform (ODP)
- OpenBB Copilot
Products and services
- OpenBB Workspace Financial workspace where investment teams build and distribute interactive dashboards, integrate data from any vendor or internal source, and run AI agents under a single governed environment. Targets investment management firms, hedge funds, and asset managers, with deployment in cloud, private cloud, VPC, on-premises, or Snowflake Native App editions.
- Snowflake Native App OpenBB Workspace deployed natively inside a customer's Snowflake account. Provides zero data movement, computation via Snowpark, AI powered by Snowflake Cortex, and inherits Snowflake's RBAC and security controls. Sold as firm-level or seat-based license, primarily to investment firms already running on Snowflake.
- Open Data Platform (ODP) Open-source toolset for engineers to build standardized financial data integrations that analysts consume through multiple interfaces (AI Copilots, research dashboards, Excel, etc.). Available as a Python package, CLI, and Desktop application, and serves as the data backbone for OpenBB Workspace.
- OpenBB App Marketplace Curated marketplace where vetted third-party data providers list financial apps (crypto data, sentiment, Japanese equities, interest rates, CFTC, EIA energy data, portfolio analytics, etc.) that users can discover, trial, and connect inside OpenBB Workspace without custom integrations.
- JumpStart Package 3-day kickstart program providing guided implementation support to help investment firms bring financial applications to life on OpenBB Workspace. Sold as a paid professional service add-on.
- Training Workshops 2-day training workshop that trains investment teams to build and scale on OpenBB Workspace. Sold as a paid add-on service.
- Open Portfolio Portfolio management suite within OpenBB Workspace providing tools for imputing positions, analyzing holdings, and performance attribution. Built for asset managers and investment firms that need custom, transparent attribution logic rather than vendor black-box reporting.
Quantifiable outcome
- Analysts can build interactive dashboards without Python or engineering support
- +2 more outcomes
Companies that use OpenBB
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles4 records
OpenBB technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration21 records
AI capability10 records
Feature6 records
OpenBB partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core and minor.
- Founders ArenacoreOpenBB was selected as one of six startups in the Founders Arena 2026 accelerator cohort for WealthTech innovation. The accelerator, based in Arlington, Texas, has supported 30 startups over three years and achieved four successful exits. Partnership connects OpenBB to regional innovation ecosystems and statewide networks.
- First Rate, Inc.coreFirst Rate, Inc. co-sponsors the Founders Arena accelerator program and hosts the program at its campus in North Arlington. Collaboration supports wealth management technology innovation and startup development.
- SEIminorSEI is a collaborator in the Founders Arena accelerator program supporting WealthTech startups including OpenBB.
- City of ArlingtonminorCity of Arlington partners with Founders Arena through the Arlington Economic Development Corporation to support innovation and startup growth in the region.
- Arlington Economic Development CorporationminorArlington EDC collaborates with Founders Arena to foster economic development through support for technology startups including OpenBB.
- Texas Venture AlliancecorePartnership with Texas Venture Alliance for the Texas Innovation Operating System, a statewide innovation framework. Connects regional ecosystems including the Founders Arena into a statewide network culminating at the 5th Annual Texas Venture Fest in September 2026.
- SnowflakecoreSnowflake is both a distribution channel (Marketplace listing) and technology partner. OpenBB Workspace runs natively on Snowflake infrastructure with AI powered by Snowflake Cortex. Integration provides zero data movement, inherited RBAC, and compliance controls. OpenBB is available as one-click installation from Snowflake Marketplace.
Scale indicators5 records
Recent moves6 records
Expansion highlights6 records
OpenBB competitors and assessment
Company assessmentDirect peers
- AlphaSense: AI-powered market intelligence and research platform for enterprises. Directly comparable to OpenBB in serving investment management workflows with AI search and synthesis, though AlphaSense emphasizes external document search vs OpenBB's data integration and dashboarding.
- TradingView: Web-based charting and financial analytics platform with a large retail and prosumer community. Overlaps with OpenBB's research/analysis use cases and is recognized alongside OpenBB as a top AI financial research platform in comparative coverage.
- Koyfin: Financial analytics platform for investment professionals offering dashboards, data visualization, and research workflows. Directly comparable to OpenBB Workspace in serving analysts who want self-serve data integration without enterprise terminals.
Broad incumbents
- Bloomberg Terminal: Dominant incumbent in institutional financial data, analytics, and research workflows. Competes with OpenBB for the same buy-side analyst use cases but bundles proprietary news, data, and chat - a much broader and deeper offering with massive switching costs.
- FactSet: Major financial data and analytics platform serving investment managers with portfolio analytics, market data, and research. Competes head-on with OpenBB Workspace on portfolio analytics workflows; broader and more entrenched but less AI-native.
- Streamlit (Snowflake): Open-source Python framework for building data apps, now part of Snowflake. OpenBB explicitly publishes comparison pages vs Streamlit for analyst-facing dashboards; both target financial data apps, but OpenBB offers finance-specific widgets and AI governance.
- Tableau: Enterprise BI and data visualization platform (Salesforce-owned). OpenBB explicitly compares itself against Tableau for analyst dashboards; comparable in visualization but OpenBB targets finance-specific workflows and AI copilots.
- Palantir Foundry: Enterprise data integration and analytics platform widely used in financial services for governed data workflows. Overlaps with OpenBB on enterprise data integration, dashboarding, and entitlements, though much broader in scope and price point.
Emerging players
- Reflexivity: AI-driven research platform for institutional investors. Overlaps with OpenBB's positioning at the intersection of finance and AI agent workflows; smaller and earlier stage but pursues similar buy-side AI research use cases.
- FinChat: AI-powered investment research assistant for equities analysis. Comparable to OpenBB Copilot as an AI-driven financial research interface; more focused on single-stock/equity use cases vs OpenBB's broader workspace approach.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
OpenBB social profiles
Digital presenceOpenBB compliance and trust
Trust signalCompliance1 record
OpenBB financial estimates
Financial estimateRevenue estimate
Valuation estimate
OpenBB leadership team
Management profileNumber of profiles
Profiles2 records
OpenBB funding detail
Funding detailFunding overview
Funding rounds2 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
OpenBB M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about OpenBB
What does OpenBB do?
OpenBB sells OpenBB Workspace, a financial analytics platform where investment teams build and run interactive dashboards, integrate data from any vendor, database, or internal model, and deploy AI agents (via OpenBB Copilot and Workspace MCP) inside a governed environment. The product is offered in three deployment editions: a free Community cloud edition, a Pro Edition for teams (private cloud, VPC, or on-premises with SSO/MFA/RBAC), and a Snowflake Native App edition. The open-source Open Data Platform (ODP) is the underlying toolset for building standardized financial data integrations, and the OpenBB App Marketplace distributes third-party data apps inside Workspace.
Is OpenBB a public or private company?
OpenBB is a private company. It is classified as venture growth investor backed and is currently operating.
When was OpenBB founded?
OpenBB was founded in 2021. It employs 11 to 50 people.
Where is OpenBB based?
OpenBB is headquartered in Alexandria, United States, in the North America region.
How does OpenBB make money?
Four revenue lines are on record. Community Edition (Free) is the primary driver. The others are pro Edition, snowflake Native App and jumpStart Package.
Who are OpenBB's main competitors?
Direct peers on record are AlphaSense, TradingView and Koyfin. Broad incumbents are Bloomberg Terminal, FactSet, Streamlit (Snowflake), Tableau and Palantir Foundry. Emerging players are Reflexivity and FinChat.
Does OpenBB have an API?
Yes. The Open Data Platform (ODP) Python package serves as a unified API standardized, consumable, and deployable across multiple interfaces simultaneously - REST API, pure Python, Jupyter Notebook, MCP (Model Context Protocol), Docker, OpenBB Workspace, Excel, etc. - from a single source of truth. OpenBB also provides open-source integration components including Apps, Widgets, and AI agent examples on GitHub. The MCP server for Workspace is open source and available at github.com/OpenBB-finance/workspace-mcp. Developer documentation is at docs.openbb.co.
What industry is OpenBB in?
OpenBB's product category is Investment Research & Financial Analytics Software. Its primary akta.pro industry code is BPAMAFAJ, Open Banking, Account Aggregation & Payment Initiation APIs, with a secondary code of FSAPABAB, Smart Contract Frameworks & SDKs (developer kits, templates, standards). Its NAICS code is 513210 and its SIC code is 7372.