OpenExchange
OpenExchange provides professionally managed video conferencing, livestreaming, and virtual event solutions for financial services. The Boston-based firm serves all Top 10 global investment banks and 3,000+ corporate clients across 24 time zones with subscription and professional services.
- Company typePrivate
- Founded2009
- HeadquartersLincoln, United States
- Headcount1,001–5,000
- GTM typeB2B
- OfferingSoftware
What OpenExchange does
OpenExchange is a Boston-based provider of professionally managed video meeting, conference, and streaming solutions focused on financial services and investor communications. Founded in 2009, the company serves enterprise clients including all Top 10 global investment banks, institutional banks, investment managers, public companies, and corporate enterprises. The platform combines real-time videoconferencing, livestreaming, and searchable on-demand video archives to support investor relations events, earnings calls, investor days, capital markets meetings, corporate town halls, and product launches. OpenExchange manages more than 2,325 virtual conferences and 540,000 virtual meetings annually, with delivery operations spanning 24 time zones supported by 1,000+ global video specialists.
The company's proprietary OpenExchange Platform is offered as a hosted SaaS solution, supplemented by a modular services architecture: OE Studio for professional video production, OE MEET for virtual meeting facilitation, OE Stream for self-service events, and OE Passport for the earnings experience. OpenExchange APIs and tools enable integration with third-party platforms, with a Customer-Licensed Platform delivery model that allows services to run through customer-owned Zoom licenses while keeping content within the customer's Zoom environment. The 2019 acquisition of KnowledgeVision added on-demand video and interactive content capabilities, and the 2021 acquisition of Nucleus195 extended the platform into a marketplace for independent investment research, expanding the content ecosystem.
OpenExchange operates a hybrid revenue model combining recurring subscription services with annual auto-renewal terms, one-time professional services, and managed event services priced via Order Forms and Statements of Work. Pricing is quote-based and not publicly disclosed, with annual price increases permitted up to once per year with 90 days' notice. The go-to-market motion is enterprise field sales targeting financial institutions and large corporations, complemented by a self-service channel through OE Stream for mid-market clients. Strategic partnerships with Zoom (preferred professional services partner), LSEG, and NYSE act as significant channel multipliers and referral sources, while the Global Exchange Partnership Program and a broad ecosystem of technology and IR services partners extend distribution without proportional sales-cost increases.
OpenExchange firmographics
Firmographics- Name
- OpenExchange
- Legal name
- OpenExchange, Inc.
- Website
- https://openexc.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 1,001–5,000 employees
- Short description
- OpenExchange provides professionally managed video conferencing, livestreaming, and virtual event solutions for financial services. The Boston-based firm serves all Top 10 global investment banks and 3,000+ corporate clients across 24 time zones with subscription and professional services.
- Ownership category
- akta.pro rank
OpenExchange industry classification
Industry- Product category
- Virtual Event and Investor Communications Software
- NAICS
- Software Publishers (5132)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Video Conferencing & Webinars (BPAMAMAB)
- akta.pro secondary industry
- Creator Tools & Production (Overlays, Alerts, Encoding, Editing, Audio) (MPAFAEAC)
Keywords
Where OpenExchange is headquartered
LocationHeadquarters
- HQ city
- Lincoln
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
OpenExchange business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Subscription Services: Recurring subscription-based services including access to the OpenExchange Platform, subscription to Event Management Services, with automatic renewal for twelve-month periods unless terminated with 60 days notice
- One-Time Services (Professional Services): Professional services provided on a one-time basis for single or multiple events, not on a subscription basis. Includes configuration, implementation, branding, and training services.
- Event Management Services: Services for customer events including virtual or on-site services and equipment rental, provided as Subscription Services or One-Time Services as specified in Order Forms and Statements of Work
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise subscription pricing |
| One time/ perpetual license | Pay-as-you-go | One-time professional services |
Go-to-market motion2 records
Distribution channels5 records
Marketing channels8 records
OpenExchange product offering
Product offeringCore offering
OpenExchange provides a proprietary video conferencing and livestreaming platform combined with professionally managed services for virtual, hybrid, and in-person events targeted at financial services firms and corporations. The platform features real-time videoconferencing, livestreaming, and searchable on-demand video archives, delivered alongside a global team of 1,000+ video specialists that produce earnings calls, investor days, corporate access conferences, capital markets meetings, town halls, and product launches for enterprise clients.
Product overview
OpenExchange offers a modular platform-plus-services architecture centered on its proprietary OpenExchange Platform for professionally managed virtual meetings and events. The core platform provides SaaS-based video conferencing with livestreaming and on-demand video archives. Solution verticals include Investor Relations, Corporate Engagement, Institutional Banks, and Investment Managers, each targeting specific enterprise segments. Self-service capability is available through OE Stream. Professional services are delivered via OE Studio and OE MEET modules, with specialized Zoom Events Services through a partnership. The 2021 acquisition of Nucleus195 expanded the portfolio into investment research content marketplace. The platform integrates with third-party video conferencing platforms (such as Zoom) and supports API-based connections with third-party platforms.
Differentiator
Problem solved
Functional benefit
Brands
- OE Stream: A self-service virtual event solution offered by OpenExchange.
- OE Studio
- OE MEET
- OE Passport
- OETV
- Zoom Events Services
Products and services
- OpenExchange Platform Proprietary video conferencing platform offered as a hosted SaaS solution for managing and delivering virtual, hybrid, and in-person events with real-time videoconferencing, livestreaming, and searchable on-demand video archives. Built for financial services enterprises and large corporations.
- OE Stream Self-service virtual event and meeting platform that allows clients to independently manage and run their own events and meetings through the OpenExchange Platform without requiring fully managed services.
- OE Studio Professional studio offering that provides high-quality video production and content creation services to support virtual events and broadcasts for enterprise clients.
- OE MEET Virtual meeting facilitation service that delivers managed video communications for corporate events, enabling seamless execution of enterprise virtual meetings.
- Zoom Events Services Professional services partnership through which OpenExchange provides Zoom Events clients with managed event support as Zoom's preferred professional services partner, leveraging experience delivering over 500,000 meetings and events on Zoom's technology.
- Investor Relations Solutions Tailored offering for investor relations (IR) professionals that supports earnings communications and investor day events, enabling IR teams to deliver high-quality investor storytelling.
- Corporate Engagement Solution vertical unifying global corporate teams through transformative meetings and events, including R&D Days, KOL Events, Town Halls, Sales Kickoffs, and Product Launches.
- Institutional Banks Solutions Solution vertical that manages and delivers video and audio streams for global banks, including Corporate Access Conferences and Events, Research Analyst Marketing, and Capital Markets Meetings.
- Investment Managers Solutions Solution vertical that powers virtual meetings for asset managers and fund managers, enabling expanded investor audience reach and engagement.
- Nucleus195 Marketplace for independent investment research acquired by OpenExchange in 2021, providing a platform for research content enhanced with OpenExchange's video technology and expanded global reach.
Quantifiable outcome
- IR Teams Save 30% on IR Events
- +2 more outcomes
Companies that use OpenExchange
Customer profileNamed customers3 records
Segments5 records
Ideal customer profiles4 records
OpenExchange technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Feature4 records
OpenExchange partnerships and signals
Strategic signalPartnerships
Eleven partnerships are on record, tiered core and supporting.
- ZoomcoreZoom has chosen OpenExchange as its preferred professional services partner for the transition of their Events Services team. OpenExchange has delivered over 500,000 meetings and events using Zoom's technology, serving demanding corporate clients. This expanded collaboration positions OpenExchange as the go-to partner for Zoom Events clients seeking professional services support.
- LSEG (London Stock Exchange Group)coreLSEG is a key technology and financial services partner of OpenExchange. The partnership is part of the Global Exchange Partnership Program, collaborating to deliver tailored event experiences for issuers around earnings calls, investor days, and capital markets days.
- NYSEcoreNYSE is a partner in the Global Exchange Partnership Program with OpenExchange, working together to deliver high-touch, tailored event experiences for issuers and enhance communication around earnings calls and investor events.
- ComputersharesupportingComputershare is listed as a service and technology partner, providing complementary financial services technology to OpenExchange's virtual event ecosystem.
- SPGMIsupportingSPGMI (Smart Professionals Group Market Intelligence) is a technology partner in OpenExchange's ecosystem.
- BrodridgesupportingBrodridge is listed as a service and technology partner in OpenExchange's partner network.
- WeConvenesupportingWeConvene is a strategic communications partner collaborating with OpenExchange to deliver engaging hybrid and virtual meetings for their clients.
- Asbury Investor RelationssupportingAsbury Investor Relations is an industry partnership providing investor relations consulting services in conjunction with OpenExchange's event capabilities.
- ConvenesupportingConvene is a partner in OpenExchange's industry partnerships, providing venue and event services.
- Share ConferencessupportingShare Conferences is an industry partnership focused on delivering effective hybrid and virtual meetings for their clients using OpenExchange services.
- MessagebanksupportingMessagebank is a technology partner providing messaging and communications integration with OpenExchange's virtual event platform.
Scale indicators10 records
Recent moves6 records
Expansion highlights7 records
OpenExchange competitors and assessment
Company assessmentDirect peers
- Q4 Inc. Q4 is a leading investor relations and capital markets communications platform offering earnings call webcasting, investor relations websites, and analytics. Direct competitor to OpenExchange's IR-focused earnings and investor day offerings for public companies and investment banks.
- Notified: Notified (formerly part of Intrado/GlobeNewswire) provides IR and corporate communications software including earnings webcasting, investor relations websites, and event management. Closely competes with OpenExchange across financial-services video communications and IR workflows.
- ON24: ON24 is a virtual events and webinar platform with deep penetration in financial services, B2B enterprises, and capital markets. Comparable self-service and managed event capabilities for earnings, investor days, and analyst marketing use cases.
- Intrado (formerly West UC): Intrado provides enterprise collaboration, conferencing, and event services including operator-assisted audio/webcasting. Competitor in the managed event services and audio production layer for IR and capital markets events.
- Investis Digital: Investis Digital builds IR websites, corporate communications, and digital experiences for public companies across global markets. Adjacent competitor in the broader IR digital communications stack where OpenExchange sells video and event services.
Broad incumbents
- Zoom Communications: Zoom is both a partner (preferred professional services) and broad incumbent in the underlying video conferencing stack. Competes with the OE Platform at the technology layer and increasingly bundles event services that OpenExchange historically managed on top of Zoom.
- Microsoft Teams: Microsoft Teams competes at the underlying video conferencing and town hall layer for corporate engagement use cases. Its enterprise penetration and bundled Microsoft 365 offering pose a long-term competitive threat to OpenExchange's Corporate Engagement vertical.
- Cisco Webex: Cisco Webex offers enterprise video conferencing, webinars, and event production with strong financial-services adoption. Competes with OpenExchange Platform across both investment bank and corporate enterprise customers.
Emerging players
- Vidyard: Vidyard provides video hosting, asynchronous video messaging, and on-demand video for sales and corporate communications. Partial overlap with OpenExchange's on-demand video archive and video content syndication capabilities, particularly for IR and investor day use cases.
- 24/7 Software (Pretzel Labs): 24/7 Software provides virtual event and webinar platforms with managed services for enterprise clients including financial services. Comparable self-service plus full-service event delivery model targeting a similar customer profile to OpenExchange.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
OpenExchange social profiles
Digital presenceOpenExchange financial estimates
Financial estimateRevenue estimate
Valuation estimate
OpenExchange leadership team
Management profileNumber of profiles
Profiles17 records
OpenExchange funding detail
Funding detailFunding overview
Funding rounds8 records
Investors6 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
OpenExchange M&A and investment
M&A and investmentM&A2 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about OpenExchange
What does OpenExchange do?
OpenExchange provides a proprietary video conferencing and livestreaming platform combined with professionally managed services for virtual, hybrid, and in-person events targeted at financial services firms and corporations. The platform features real-time videoconferencing, livestreaming, and searchable on-demand video archives, delivered alongside a global team of 1,000+ video specialists that produce earnings calls, investor days, corporate access conferences, capital markets meetings, town halls, and product launches for enterprise clients.
Is OpenExchange a public or private company?
OpenExchange is a private company. It is classified as venture growth investor backed and is currently operating.
When was OpenExchange founded?
OpenExchange was founded in 2009. It employs 1,001 to 5,000 people.
Where is OpenExchange based?
OpenExchange is headquartered in Lincoln, United States, in the North America region.
How does OpenExchange make money?
Three revenue lines are on record. Subscription Services are the primary driver. The others are one-Time Services (Professional Services) and event Management Services.
Who are OpenExchange's main competitors?
Direct peers on record are Q4 Inc., Notified, ON24, Intrado (formerly West UC) and Investis Digital. Broad incumbents are Zoom Communications, Microsoft Teams and Cisco Webex. Emerging players are Vidyard and 24/7 Software (Pretzel Labs).
Does OpenExchange have an API?
Yes. OpenExchange APIs and Tools enable: Create/edit events and meetings; collect post-event interaction reports; request and customize event websites; embed video and related content within your own platform; request post-meeting artifacts such as video files and transcripts. API benefits include: automate processes such as meeting creation, continue using existing organizational tools, improve compliance, reduce manual error, and seamlessly include event data into existing reporting systems. Includes Knovio embed code. The OpenExchange Platform may support connections with Third-Party Platforms through use of the OpenExchange APIs and Tools.
What industry is OpenExchange in?
OpenExchange's product category is Virtual Event and Investor Communications Software. Its primary akta.pro industry code is BPAMAMAB, Video Conferencing & Webinars, with a secondary code of MPAFAEAC, Creator Tools & Production (Overlays, Alerts, Encoding, Editing, Audio). Its NAICS code is 5132 and its SIC code is 7372.