COMPANY PROFILE

OpenBB

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An open source company making investment research effective, powerful and accessible to everyone

New York City, United StatesFounded 2021Fintech

Valuation $50–100M Last recorded · 2022

Revenue $1–10M Latest reported FY

Headcount <100 Current team size

Total funding $10–50M Disclosed equity funding

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About OpenBB

OpenBB is a financial technology company founded in 2021 by Didier Rodrigues Lopes and James Maslek. The company develops an open-source investment research platform, positioning itself as an alternative to established and costly financial data terminals.

The idea for OpenBB originated from a university project by Didier Rodrigues Lopes, who, through his experience with financial time series modeling and subsequent investment research, identified a gap in the market for an accessible, high-quality investment research tool. This led to the creation of the OpenBB Terminal.

The OpenBB Terminal is a free and open-source platform that provides users with access to a wide range of financial data. It covers multiple asset classes, including equities, options, cryptocurrencies, foreign exchange, macroeconomic data, and fixed income. The platform is designed to cater to a diverse user base, from individual investors to financial professionals, for tasks such as investment analysis, due diligence, and capital allocation.

In 2021, the company secured $8.5 million in a funding round from four investors, which has supported the continued development and expansion of its platform and services.

MoreLess Source: Dealroom company data

At a glance

Status: Operational
Founded: 2021
Headquarters: New York City, United States
Employees: 14
Open positions: None listed
Dealroom signal: 67.8/100
Industry: Fintech
Sub-industry: Wealth Management
Sector: Fintech
Business model: SaaS
Client focus: b2c, b2b
Links: Website LinkedIn X

Knowledge graph

News, research, reports and resources connected to this company by Dealroom

Funding history

2 recorded events

Company financing events and reported valuations.

Deal type	Date	Amount	Valuation	Investors	Source
SEED✓Equity / VC	Mar 2022	$8.5M	$34M	OSS Capital · Elad Gil · Naval Ravikant · Ram Shriram	↗
SEEDEquity / VC	Aug 2021	$8.8M	$35M	OSS Capital · Gil Capital	—

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Financials

Revenue over time

Revenue, earnings and other financial measures where available. Years marked “E” are estimates.

Year	Revenue	Growth
2026
2025
2024
2023
2022		—

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Growth signals

OpenBB website traffic

Latest recorded traffic for OpenBB is 110K monthly website visits, down 35.3% over the last three months. OpenBB's team declined 6.7% over the past year.

Latest monthly visits110K 3-month web change-35.3% 1-year team growth-6.7%

Monthly website visitsOct 2022–Jul 2026

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