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OpenBB

Fintech · Franconia Township, United States · Founded 2021

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

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.

Keywords: investment research, open source, financial data, data platform, equities, options, crypto, forex, macro economy, fixed income

Company overview

OpenBB company information

The essential company record, classifications and operating signals in one place.

Status
Operational
Founded
2021
Headquarters
Franconia Township, United States
Employees
14
Open positions
None listed
Dealroom signal
67.8
client focusb2cclient focusb2bbusiness modelSaaSsub industryWealth ManagementindustryFintech

Valuation & funding

OpenBB funding history

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
SEEDEquity / 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
Showing 2 recorded eventsUnlock the complete deal history →

Financials

Revenue and workforce over time

Available revenue and workforce history. Fields without reported data are omitted.

YearRevenueGrowthEmployees
2026 $2.9M 0% 14
2025 $2.9M 0% 15
2024 $2.9M 0% 22
2023 $2.9M +16% 26
2022 $2.5M 28
Company filings, research estimates and Dealroom dataOpen the full financial model →

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 visits46 observations · Oct 2022–Jul 2026
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Comparisons

OpenBB compared with similar companies

Dealroom’s weighted taxonomy model identifies the closest operating peers. Company identity and context stay open; selected comparison metrics preview what is available in the platform.

Showing 8 of the closest matchesCompare every metric →

Talent graph

OpenBB's talent

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Team profiled 7 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 2 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Investors

6 investors on OpenBB's cap table

Sourced from Dealroom's funding and investor records. Investor profile links are shown where available.

Seed 5 investors entered at this stage
Other known 1 additional known investor
Joseph Jacks

Global footprint

Where OpenBB has talent and traffic

Workforce by country
4 countries with
team presence
🇺🇸 United States46.7%
🇵🇹 Portugal26.7%
🇳🇬 Nigeria13.3%
🇲🇪 Montenegro6.7%
4 countries shown

In the news

Latest news about OpenBB

Recent press, funding announcements, and product moves mentioning OpenBB — open to read from the original sources.

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Market sentiment

What the market is saying about OpenBB

An AI-synthesized read of the highest-engagement posts about OpenBB on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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