Insights

Regulatory Ready Openfinance specializes in implementing wealth management solutions that integrate with back-office systems and comply with MiFID II, signaling readiness to engage banks, asset managers, and EAFIs seeking compliant, scalable platforms.

Mid Market Focus With a team size of 51-200 and revenue in the 1–10M range, Openfinance targets mid-sized financial institutions that require robust back-office integration and dynamic portfolio management capabilities.

Tech Stack Leverage Utilizes cloud and web technologies including AWS, WordPress, and data presentation tools, suggesting opportunities to upsell cloud hosting, security hardening, and front-end/UX enhancements for client portals.

Growth Enablement Dynamic growth and efficiency emphasis in client portfolios indicates potential for expanding capabilities in automated advisory workflows, reporting, and performance analytics tailored to regulatory reporting needs.

Strategic Partnerships Active positioning to serve banks, fund managers, brokers, and EAFIs presents cross-sell opportunities to monitoring, compliance, and integration services across similar financial service clients.

Similar companies to Openfinance - Digital Wealth Management

Openfinance - Digital Wealth Management Tech Stack

Openfinance - Digital Wealth Management uses 8 technology products and services including LinkedIn Ads, Amazon Web Services, WordPress, and more. Explore Openfinance - Digital Wealth Management's tech stack below.

Openfinance - Digital Wealth Management's Email Address Formats

Openfinance - Digital Wealth Management uses at least 2 email formats:
Openfinance - Digital Wealth Management Email FormatsExamplePercentage
FLast@openfinance.esJDoe@openfinance.es
89%
First@openfinance.esJohn@openfinance.es
11%

Frequently Asked Questions

What is Openfinance - Digital Wealth Management's phone number?

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You can contact Openfinance - Digital Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Openfinance - Digital Wealth Management's official website and social media links?

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Openfinance - Digital Wealth Management's official website is openfinance.es and has social profiles on LinkedIn and Crunchbase.

How much revenue does Openfinance - Digital Wealth Management generate?

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As of August 2026, Openfinance - Digital Wealth Management's annual revenue is estimated to be $1M - $10M.

What is Openfinance - Digital Wealth Management's SIC code and NAICS code?

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Openfinance - Digital Wealth Management's SIC code is 7372 - Prepackaged Software and NAICS code is 52 - Finance and Insurance.

How many employees does Openfinance - Digital Wealth Management have currently?

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As of August 2026, Openfinance - Digital Wealth Management has approximately 147 employees across 2 continents, including Europe and North America. Key team members include Head Of Business Management: J. P., Head Of Sales And Product: B. M. and Head Of It: J. M. Explore Openfinance - Digital Wealth Management's employee directory with LeadIQ.

What industry does Openfinance - Digital Wealth Management belong to?

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Openfinance - Digital Wealth Management operates in the Financial Services industry.

What technology does Openfinance - Digital Wealth Management use?

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Openfinance - Digital Wealth Management's tech stack includes LinkedIn Ads, Amazon Web Services, WordPress, Amazon Simple Email Service, Microsoft 365, DataTables, Video.js and Slider Revolution.

What is Openfinance - Digital Wealth Management's email format?

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Openfinance - Digital Wealth Management's email format typically follows the pattern of FLast@openfinance.es. Find more Openfinance - Digital Wealth Management email formats with LeadIQ.

How much funding has Openfinance - Digital Wealth Management raised to date?

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As of August 2026, Openfinance - Digital Wealth Management has raised $605K in funding. The last funding round occurred on Apr 21, 2006 for $605K.

When was Openfinance - Digital Wealth Management founded?

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Openfinance - Digital Wealth Management was founded in 2002.
Openfinance - Digital Wealth Management logo

Openfinance - Digital Wealth Management

Financial ServicesValencian Community, Spain51-200 Employees

Openfinance is a financial services company based in Valencia, Spain, with between 51 and 200 employees. It specializes in wealth management and delivers solutions that integrate with clients' back-office systems to meet the needs of banks, asset managers, securities firms, and EAFIs. The company operates in dynamic environments that emphasize growth, efficiency, and effective portfolio management, and provides tools to support financial advisory while aligning with the MiFID II regulatory framework. Its website is https://openfinance.es. Reported annual revenue falls in the range of $1 million to $10 million.

Section iconCompany Overview

Phone number
SIC Code
7372 - Prepackaged Software
NAICS Code
52 - Finance and Insurance
Founded
2002
Employees
51-200

Section iconFunding & Financials

  • $605K

    Openfinance - Digital Wealth Management has raised a total of $605K of funding over 1 rounds. Their latest funding round was raised on Apr 21, 2006 in the amount of $605K as a Seed.

  • $1M - $10M

    Openfinance - Digital Wealth Management's revenue is estimated to be in the range of $1M - $10M

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