Insights

Niche investor platform Openfolio targets individual investors with social benchmarks and portfolio comparison rather than traditional indexes, indicating a sales opportunity to wealth management firms or fintech platforms seeking to partner on social investing tools or data integrations.

Small team, high potential With a lean team of 2-10 employees, Openfolio may need scalable sales partnerships, channel programs, or outsourced business development to drive growth and expand their market reach efficiently.

Monetization via benchmarks The Openfolio Investor Average and Similarity benchmarks represent compelling data products; potential buyers include fintechs and brokerages seeking enhanced analytics, personalized insights, or competitive benchmarking features for clients.

Growing revenue signals Current revenue range ($1M-$10M) and modest funding ($3.9M) imply an opportunity for strategic investors or partners to accelerate product expansion, scale user acquisition, or co-invest in platform enhancements.

Tech stack readiness AdRoll, Mixpanel, AWS, Segment, Zendesk and other tools indicate a modern, sticky platform with analytics and customer engagement capabilities; this supports proposals for API partnerships, data integrations, or white-label solutions for aligned financial services.

Similar companies to Openfolio

Openfolio Tech Stack

Openfolio uses 8 technology products and services including AdRoll, Mixpanel, Amazon Web Services, and more. Explore Openfolio's tech stack below.

Openfolio's Email Address Formats

Openfolio uses at least 1 email format:
Openfolio Email FormatsExamplePercentage
First@openfolio.comJohn@openfolio.com
100%

Frequently Asked Questions

What is Openfolio's phone number?

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You can contact Openfolio'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 Openfolio's official website and social media links?

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Openfolio's official website is openfolio.com and has social profiles on LinkedIn.

How much revenue does Openfolio generate?

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As of July 2026, Openfolio's annual revenue is estimated to be $1M - $10M.

What is Openfolio's NAICS code?

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Openfolio's NAICS code is 54151 - Computer Systems Design and Related Services.

How many employees does Openfolio have currently?

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As of July 2026, Openfolio has approximately 9 employees across 1 continents, including North America. Key team members include Position In Marketing: W. B. Explore Openfolio's employee directory with LeadIQ.

What industry does Openfolio belong to?

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Openfolio operates in the Internet industry.

What technology does Openfolio use?

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Openfolio's tech stack includes AdRoll, Mixpanel, Amazon Web Services, Segment, Zendesk, Google Workspace, New Relic and Facebook.

What is Openfolio's email format?

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Openfolio's email format typically follows the pattern of First@openfolio.com. Find more Openfolio email formats with LeadIQ.

How much funding has Openfolio raised to date?

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As of July 2026, Openfolio has raised $3.9M in funding. The last funding round occurred on Nov 20, 2015.
Openfolio logo

Openfolio

InternetNew York, United States2-10 Employees

Openfolio is a technology platform that reframes how individual investors assess portfolio performance by focusing on comparisons with community-sourced benchmarks. The benchmarks are derived from real portfolios connected to the platform, providing more relevant reference points than traditional market indexes while the social aspect helps reduce the sense of navigating the markets alone.

Openfolio operates from New York, New York, with a small team, and positions itself within the technology, information and internet landscape to serve individual investors seeking context beyond standard benchmarks. The platform's primary benchmark, the Openfolio Investor Average, aggregates performance across all connected portfolios to offer a representative measure for its users. It also generates an Investors Like You benchmark by matching users on factors such as age, income, and investable assets to those with similar profiles, delivering a more tailored peer comparison.

Section iconCompany Overview

Phone number
NAICS Code
54151 - Computer Systems Design and Related Services
Employees
2-10

Section iconFunding & Financials

  • $3.9M

    Openfolio has raised a total of $3.9M of funding over 4 rounds. Their latest funding round was raised on Nov 20, 2015 as a Convertible Note.

  • $1M - $10M

    Openfolio's revenue is estimated to be in the range of $1M - $10M

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