Insights

Strategic partnerships OpenInvest is actively expanding through strategic partnerships with specialized financial services and advisor networks, including Hejaz Group and Rees Pritchard, creating opportunities to cross-sell sharia-compliant and advisory-enabled online investment solutions.

Targeted demographics Recent collaborations focus on niche communities such as Australia's Muslim investors and the emerging affluent segment, highlighting opportunities to tailor investment platforms and portfolios to underserved or price-sensitive retail and wholesale buyers.

Digital underpinnings OpenInvest underpins partner platforms with scalable online investing solutions, suggesting a sales angle around white-labeling capabilities for wealth managers, advisers, and stockbrokers seeking digital expansion and client acquisition at scale.

Growth through niches A pattern of launching purpose-built, criteria-driven portfolios for specific groups indicates potential for selling curated model portfolios and regulatory-compliant content to niche advisor networks and community-based firms.

Mid-market traction With revenue in the small-to-medium range and a lean team, OpenInvest presents an upsell path to larger managed accounts or additional modules (content hubs, analytics, and marketing automation) to accelerate growth for partner firms.

Similar companies to OpenInvest

OpenInvest Tech Stack

OpenInvest uses 8 technology products and services including LinkedIn Ads, Microsoft Advertising, Crazy Egg, and more. Explore OpenInvest's tech stack below.

Media & News

OpenInvest's Email Address Formats

OpenInvest uses at least 1 email format:
OpenInvest Email FormatsExamplePercentage
First.Last@openinvest.com.auJohn.Doe@openinvest.com.au
100%

Frequently Asked Questions

What is OpenInvest's official website and social media links?

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OpenInvest's official website is openinvest.com.au and has social profiles on LinkedIn and Crunchbase.

How much revenue does OpenInvest generate?

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

What is OpenInvest's NAICS code?

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OpenInvest's NAICS code is 52 - Finance and Insurance.

How many employees does OpenInvest have currently?

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As of October 2026, OpenInvest has approximately 18 employees across 3 continents, including Oceania, North America and South America. Key team members include Chief Technology Officer / Co-Founder: W. F., Head Of Distribution: R. V. and Head Of Product: T. B. Explore OpenInvest's employee directory with LeadIQ.

What industry does OpenInvest belong to?

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OpenInvest operates in the Financial Services industry.

What technology does OpenInvest use?

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OpenInvest's tech stack includes LinkedIn Ads, Microsoft Advertising, Crazy Egg, Hotjar, HubSpot Analytics, Amazon Web Services, HubSpot Content Hub and Google Workspace.

What is OpenInvest's email format?

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OpenInvest's email format typically follows the pattern of First.Last@openinvest.com.au. Find more OpenInvest email formats with LeadIQ.

When was OpenInvest founded?

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OpenInvest was founded in 2017.
OpenInvest logo

OpenInvest

Financial ServicesVictoria, Australia11-50 Employees

OpenInvest is a Melbourne-based financial services platform that specializes in managed accounts, providing the configuration and operational backbone for online investing solutions used by wealth and asset managers, advice firms, and stockbrokers. It enables partner firms to offer their own or third-party model portfolios and related content to reach new audiences and to manage client relationships at scale in digital environments. The arrangement supports a range of professional investment services without requiring each firm to build its own infrastructure from scratch.

Positioned as digital investing infrastructure for professional financial services, OpenInvest helps firms extend reach and service clients more efficiently. Based in Melbourne, Victoria, Australia, the company is a small to mid-sized enterprise. In March 2025, it announced a collaboration with Rees Pritchard to launch an online investment platform aimed at improving access to investment solutions for Australians without traditional financial advice.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2017
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

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

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