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Company profile: OpenInvest

1.1 - Company Overview

OpenInvest Logo

OpenInvest

Headquarter: United States
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of technology-driven asset management focused on customized ethical investing, helping advisors unlock the true impact of their clients' investments.

Products and services

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Key contacts

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Financial details

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1.2 - Competitors and similar companies to OpenInvest

Lightspeed Venture Partners Logo

Lightspeed Venture Partners

HQ: United States Website
  • Description: Provider of proprietary order execution via Lightspeed Trader, real-time risk and margin management tools, equity and option market data scanners, and high-frequency equity DMA infrastructure, delivering cost-effective equity and option order execution.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Lightspeed Venture Partners company profile →
Otis Logo

Otis

HQ: United States Website
  • Description: Provider of a marketplace that lets anyone invest in exclusive alternative assets.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Otis company profile →
Liquid Market Capital Logo

Liquid Market Capital

HQ: United States Website
  • Description: Provider of financial technology solutions and broker-dealer services, registered with the U.S. SEC and FINRA, and operator of an alternative trading system that plans to use blockchain technology as part of its operations.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Liquid Market Capital company profile →
Birch Finance Logo

Birch Finance

HQ: United States Website
  • Description: Provider of a platform that helps consumers maximize credit card rewards by connecting reward-based accounts, analyzing spending across thousands of categories and merchants, and delivering personalized trends and actionable insights on missed rewards and subscriptions for over 200 credit cards. Includes secure bank login to link accounts and end-to-end 256-bit AES encryption.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Birch Finance company profile →
Archer Logo

Archer

HQ: United States Website
  • Description: Provider of cloud-based technology platforms for investment managers.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Archer company profile →
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2.M&A buyers

2.1 Potential strategic acquirers in the sector

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2.2 - Strategic buyer groups for OpenInvest

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Buyer group 1: ████████ ████████

●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to OpenInvest

2.2 - Growth funds investing in similar companies to OpenInvest

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4 - Top valuation comps for OpenInvest

4.2 - Public trading comparable groups for OpenInvest

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4.3 - M&A Transactions similar to OpenInvest

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About OpenInvest

What does OpenInvest do?

OpenInvest is a provider of technology-driven asset management focused on customized ethical investing, helping advisors unlock the true impact of their clients' investments.

Who are OpenInvest's competitors?

OpenInvest's competitors and similar companies include Lightspeed Venture Partners, Otis, Liquid Market Capital, Birch Finance, and Archer.

Where is OpenInvest headquartered?

OpenInvest is headquartered in United States.

How many employees does OpenInvest have?

OpenInvest has 1,000 employees 🔒.

When was OpenInvest founded?

OpenInvest was founded in 2010 🔒.

What sector and industry vertical is OpenInvest in?

OpenInvest is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for OpenInvest

Who are the top strategic acquirers in OpenInvest's sector and industry

Top strategic M&A buyers and acquirers in OpenInvest's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for OpenInvest?

Top strategic M&A buyers groups and sectors for OpenInvest include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in OpenInvest's sector and industry vertical

Which are the top PE firms investing in OpenInvest's sector and industry vertical?

Top PE firms investing in OpenInvest's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in OpenInvest's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in OpenInvest's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in OpenInvest's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to OpenInvest include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in OpenInvest's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for OpenInvest?

The key public trading comparables and valuation benchmarks for OpenInvest include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for OpenInvest for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for OpenInvest with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in OpenInvest's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for OpenInvest with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in OpenInvest's' sector and industry vertical?

Access recent funding rounds and capital raises in OpenInvest's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

Ready to Find the Right Buyers?

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