About OpenFolio
OpenFolio is a Technology company based in New York (United States) founded in 2013 by Hart Lambur. Financial portfolios are tracked and compared via an iOS app. OpenFolio has raised $2.05 million across 2 funding rounds from investors including FinTech Collective. Its chief executive, as recorded, is Hart Lambur. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Wealth Data Aggregation. Its competitors include Personal Capital, Finary and Carefull; 3 of its 3 listed competitors have raised funding.
Company details
OpenFolio was founded in 2013 in New York, United States, within the fintech sector. The platform operates as an iOS app where financial accounts are synced for automated tracking of user expenses and income. Portfolio comparisons are enabled against other users and market benchmarks. Access to news, informational resources, and financial tips is also provided to support user management.
- Headquarters New York, United States
- Founders Hart Lambur
- SectorsTechnology
- Email••••••••
- Website openfolio.com
- Social X Facebook
- Total Equity Funding$2.05M (USD)
in 2 rounds
- Latest Funding Round$1.8M (USD), Seed
Sep 2014
- Investors
Funding Insights of OpenFolio
OpenFolio has successfully raised a total of $2.05M across 2 strategic funding rounds. The most recent funding activity was a Seed round of $1.8 million completed in September 2014. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $2.05M
- Total Rounds 2
- Last Round Seed — $1.8M
- First Round $250,000
(Feb 2013)
- Investors Count 1
All 2 funding rounds of OpenFolio with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Sep 2014 | $1.8M | Seed | – | – | |
| Feb 2013 | $250,000 | Seed | – | – | – |
1 investors in total: 1 institutional.
Investors in OpenFolio
OpenFolio has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include FinTech Collective.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investments in FinTech startups are managed by the firm. | fintech.io |
Investor details for OpenFolio
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
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People of OpenFolio
2 people are tracked at OpenFolio (2 in leadership).
| Name | Role | Group |
|---|---|---|
Hart Lambur | Co-Founder & CEO | Leadership |
Yinon Ravid | Co-founder | Leadership |
Complete people profiles for OpenFolio
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Timeline of OpenFolio
3 dated milestones of OpenFolio across 1 years, from founding to its latest funding, stage changes and deals.
- Founded OpenFolio is founded.
- Funding First funding round of $250K.
- Funding Latest funding round, Seed, of $1.8M.
Competitors of OpenFolio
OpenFolio has 3 listed competitors in our database, 3 of them funded. They include Personal Capital, Finary and Carefull.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| personalcapital.com | 2009 | Redwood, United States | $271.17M | 457 | Wealth data for individuals is aggregated and monitored. | |
| finary.io | 2020 | San Francisco, United States | $3.33M | 6 | Social trading platform for on stock market assets | |
| getcarefull.com | 2019 | New York, United States | $19.7M | 18 | Expenses and credit card transactions are monitored for individuals online. |
Detailed competitors of OpenFolio
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- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
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Web traffic of OpenFolio
Websites that share an audience with OpenFolio (openfolio.com).
Websites whose visitors overlap most with OpenFolio. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| ftvcapital.com | 100% | #1,644,314 | View details | ||
financials.morningstar.com | financials.morningstar.com | 100% | – | ||
| futureadvisor.com | 99% | View details | |||
markets.jpmorgan.com | markets.jpmorgan.com | 99% | – | ||
| sigfig.com | 99% | 138.5K | #309,236 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 7 similar websites and full traffic analytics for OpenFolio
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- 7 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as OpenFolio (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Openfolio
Complete news archive for OpenFolio
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Frequently Asked Questions about OpenFolio
OpenFolio was founded in 2013.
OpenFolio is headquartered in New York, United States. It is registered at New York, New York, United States.
Hart Lambur is the CEO of OpenFolio, as recorded in our data. They have also founded this company.
OpenFolio is a funded company, having raised a total of $2.05M across 2 funding rounds to date. The company's 1st funding round was a Seed of $250K, raised on Feb 2013.
OpenFolio was founded in 2013 in New York, United States, within the fintech sector. The platform operates as an iOS app where financial accounts are synced for automated tracking of user expenses and income. Portfolio comparisons are enabled against other users and market benchmarks. Access to news, informational resources, and financial tips is also provided to support user management.
OpenFolio's top competitors include Personal Capital, Carefull and Finary.
OpenFolio has 1 investor. Key investors include FinTech Collective.