About OpenWealth
OpenWealth is a company based in Sydney (Australia) founded in 2011 was acquired by Nucleus Financial in November 2020. OpenWealth operates in a competitive market with competitors including Eltropy, Zafin, Pegasystems, Talisma and PureFacts, among others.
- Headquarter Sydney, Australia
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Sectors
Financial ServicesTechnology
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Website
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Annual Revenue
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Acquired by
Nucleus Financial
(Nov 02, 2020)
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Funding Insights of OpenWealth
Investors in OpenWealth
OpenWealth has secured backing from 1 investor. Prominent investors backing the company include Nucleus Financial.
| Investor | Description | Founded Year | Domain | Location |
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Portfolio management solutions are offered to financial advisors.
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Founded Year | Domain | Location |
Investments & Acquisitions by OpenWealth
Financial Statements - OpenWealth
Openwealth Comparisons
Competitors of OpenWealth
OpenWealth operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Eltropy, Zafin, Pegasystems, Talisma and PureFacts, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Reputation management software is provided for solar industry sales.
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| domain | founded_year | HQ Location |
Software solutions for relationship banking in financial services are delivered.
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| domain | founded_year | HQ Location |
Wealth management solutions via AI decisioning and automation are provided.
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| domain | founded_year | HQ Location |
Customer relationship management software is provided for omnichannel engagement.
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| domain | founded_year | HQ Location |
CRM solutions for wealth managers
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| domain | founded_year | HQ Location |
Provider of cloud-based customer experience management platform for payers
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Latest news on Openwealth
Frequently Asked Questions about OpenWealth
OpenWealth was founded in 2011.
OpenWealth is headquartered in Sydney, Australia. It is registered at Sydney, New South Wales, Australia.
OpenWealth was founded in 2011 in Sydney, Australia, as a customer relationship management platform tailored to the finance sector. Client information is stored and managed, while assets such as cash, investments, and portfolios are tracked. Meetings and tasks are organized through the system, which integrates with third-party software via APIs. A mobile application is provided for iOS users to support on-the-go access.
OpenWealth has 1 investor. Key investors include Nucleus Financial.