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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Email
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
Nucleus Financial
(Nov 02, 2020)
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Funding Insights of OpenWealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in OpenWealth
OpenWealth has secured backing from 1 investor. Prominent investors backing the company include Nucleus Financial. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| 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 |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by OpenWealth
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - OpenWealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| 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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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about OpenWealth
When was OpenWealth founded?
OpenWealth was founded in 2011.
Where is OpenWealth located?
OpenWealth is headquartered in Sydney, Australia. It is registered at Sydney, New South Wales, Australia.
What does OpenWealth do?
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.
Who are the top competitors of OpenWealth?
Who are OpenWealth's investors?
OpenWealth has 1 investor. Key investors include Nucleus Financial.
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