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
Not available
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Net Profit
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EBITDA
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Latest Funding Round
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- Investors
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Employee Count
Not available
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Acquired by
Nucleus Financial
(Nov 02, 2020)
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Funding Insights of OpenWealth
Detailed funding history for OpenWealth
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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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Investor details for OpenWealth
Investor domains, locations, round participation, and complete history require an active premium plan.
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Investments & Acquisitions by OpenWealth
Investment portfolio details for OpenWealth
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Financial Statements - OpenWealth
Detailed financials for OpenWealth
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Openwealth Comparisons
Peer comparison for OpenWealth
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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.
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Reputation management software is provided for solar industry sales.
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Software solutions for relationship banking in financial services are delivered.
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Wealth management solutions via AI decisioning and automation are provided.
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Customer relationship management software is provided for omnichannel engagement.
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CRM solutions for wealth managers
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Provider of cloud-based customer experience management platform for payers
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Detailed competitors of OpenWealth
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Latest news on Openwealth
Complete news archive for OpenWealth
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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.