About OpenWealth
OpenWealth is a Financial Services company based in Sydney (Australia) founded in 2011, and was acquired by Nucleus Financial in November 2020. Customer relationship management software is offered for finance professionals. It operates in the Financial Services and Technology sectors. The company was acqui-hired. Its focus areas include Enterprise Applications, Sales Force Automation, CRM and Enterprise Suite.
Company details
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.
- Headquarters Sydney, Australia
- Stage Acquired
- SectorsFinancial ServicesTechnology
- Email••••••••
- Phone•••• ••••
- Website openwealth.com.au
- Social LinkedIn
- Acquired by Nucleus Financial (Nov 2020)
- Investors
- Acquired byNucleus Financial
(Nov 2020)
Investors in OpenWealth
OpenWealth has secured backing from 1 investor. Prominent investors backing the company include Nucleus Financial.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Portfolio management solutions are offered to financial advisors. | 2006 | nucleusfinancial.com | Edinburgh, United Kingdom |
Investor details for OpenWealth
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
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Timeline of OpenWealth
2 dated milestones of OpenWealth across 9 years, from founding to its latest funding, stage changes and deals.
- Founded OpenWealth is founded.
- Exit Acquired by Nucleus Financial.
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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.
Yes. OpenWealth was acquired by Nucleus Financial in November 2020.