OpenBB

Tagline Brand's website · 2026-11-06

OpenBB provides financial analytics infrastructure and workspaces that let investment teams connect their data, build workflows, and deploy AI agents in environments they control.

Description Brand's website · 2026-11-06

OpenBB offers an enterprise OpenBB Workspace, the open-source Open Data Platform, a Snowflake Native App, AI capabilities, and an application marketplace for financial data and analytics. Its products support self-hosted, VPC, on-premises, and Snowflake deployments.

Mission Brand's website · 2026-11-06

Enable individuals and firms to own their financial research platforms, data connections, workflows, interfaces, APIs, models, tools, and AI agents without vendor lock-in.

Founders & leadership Brand's website · 2026-11-06

Didier Lopes, Founder & CEO. The site also identifies Theodore Aptekarev as CTO, Ihsan Saracgil as CPO, Minh Hoang as Head of Product, and Andrew Kenreich as Head of Product Engineering.

Website Brand's website · 2026-11-06

https://openbb.co

Voice & tone Brand's website · 2026-11-06

Open, direct, technical, mission-driven, and focused on user ownership, data control, open source, and practical financial workflows.

Founded Brand's website · 2026-11-06

2021

Parent ownership Brand's website · 2026-11-06

The site states that OpenBQ, a non-profit independent organization, will steward OpenBB technology, while the OpenBB Workspace codebase will be stewarded by FINOS, part of the Linux Foundation.

Problem solved Brand's website · 2026-11-06

OpenBB addresses fragmented financial data, gated data, disconnected tools, manual research, one-off applications, vendor lock-in, limited data-team capacity, and the difficulty of deploying governed AI on proprietary financial data.

Core capabilities Brand's website · 2026-11-06

• Connect data from vendors, databases, internal models, files, REST APIs, and third-party feeds
• Build and distribute interactive financial dashboards without frontend development
• Create standardized data integrations through the Open Data Platform
• Provide AI-powered natural-language analysis, charts, tables, insights, and context-aware answers
• Integrate custom AI agents and MCP servers
• Support portfolio analytics, risk monitoring, research, reporting, macro analysis, and alternative-data workflows
• Deploy in the cloud, private cloud, VPC, on-premises, or Snowflake
• Provide data governance, entitlements, access controls, role-based access, and audit trails

Products / SKUs Brand's website · 2026-11-06

• OpenBB Workspace
• Open Data Platform (ODP)
• OpenBB Workspace Snowflake Native App
• OpenBB Copilot
• OpenBB Excel Add-in
• OpenBB App Marketplace
• OpenBB App Showcase

Pricing Brand's website · 2026-11-06

Community Edition: free for individuals and hosted by OpenBB. Lite: $2,400/year for a team license, self-hosted on-premises or in a VPC, for teams of fewer than 10. Pro: custom pricing for larger teams, self-hosted on-premises or in a VPC. Snowflake: $500/year/seat, Snowflake-hosted. OpenBB also charges marketplace partners an annual $1,000 listing fee, with possible first-year waivers in select cases.

Target industry Brand's website · 2026-11-06

Financial services, investment management, asset management, hedge funds, buy-side and sell-side financial institutions.

Customer base Brand's website · 2026-11-06

Investment management firms, asset managers, hedge funds, financial institutions, individual investors, students, academics, financial analysts, quantitative researchers, portfolio managers, and development teams building custom analytics workflows.

Ideal customer profile Brand's website · 2026-11-06

Investment management and financial-services organizations that need secure, compliant, customizable infrastructure for connecting proprietary and third-party data, building investment workflows, and deploying AI for analysts, portfolio managers, and development teams.

Use cases Brand's website · 2026-11-06

• Investment research and equity analysis
• Portfolio analytics, performance attribution, and exposure analysis
• Risk monitoring and compliance intelligence
• Client reporting and investor-letter preparation
• Macro research, economic indicators, and scenario planning
• Earnings-call, filings, sentiment, and research analysis
• Crypto and digital-asset research and portfolio analytics
• Alternative-data integration

Customer outcomes Brand's website · 2026-11-06

• Reduce reliance on data teams for routine analysis
• Bring multiple vendor, internal, and proprietary data sources into one interface
• Build reusable, interactive dashboards and distribute workflows firm-wide
• Keep data, models, workflows, intellectual property, and institutional knowledge in-house
• Deploy AI agents in governed environments with access controls and audit trails
• Reduce duplicated integration and frontend-development work
• Improve data accessibility, robustness, and reduce errors
• Turn tasks that previously took weeks into workflows completed within hours