{"name":"OpenBB","domain":"openbb.co","url":"https://optimly.ai/brand/openbb","is_claimed":false,"categories":["fintech-financial-services"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"OpenBB provides financial analytics infrastructure and workspaces that let investment teams connect their data, build workflows, and deploy AI agents in environments they control.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://openbb.co","updated_at":"2026-11-06T22:30:02.046783+00:00"},{"key":"description","label":"Description","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://openbb.co","updated_at":"2026-11-06T22:30:02.046783+00:00"}]},{"header":"Identity","sections":[{"key":"mission","label":"Mission","shape":"text","content":"Enable individuals and firms to own their financial research platforms, data connections, workflows, interfaces, APIs, models, tools, and AI agents without vendor lock-in.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://openbb.co","updated_at":"2026-11-06T22:30:02.046783+00:00"},{"key":"leadership","label":"Founders & leadership","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://openbb.co","updated_at":"2026-11-06T22:30:02.046783+00:00"},{"key":"website","label":"Website","shape":"text","content":"https://openbb.co","source_type":"1p_website","source_label":"Brand's website","source_url":"https://openbb.co","updated_at":"2026-11-06T22:30:02.046783+00:00"},{"key":"voice_tone","label":"Voice & tone","shape":"text","content":"Open, direct, technical, mission-driven, and focused on user ownership, data control, open source, and practical financial workflows.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://openbb.co","updated_at":"2026-11-06T22:30:02.046783+00:00"},{"key":"founded","label":"Founded","shape":"text","content":"2021","source_type":"1p_website","source_label":"Brand's website","source_url":"https://openbb.co","updated_at":"2026-11-06T22:30:02.046783+00:00"},{"key":"parent_ownership","label":"Parent ownership","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://openbb.co","updated_at":"2026-11-06T22:30:02.046783+00:00"}]},{"header":"Offerings","sections":[{"key":"problem_solved","label":"Problem solved","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://openbb.co","updated_at":"2026-11-06T22:30:02.046783+00:00"},{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"Connect data from vendors, databases, internal models, files, REST APIs, and third-party feeds\nBuild and distribute interactive financial dashboards without frontend development\nCreate standardized data integrations through the Open Data Platform\nProvide AI-powered natural-language analysis, charts, tables, insights, and context-aware answers\nIntegrate custom AI agents and MCP servers\nSupport portfolio analytics, risk monitoring, research, reporting, macro analysis, and alternative-data workflows\nDeploy in the cloud, private cloud, VPC, on-premises, or Snowflake\nProvide data governance, entitlements, access controls, role-based access, and audit trails","source_type":"1p_website","source_label":"Brand's website","source_url":"https://openbb.co","updated_at":"2026-11-06T22:30:02.046783+00:00"},{"key":"products","label":"Products / SKUs","shape":"text","content":"OpenBB Workspace\nOpen Data Platform (ODP)\nOpenBB Workspace Snowflake Native App\nOpenBB Copilot\nOpenBB Excel Add-in\nOpenBB App Marketplace\nOpenBB App Showcase","source_type":"1p_website","source_label":"Brand's website","source_url":"https://openbb.co","updated_at":"2026-11-06T22:30:02.046783+00:00"},{"key":"pricing","label":"Pricing","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://openbb.co","updated_at":"2026-11-06T22:30:02.046783+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Financial services, investment management, asset management, hedge funds, buy-side and sell-side financial institutions.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://openbb.co","updated_at":"2026-11-06T22:30:02.046783+00:00"},{"key":"customer_base","label":"Customer base","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://openbb.co","updated_at":"2026-11-06T22:30:02.046783+00:00"},{"key":"icp","label":"Ideal customer profile","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://openbb.co","updated_at":"2026-11-06T22:30:02.046783+00:00"},{"key":"use_cases","label":"Use cases","shape":"text","content":"Investment research and equity analysis\nPortfolio analytics, performance attribution, and exposure analysis\nRisk monitoring and compliance intelligence\nClient reporting and investor-letter preparation\nMacro research, economic indicators, and scenario planning\nEarnings-call, filings, sentiment, and research analysis\nCrypto and digital-asset research and portfolio analytics\nAlternative-data integration","source_type":"1p_website","source_label":"Brand's website","source_url":"https://openbb.co","updated_at":"2026-11-06T22:30:02.046783+00:00"},{"key":"customer_outcomes","label":"Customer outcomes","shape":"text","content":"Reduce reliance on data teams for routine analysis\nBring multiple vendor, internal, and proprietary data sources into one interface\nBuild reusable, interactive dashboards and distribute workflows firm-wide\nKeep data, models, workflows, intellectual property, and institutional knowledge in-house\nDeploy AI agents in governed environments with access controls and audit trails\nReduce duplicated integration and frontend-development work\nImprove data accessibility, robustness, and reduce errors\nTurn tasks that previously took weeks into workflows completed within hours","source_type":"1p_website","source_label":"Brand's website","source_url":"https://openbb.co","updated_at":"2026-11-06T22:30:02.046783+00:00"}]}],"last_refreshed_at":"2026-11-06T22:30:02.145074+00:00","last_changed_at":"2026-11-06T22:30:02.157414+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=eebf124e-e22b-404b-9920-b96df34f5e03"}