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We are innovation, team and technology 

Who we are_

We are experts in Wealthtech front office solutions with 20 years of experience creating and implementing high added value solutions in national and international financial institutions (Iberia & LATAM). Our clients are Banks, Asset Managers, Brokers, Financial Advisors, Family Offices, Insurance Companies and Pension Fund Administrators.

We are your technological partner that facilitates the process for attracting, advising and retaining your customers by adapting to your business needs and to regulatory compliance.

Our focus on innovation and our large experience allows us to offer global and flexible financial solutions that allows a co-ordinated implementation of the company strategy.

Vision_

Openfinance is a leading company specialising in the development, implementation and maintenance of innovative technological solutions for financial advice and portfolio management.

It has proven experience in the development of integrated solutions for financial institutions that support clients in the entire decision-making process, from the provision of financial information to market trading tools.

The company was founded in 2002 as a consulting firm specialising in investment solutions that combines entrepreneurship with technological and financial expertise. Since 2023 it has belonged to Inversis Group, which gives Openfinance a solidity and confidence that positions it as a benchmark in the international financial sector.

Values_

Experience

Prestigious team in the finance sector involved in successful and internationally prominent projects.

Knowdlege

Senior profiles, technological consultants, financial experts.

Specialisation

Experts in strategic solutions and developments in the financial advisory segment/Business Partnership.

Service

Focused on our clients ‚Äď commitment ‚Äď dynamism ‚Äď global and partner vision.

Integration

Light integration with the back office systems to guarantee the consistency and strength of the solution implemented.