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Fintech Solutions for the Wealth Management Industry_

We offer high value-added solutions that allow our clients to automate and digitalize the processes of reporting, advisory, and discretionary portfolio management, ensuring regulatory compliance and our clients’ business rules. Its modular nature and potential for integration with multiple platforms provide high flexibility to the business.

Holistic reporting

Wealth Management & Advisory

Portfolio Management

Our clients_

Our clients range from banks, fund managers, agencies, securities firms, to financial advisors and family offices, as well as insurance companies and pension plan administrators.

International presence_

We are present in Spain, our main market, Andorra, Portugal, Mexico, Costa Rica, Panama, Colombia and Chile.

Openfinance has been selected as one of the 100 most innovative Wealthtech companies in the world_

With more than 20 years of experience, Openfinance is a leader in its continuous commitment to innovation, creating a disruptive and constant impact in the industry that has allowed it to be part of this list two years in a row.

Openfinance in numbers_

Years of business experience