Fintech Solutions for the Wealth Management Industry_

We offer high value-added solutions that help our clients provide a full investment reporting, advisory and portfolio management services, including portfolio rebalancing. Their modular nature and potential for integration with multiple platforms provide high business flexibility.

Wealth Management & Advisory

Portfolio Management

Independent Financial Advisory

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

Our clients_

Our clients range from retail banking to private banking, financial advisors, securities companies, agencies, insurance companies, pension plan and investment fund managers.

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