Insights

Growing Client Base OpenInvest has recently partnered with several financial advisory firms and wealth management entities such as Suubee Group, Hudson Financial Planning, and Advisory Board Co, indicating a strong expansion in serving professional advice channels. This presents opportunities to offer tailored solutions that enhance their online investment platforms.

Expansion in Digital Platforms The launch of multiple online investment platforms in collaboration with partners like Rees Pritchard and Hunter-based firms demonstrates OpenInvest's focus on digitizing investments for Australians. There is potential to upsell innovative digital tools or integration services to further strengthen these platforms.

Market Penetration OpenInvest is actively targeting niche segments such as Australia's emerging affluent and retail investors seeking affordable financial advice, creating opportunities to introduce advanced financial technologies, AI-driven analytics, or personalized investment solutions that align with these demographic trends.

Technology Stack and Security Utilizing robust cloud and security technologies such as Amazon CloudFront and reCAPTCHA indicates a focus on scalable and secure online services. Deployment of additional enterprise-grade security or modern API integrations could attract larger financial services firms aiming for high compliance standards.

Financial Growth Outlook With revenue estimates ranging from $1 million to $10 million and recent strategic partnerships, OpenInvest is positioned for growth within the fintech investment platform space. Tailored sales pitches emphasizing scalability, customizability, and compliance features could resonate well with their current and prospective clients.

OpenInvest Tech Stack

OpenInvest uses 8 technology products and services including Amazon CloudFront, HubSpot Content Hub, Open Graph, and more. Explore OpenInvest's tech stack below.

  • Amazon CloudFront
    Content Delivery Network
  • HubSpot Content Hub
    Content Management System
  • Open Graph
    Content Management System
  • Linkedin Sign-in
    Identity Verification
  • Mustache
    Javascript Frameworks
  • reCAPTCHA
    Security
  • HSTS
    Security
  • Twitter
    Widgets

Media & News

OpenInvest's Email Address Formats

OpenInvest uses at least 1 format(s):
OpenInvest Email FormatsExamplePercentage
First.Last@openinvest.com.auJohn.Doe@openinvest.com.au
50%
First.Last@openinvest.com.auJohn.Doe@openinvest.com.au
50%

Frequently Asked Questions

What is OpenInvest's official website and social media links?

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OpenInvest's official website is openinvest.com.au and has social profiles on LinkedInCrunchbase.

What is OpenInvest's NAICS code?

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OpenInvest's NAICS code is 52 - Finance and Insurance.

How many employees does OpenInvest have currently?

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As of January 2026, OpenInvest has approximately 14 employees across 2 continents, including OceaniaNorth America. Key team members include Cto/Co-Founder: W. F.Head Of Distribution: R. V.Head Of Product: T. B.. Explore OpenInvest's employee directory with LeadIQ.

What industry does OpenInvest belong to?

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OpenInvest operates in the Financial Services industry.

What technology does OpenInvest use?

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OpenInvest's tech stack includes Amazon CloudFrontHubSpot Content HubOpen GraphLinkedin Sign-inMustachereCAPTCHAHSTSTwitter.

What is OpenInvest's email format?

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OpenInvest's email format typically follows the pattern of First.Last@openinvest.com.au. Find more OpenInvest email formats with LeadIQ.

When was OpenInvest founded?

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OpenInvest was founded in 2017.

OpenInvest

Financial ServicesVictoria, Australia11-50 Employees

OpenInvest is a Melbourne-based managed accounts investment platform that configures and underpins engaging online investing solutions for wealth/asset managers, advice firms and stockbrokers. Our partner firms are able to offer their own (and/or third party) model portfolios and content as a means to reach new audiences, and both serve and nurture those clients, at scale, digitally.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2017
Employees
11-50

Section iconFunding & Financials

  • $1M$10M

    OpenInvest's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    OpenInvest's revenue is estimated to be in the range of $1M$10M

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