Openfolio

OverviewSuggest Edit

Openfolio is a platform that changes the way investors think about and measure their portfolio performance. Our product is designed to focus on the power of performance comparison against our community-sourced, social benchmarks. Not only do our benchmarks provide more relevant insights than traditional indexes like the S&P 500, the social aspect of our platform helps take the fear out of investing as users feel they are not navigating the markets on their own. Moreover, our benchmarks act as social validation tools to motivate users to become smarter investors and focus on long term growth. Our primary social benchmark is the Openfolio Investor Average which measures the aggregate performance of all users who have connected portfolios to our platform. Being comprised entirely of real portfolios from real investors, this benchmark is a more relevant barometer for individual investors than the traditional stock-focused indexes. Additionally, after gathering more information from our users such as age, income, and investable assets, we create an Investors Like You benchmark based on data from other users who most match their profile. This custom benchmark offers a more specific measuring tool to check your performance against your closest peer set.
TypePrivate
Founded2013
HQNew York, US
Websiteopenfolio.com

Locations

Openfolio is headquartered in
New York, United States

Location Map

Latest Updates

Employees (est.) (Mar 2019)4(-50%)

Key People/Management at Openfolio

Josh Owen

Josh Owen

Software Engineer
Andrew Loyola

Andrew Loyola

Software Engineer
Colin Corcoran

Colin Corcoran

Software Engineer
Max Lane

Max Lane

Business Development
Will Bancroft

Will Bancroft

Marketing
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Openfolio Office Locations

Openfolio has an office in New York
New York, US (HQ)
510 Madison Ave Floor 21
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Openfolio Financials and Metrics

Summary Metrics

Founding Date

2013

Openfolio total Funding

$1.9 m

Openfolio latest funding size

$1.79 m

Time since last funding

5 years ago
Openfolio's latest funding round in September 2014 was reported to be $1.8 m. In total, Openfolio has raised $1.9 m
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Openfolio Online and Social Media Presence

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Openfolio Frequently Asked Questions

  • When was Openfolio founded?

    Openfolio was founded in 2013.

  • Who are Openfolio key executives?

    Openfolio's key executives are Josh Owen, Andrew Loyola and Colin Corcoran.

  • How many employees does Openfolio have?

    Openfolio has 4 employees.

  • Who are Openfolio competitors?

    Competitors of Openfolio include Jupiter Fund Management, SEI Investments Company and WisdomTree Investments.

  • Where is Openfolio headquarters?

    Openfolio headquarters is located at 510 Madison Ave Floor 21, New York.

  • Where are Openfolio offices?

    Openfolio has an office in New York.

  • How many offices does Openfolio have?

    Openfolio has 1 office.