Openfolio

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.
Company Growth (employees)
Type
Private
HQ
New York, US
Founded
2013
Size (employees)
9 (est)
Openfolio was founded in 2013 and is headquartered in New York, US

Openfolio Office Locations

Openfolio has an office in New York
New York, US (HQ)
264 Canal St

Openfolio Data and Metrics

Summary Metrics

Founding Date

2013

Total Funding

$1.9 m

Latest funding size

$1.8 m

Time since last funding

over 2 years

Investors

Openfolio's latest funding round in September 2014 was reported to be $1.8 m. In total, Openfolio has raised $1.9 m

Openfolio Online and Social Media Presence

Openfolio Company Life and Culture

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