Openfolio
Information by Research Trustfinance
Founded in 2013, Openfolio was a financial technology company that operated a platform for retail investors. Its core service enabled users to connect their brokerage accounts to see their entire portfolio in one place, track performance, and anonymously compare their holdings and returns against other users, indexes, and curated communities (e.g., users at a specific company or university). The mission was to bring transparency to personal investing and help people make smarter financial decisions through shared data. In October 2017, the company was acquired by financial technology firm StoneCastle, and the Openfolio platform was subsequently shut down.
United States
Industry
- Financial AdvisementPRIMARY
- Wealth Management
Financial
HQ Location