Your enterprise UI
built for AI workflows
For investment firms who prioritize security,
privacy, and control.
Used by employees at
The AI solution that your
firm can actually use org-wide
A safe end-to-end solution for AI experimentation and deployment.
Integrate your AI model
Integrate your own AI agents into a safe environment designed for experimentation and deployment.
Run on-premises
Deploy OpenBB on-prem or in your private cloud for full control, security, and privacy over your data, AI models and prompts.
Connect all your data
Integrate proprietary, licensed, and public data, both structured and unstructured, in one secure, scalable AI-ready platform.
Control your interface
A flexible, customizable UI that adapts to your workflows and enables real-time team collaboration.
Secure. Compliant.
Scalable.
Designed for forward-thinking investment firms
managing billions.
SOC2 II
On-prem or VPC
No data leakage
Run AI models locally
Build the financial workflows you need,
on scalable AI infrastructure
Explore how our clients deploy custom solutions to solve their workflow bottlenecks.
Earnings guidance intelligence
Automatically extract insights from earnings updates, filings, and broker research, then combine them with fundamental and trading data to assess forward-looking guidance.
Investor call preparation
Compile key insights from earnings transcripts, filings, analyst reports, and market data to generate briefing documents, anticipate investor concerns, and prepare targeted questions
Earnings guidance intelligence
Automatically extract insights from earnings updates, filings, and broker research, then combine them with fundamental and trading data to assess forward-looking guidance.
Investor call preparation
Compile key insights from earnings transcripts, filings, analyst reports, and market data to generate briefing documents, anticipate investor concerns, and prepare targeted questions
"The core benefit of OpenBB is its ability to build custom backends and integrate custom data seamlessly. I see it as a pivotal tool to integrate all our internal and third-party data in a user-friendly UI, benefiting our entire organization. The Copilot enables our analysts to extract insights at a fraction of the speed."
Hector Santana, Director, Quantitative Research and Strategy
Angeles Investments $ 6.4bn AUM