
A Secure Workspace to
Bridge your Data and AI
A Secure Workspace to
Bridge your Data and AI
For investment firms who prioritize security, privacy, and control.
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.

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



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.
Hector Santana, Director, Quantitative Research and Strategy
Angeles Investments
