Agentic Workspace
for Finance
Build AI-powered analytics applications for investment teams, without months of custom development.
Bridge your data with AI. Securely.
Transform fragmented data and AI tools into cohesive, production-ready analytics applications.
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 team collaboration.
Bring your own agent
Integrate your own AI agents into a safe environment designed for experimentation and deployment.
Stay in control of your data
Deploy OpenBB on-prem or in your private cloud for full control, security, and privacy over your data, AI models and prompts.
See OpenBB in Action
Deliver immediate value for your firm.
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
Your data stays yours.
OpenBB runs in your cloud or on-premises. No data leaves your environment, no third-party model trains on your positions, and your compliance team stays in control.
Explore Security
Your data stays yours.
OpenBB runs in your cloud or on-premises. No data leaves your environment, no third-party model trains on your positions, and your compliance team stays in control.
Explore security and complianceSOC2 II compliant
On-prem or VPC
No data leakage
Run AI models locally
What our clients
have to say
"OpenBB brings together brilliant minds with an extraordinary product. Their agile teams truly listen, act, and deliver, making them one of the most impressive development teams I've ever worked with."
Pete Petersen, CTO
Causeway Capital Management
"One of the most impressive development teams I've ever worked with"
OpenBB brings together brilliant minds with an extraordinary product. Their agile teams truly listen, act, and deliver, making them one of the most impressive development teams I've ever worked with.
Pete Petersen, CTO
Causeway Capital Management
Make AI work with your data, not around it
Asset managers and hedge funds use OpenBB to replace disconnected data and give their analysts production-ready AI from day one.