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Open Advice is a software development startup based in the UK, which recently raised $312K in funding

Open Advice is a software development startup based in the UK, which recently raised $312K in funding

April 19, 2023

Logo of Open Advice

Introducing Open Advice - a revolutionary hybrid-advice platform that has changed the way financial advisers onboard and serve their clients. Led by founder Anthony Villis, Open Advice is a software development startup based in the UK, which recently raised $312K in funding. Their innovative platform combines bespoke professional advice with a competitive robot-advice product, making financial planning accessible to a far wider audience. With its dynamic onboarding system, Open Advice captures everything from a client's financial information to their life goals and risk profile, all in one place. 

Team at Open Advice

Thanks to its automation capabilities, Open Advice has made it possible to streamline the annual review process, saving advisers valuable time while increasing their engagement with clients. The platform's extensive features include ID verification, risk profiling, secure messaging, cash flow integrations, and more. Open Advice also integrates with existing systems, enabling clients to sync their data effortlessly. Whether you are an adviser or an investor, Open Advice's hybrid-advice platform provides the complete picture of your financial position, helping you achieve your life goals with ease.

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