OpenExchange

OpenExchange, Inc., operating as OpenExchange Communications, is a provider of a meeting network tailored for the financial services sector. Founded in 2009 and headquartered in Lincoln, Massachusetts, with additional offices in Boston, New York, London, and Hong Kong, the company delivers a range of products designed to enhance communication within the investment community. Its offerings include OE Connect, OE Stream, OE Conference, and OE Learn, as well as OpenExchange Virtual, which facilitates virtual meetings through desktop videoconferencing technology that operates over any IP network. The platform allows users to create personal online profiles, schedule video meetings, and access a global directory of financial services professionals, thereby supporting investment managers, investment banks, and public companies in their interactions. OpenExchange's solutions aim to improve the efficiency and security of communications in the financial market.

Mark Loehr

CEO

Stu Robbins

Chairman

Jim Sheehan

CFO

2 past transactions

Nucleus195

Acquisition in 2021
Nucleus195, LLC is an information technology company founded in 2017 and based in Westport, Connecticut. The company specializes in providing an online platform that connects investment managers with local research providers, facilitating access to investment research across developed, emerging, and frontier markets. Nucleus195 offers a comprehensive suite of tools designed to enhance the research process, including asset reports, access to analysts, video previews, and a video-on-demand network featuring insights from industry leaders. Additionally, the company provides corporate solutions that encompass video production, website development, and company-sponsored research, making it a versatile resource for businesses seeking to streamline their investment research distribution and management.

KnowledgeVision

Acquisition in 2019
KnowledgeVision Systems Incorporated, founded in 2010 and based in Concord, Massachusetts, specializes in providing cloud-based tools for creating interactive and multimedia web presentations. The company's platform enables businesses, organizations, and educational institutions to manage, share, and live stream video content efficiently. Its offerings include synchronized video presentations for various purposes such as sales and marketing, product demonstrations, training, and organizational communications. KnowledgeVision's solutions also support periodic financial reporting, virtual roadshows, and interactive white papers. The platform features smart file detection and powerful engagement analytics, allowing users to obtain insights down to the individual viewer level. With its focus on enhancing online media content, KnowledgeVision aims to facilitate collaboration and knowledge sharing across diverse sectors.
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