Openvest Holdings delivers cutting-edge trading technology and online electronic brokerage services to both active individual and institutional traders worldwide. Our innovative trading and analysis platform grants seamless access to major U.S. exchanges and market centers with just one click. With a wide range of products available, clients can design, test, optimize, monitor, and automate their own custom equities, options, and futures trading strategies.
With Openvest Holdings, clients gain access to a suite of fully customizable market monitoring, charting, and analysis tools, empowering them to identify and capitalize on trading opportunities with speed and precision. Our groundbreaking Openvest Holdings TradingApp® Store presents a diverse collection of custom Tradestation-compatible software products, including indicators, strategies, and other apps, further enhancing the capabilities of our platform. For clients on the move, Openvest Holdings offers mobile and web trading, enabling seamless access to core features on iOS or Android devices, perfectly synchronized with their online accounts in real time.
Openvest Holdings offers individualized support from expert brokerage professionals who possess extensive training and full licensing. In addition, we provide a wide range of educational resources that are specifically designed to enhance clients' trading skills. Our 14 diverse account types are meticulously designed to cater to various trading and investment objectives. Furthermore, our simplified commission pricing plans offer cost-effectiveness and can be customized to suit any trading style and budget.
The journey of Openvest Holdings is a remarkable tale that embodies the fulfillment of a distinctively American dream. It encompasses the creation, growth, and continuous success of our company, showcasing the spirit of achievement and ambition deeply rooted in the American entrepreneurial tradition.
In 2001, Openvest Holdings underwent a significant transformation, shifting its focus from being a trading software company to becoming an online securities brokerage. As part of this transition, the company rebranded itself as Openvest Holdings, reflecting its new direction and expanded services. During this transformation, Openvest Holdings seamlessly integrated the advanced functionalities of its software, including back-testing and automated alerts, with real-time market data from major exchanges. Additionally, the company facilitated trade order placement and execution with these exchanges, catering to both the securities and futures markets. The growth of Openvest Holdings continued in subsequent years. By 2004 and 2005, the company achieved the status of a self-clearing equities and options firm, enabling it to process transactions without relying on third-party clearing services. This development further solidified Openvest Holdings' position in the industry. Eventually, the company also attained self-clearing status as a futures firm, expanding its capabilities to serve clients involved in futures trading.
After successfully realizing their vision of establishing a platform that empowers self-directed traders to thrive in the dynamic global financial markets, the Cruz brothers eventually decided to step back from their roles at Openvest Holdings. They embarked on a semi-retirement phase, content in knowing that they had accomplished their goal of providing individuals with the means to compete more effectively in today's rapidly evolving financial landscape.
Presently, the company founded by the Cruz brothers continues to thrive and expand. With each passing year, reputable financial publications such as Barron's and Investor's Business Daily consistently acknowledge Openvest Holdings for its exceptional trading software and brokerage services, often considering them to be the industry's finest or even unrivaled. This ongoing recognition is a testament to the company's sustained excellence and its prominent position within the financial sector.
Over 35 years since its inception, Openvest Holdings remains steadfast in its dedication to delivering a world-class financial ecosystem to customers. The company continues to harness cutting-edge technology, empowering self-directed traders and investors with the tools they need to gain a competitive advantage and achieve financial success. With an unwavering commitment, Openvest Holdings strives to provide a platform that empowers individuals to make informed decisions and navigate the ever-evolving landscape of the financial markets.