Opencash
Firm details
- Headquarters
- Haverford, Pennsylvania
- CRD number
- 317007
- Registered since
- November 22, 2022
- Website
- opencash.com
Firm profile
FINTRXOverview
Opencash is organized as a limited liability company and appears on FINTRX as an SEC-registered adviser (registration year 2022). The firm is listed under an "unclassified" business category and its ownership is identified as a combination of a domestic entity and an individual. The snapshot flags Opencash as not acting as a capital allocator and not identifying as an active ESG investor. FINTRX does not provide detail on the firm's advisory activities, fee arrangements, or stated investment preferences. The platform also lists Opencash as not a multi-state adviser and not newly formed, though the SEC registration date is 2022. There is no information in the record about affiliations, pensions consulting, or related-adviser relationships.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Stacey Lavender
Chief Compliance OfficerCRD 4365033

Ralph Valvano
Chief Financial OfficerCRD 6256655
Contacts
3 of 4Richard Speziale
FinOpCRD 1192739

Kyle Shuff
Operations RepresentativeCRD 6790473
Melanie Bonsignore
Financial Operations AssociateCRD 8179440
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Haverford, PA
Delaware
Location
Haverford, PA
Headquartered in Haverford, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- 521 W Lancaster Ave
- Time zone
- ET (UTC-5)
- Office locations
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