Optimize Wealth Management Revenue and Competitors
Estimated Revenue & Valuation
- Optimize Wealth Management's estimated annual revenue is currently $41.8M per year.
- Optimize Wealth Management's estimated revenue per employee is $198,156
Employee Data
- Optimize Wealth Management has 211 Employees.
- Optimize Wealth Management grew their employee count by 37% last year.
Optimize Wealth Management's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Chief Operating Officer | Reveal Email/Phone |
2 | VP, Advisor Marketing & Practice Management | Reveal Email/Phone |
3 | SVP, Fund Managment | Reveal Email/Phone |
4 | Managing Director, Corporate Development | Reveal Email/Phone |
5 | Managing Director, Corporate Development | Reveal Email/Phone |
6 | Managing Director, Corporate Development | Reveal Email/Phone |
7 | Associate Portfolio Manager | Reveal Email/Phone |
8 | Business Development Manager | Reveal Email/Phone |
9 | Portfolio Manager | Reveal Email/Phone |
10 | Senior Relationship Manager | Reveal Email/Phone |
Optimize Wealth Management Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $0.9M | 18 | 0% | N/A | N/A |
#2 | $40.9M | 176 | 2% | $45M | N/A |
#3 | $6.2M | 32 | 3% | N/A | N/A |
#4 | $19.1M | 94 | 24% | N/A | N/A |
#5 | $229.3M | 780 | 6% | N/A | N/A |
#6 | $19.3M | 85 | 10% | N/A | N/A |
#7 | $21.2M | 82 | -2% | N/A | N/A |
#8 | $20M | 95 | 22% | N/A | N/A |
#9 | $55.7M | 209 | 4% | N/A | N/A |
#10 | $173.3M | 660 | N/A | N/A | N/A |
What Is Optimize Wealth Management?
We are the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours. At Optimize Wealth Management (Optimize Inc.), we provide our clients with personalized financial solutions and advice to help them at every stage of their lives. Our financial services and solutions cover everything from financial planning and portfolio management to tax preparation, debt management, and estate planning. The cornerstone of our service rests in effectively matching our clients’ financial and life goals with a personalized strategy and overall customer service experience which will exceed their goals in every respect.
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Total Funding
211
Number of Employees
$41.8M
Revenue (est)
37%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Optimize Wealth Management News
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Wealth Management Service Envestnet Partners With Door PYMNTS.com
Other Companies in Toronto
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $66.5M | 211 | 11% | N/A |
#2 | $73.2M | 211 | 18% | N/A |
#3 | $58.7M | 211 | 2% | N/A |
#4 | $47.6M | 211 | 7% | N/A |
#5 | $41.8M | 211 | 37% | N/A |