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 $231,000
Employee Data
- Optimize Wealth Management has 181 Employees.
- Optimize Wealth Management grew their employee count by 37% last year.
Optimize Wealth Management's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Chief Compliance Officer | Reveal Email/Phone |
2 | Senior Relationship Manager | Reveal Email/Phone |
3 | Senior Relationship Manager | Reveal Email/Phone |
4 | Portfolio Manager | Reveal Email/Phone |
5 | Associate Portfolio Manager | Reveal Email/Phone |
6 | Senior Financial Planner | Reveal Email/Phone |
7 | Client Service Associate | Reveal Email/Phone |
8 | Advising Representative | 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 | 181 | 10% | $45M | N/A |
#3 | $6.2M | 37 | -12% | N/A | N/A |
#4 | $19.1M | 91 | 11% | N/A | N/A |
#5 | $229.3M | 780 | 6% | N/A | N/A |
#6 | $19.3M | 92 | -2% | N/A | N/A |
#7 | $21.2M | 101 | 3% | N/A | N/A |
#8 | $20M | 95 | 22% | N/A | N/A |
#9 | $55.7M | 241 | 0% | 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
181
Number of Employees
$41.8M
Revenue (est)
37%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Optimize Wealth Management News
Now Is The Time To Invest In Your Advisors Forbes
Envestnet Partners with Door to Digitize & Optimize Exchange of ... PR Newswire
Wealth Management Service Envestnet Partners With Door PYMNTS.com
Other Companies in Toronto
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $40.8M | 181 | -2% | N/A |
#2 | $44.4M | 181 | 23% | $14.1M |
#3 | $40.9M | 181 | 10% | $45M |
#4 | $49.8M | 181 | N/A | N/A |
#5 | $41.8M | 181 | 37% | N/A |