Company Email Format Management

Optas Capital

Financial Services Austin, Tx, United States 8 employees

Employees: 8
Contacts: 2
Emails: 2
Phones: 1

optascapital.com LinkedIn

Optas Capital Overview

Headquarters: Austin, Tx, United States
Phone Number: Available in AeroLeads
Website: optascapital.com
Industry: Financial Services
Employees: 8
Founded: 2019
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Planning Tax Planning Estate Planning Asset Management Advice and Guidance

About Optas Capital

Optas Capital is a forward-thinking wealth management and financial advisory firm dedicated to helping entrepreneurs, executives, and high-net-worth individuals achieve clarity and confidence in their financial lives. The firm blends strategic investment management with deeply personalized financial planning to empower clients to grow, protect, and enjoy their wealth with purpose. Optas Capital is known for its proactive approach to planning, tax strategy, and business integration—offering strategic advice that aligns wealth with life goals. With a focus on transparency, fiduciary duty, and long-term partnership, the firm builds enduring relationships rooted in trust and performance.

Optas Capital Contact Details

People in AeroLeads: 2
With contact data: 2
Email contacts: 2; 100.0% coverage
Phone contacts: 1; 50.0% coverage

Optas Capital Org Chart

Sample employees and titles

Name	Title	Location	Contact
Michael Berger	Chief Compliance Officer at Optas	San Francisco, California, United States	Email
Blake Broussard	Wealth Management Associate - Enhancing	Austin, Texas, United States	Email Phone