Optima Capital Management Company Profile, Contacts & Intelligence

Financial Services222 S Mill Ave7 employeesFounded 2019
3 contacts with email or phone data3 with email data1 with phone data
View verified contacts Compare competitors
Employees
7
Company source estimate
Reachable Contacts
3
Visible contacts with email or phone data
Contacts With Email
3
3 of 4 visible contacts
Departments
1
Mapped contact coverage

Optima Capital Management Overview

Optima Capital Management is a forward thinking independent, privately-owned wealth management firm offering family office, goals-based planning and investment management services to high-net-worth individuals and families. We are a wealth management firm that provides objective advice based solely on your best interests. Our commitment is to provide transparency, high-touch service, and goal-driven performance. A disciplined process. An independent perspective. A commitment to always putting clients first.

Headquarters
222 S Mill Ave
Website
optimacapitalmgt.com
Industry
Financial Services
Founded
2019
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Retirement Planning Wealth Management Portfolio Management Family Office Financial Planning

Optima Capital Management Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

3 contacts with contact data
3 with email data and 1 with phone data in the visible sample.
1 department represented
Visible contacts with email or phone data are mapped to these departments.
2 company-domain emails
Visible contacts using Optima Capital Management's company email domain.
Executive
2

Optima Capital Management People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

K
Kyle Harvey
Financial Advisor
J
Jonathan Elliott, Cpwa®, Crpc®, Cdfa®, Chsnc®, Cpfa®, Rma®
Managing Partner at Optima Capital Management
EP
C
Clinton Steinhoff, Crps®
Partner at Optima Capital Management
E
T
Tobin Wills
Cco
E

Optima Capital Management Workforce Composition

Seniority breakdown across 4 visible profiles.

Individual contributor
4

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