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Insights

Boutique Growth Target high-net-worth first-generation and multi-generational families in Dallas seeking personalized, discreet wealth governance. Position Optima as a Personal CFO-style partner to expand advisory services and deepen client relationships beyond investments.

DCG Stability Leverage recognition in Dallas-Fort Worth and top wealth manager listings to open conversations about comprehensive financial planning, tax strategy, and legacy planning for families navigating intergenerational wealth transition.

Tech Enablement Highlight the existing tech stack (Snowplow, AWS, WordPress, CRM-friendly tools) to discuss scalable, secure digital advisory experiences and data-driven reporting as a differentiator for sophisticated families.

Boutique Scale Emphasize our intimate team size as a selling point for tailored, confidential service while exploring partnerships or referrals with larger firms for selective outsourcing of specialized services (tax, estate planning, legacy strategies).

Growth Opportunities Capitalize on revenue range and active media recognition to propose expanding services such as next-gen engagement programs, philanthropy governance, and multi-generational investment governance to increase wallet share.

Similar companies to Optima Asset Management, Inc.

Optima Asset Management, Inc. Tech Stack

Optima Asset Management, Inc. uses 8 technology products and services including Snowplow, Amazon Web Services, Duda, and more. Explore Optima Asset Management, Inc.'s tech stack below.

Optima Asset Management, Inc.'s Email Address Formats

Optima Asset Management, Inc. uses at least 2 email formats:
Optima Asset Management, Inc. Email FormatsExamplePercentage
First@optimaassetmgt.comJohn@optimaassetmgt.com
71%
First.Last@optimaassetmgt.comJohn.Doe@optimaassetmgt.com
29%

Frequently Asked Questions

What is Optima Asset Management, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Optima Asset Management, Inc.'s main corporate office by phone at
+1-972-726-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Optima Asset Management, Inc.'s official website and social media links?

Minus sign iconPlus sign iconOptima Asset Management, Inc.'s official website is optimaassetmgt.com and has social profiles on LinkedIn.

How much revenue does Optima Asset Management, Inc. generate?

Minus sign iconPlus sign icon As of September 2026, Optima Asset Management, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Optima Asset Management, Inc.'s NAICS code?

Minus sign iconPlus sign iconOptima Asset Management, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Optima Asset Management, Inc. have currently?

Minus sign iconPlus sign iconAs of September 2026, Optima Asset Management, Inc. has approximately 5 employees across 1 continents, including North America. Key team members include Chief Executive Officer: N. J., President: P. L. and Executive Vice President: A. P. Explore Optima Asset Management, Inc.'s employee directory with LeadIQ.

What industry does Optima Asset Management, Inc. belong to?

Minus sign iconPlus sign iconOptima Asset Management, Inc. operates in the Financial Services industry.

What technology does Optima Asset Management, Inc. use?

Minus sign iconPlus sign iconOptima Asset Management, Inc.'s tech stack includes Snowplow, Amazon Web Services, Duda, WordPress, MySQL, Brevo, WP Engine and Facebook.

What is Optima Asset Management, Inc.'s email format?

Minus sign iconPlus sign iconOptima Asset Management, Inc.'s email format typically follows the pattern of First@optimaassetmgt.com. Find more Optima Asset Management, Inc. email formats with LeadIQ.

When was Optima Asset Management, Inc. founded?

Minus sign iconPlus sign iconOptima Asset Management, Inc. was founded in 1995.
Optima Asset Management, Inc. logo

Optima Asset Management, Inc.

Financial ServicesTexas, United States2-10 Employees

Optima Asset Management, Inc. operates in the financial services sector, offering personalized guidance to individuals and families facing complex wealth management needs. Its services are centered on a Personal CFO approach, coordinating investment strategies, tax planning, risk assessment, and multi-generational planning to support long-term stability, stewardship, and legacy preservation. The firm targets first-generation wealth creators and multi-generational families who value discretion and a long-term perspective, aiming to provide clarity and confidence through life’s transitions. Based in Dallas, Texas, the company describes itself as helping clients protect lifestyle and peace of mind by aligning investment, tax, and legacy planning with their broader financial life. Recent statements indicate recognition within the local wealth management community, including listings on regional rankings for wealth managers. Investment advisory services are provided by Optima Asset Management, Inc., with standard disclosures regarding investment risk and regulatory information.

Section iconCompany Overview

Phone number
+1-972-726-****
Website
optimaassetmgt.com
NAICS Code
52 - Finance and Insurance
Founded
1995
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M - $10M

    Optima Asset Management, Inc.'s revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Chief Executive Officer at Optima Asset Management, Inc.
    N. J.
    Chief Executive Officer
    Mobile Phone
  • President at Optima Asset Management, Inc.
    P. L.
    President
    Mobile Phone
  • Executive Vice President at Optima Asset Management, Inc.
    A. P.
    Executive Vice President
    Mobile Phone
  • Office Manager at Optima Asset Management, Inc.
    A. W.
    Office Manager
    Mobile Phone

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