Insights

ESG Growth Optima has launched a dedicated ESG Consulting Service Line and appointed a Global Head of ESG Consulting, signaling a strategic push into ESG regulatory and risk advisory for financial institutions.

Asset & Wealth A new Global Head of Asset & Wealth Management presence creates an opportunity to offer integrated regulatory compliance, governance, and client onboarding controls for asset managers and wealth managers.

Cyber-Compliance Position Optima as an integrated provider of regulatory compliance and cybersecurity services, leveraging existing security tools to offer end-to-end risk programs, vendor risk, data protection, and incident response for financial clients.

Global Reach With scale and a global client base focus, pursue cross-border regulatory change management and multi-jurisdictional reporting solutions for banks, funds, broker-dealers, and private markets.

Leadership Signals Ongoing senior leadership hires indicate a growth trajectory and readiness for enterprise-wide transformation programs, presenting opportunities for long-term advisory and managed services engagements.

Optima Partners Tech Stack

Optima Partners uses 8 technology products and services including Unpkg, Sucuri, WordPress, and more. Explore Optima Partners's tech stack below.

  • Unpkg
    Content Delivery Network
  • Sucuri
    Content Delivery Network
  • WordPress
    Content Management System
  • Microsoft Excel
    Editors
  • Sage
    Enterprise Resource Planning
  • jQuery Migrate
    Javascript Libraries
  • X-Content-Type-Options
    Web & Portal Technology
  • HTTP/3
    Web & Portal Technology

Media & News

Optima Partners's Email Address Formats

Optima Partners uses at least 1 format(s):
Optima Partners Email FormatsExamplePercentage
First.Last@optima-partners.comJohn.Doe@optima-partners.com
100%

Frequently Asked Questions

Where is Optima Partners's headquarters located?

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Optima Partners's main headquarters is located at 750 Lexington Avenue New York, New York 10022 United States. The company has employees across 3 continents, including North AmericaEuropeAsia.

What is Optima Partners's official website and social media links?

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Optima Partners's official website is optima-partners.com and has social profiles on LinkedInCrunchbase.

What is Optima Partners's NAICS code?

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Optima Partners's NAICS code is 52 - Finance and Insurance.

How many employees does Optima Partners have currently?

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As of June 2026, Optima Partners has approximately 153 employees across 3 continents, including North AmericaEuropeAsia. Key team members include Chief Financial Officer: J. Y.President, Chief Operating Officer: M. T.Head Of Cybersecurity / Partner: S. S.. Explore Optima Partners's employee directory with LeadIQ.

What industry does Optima Partners belong to?

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Optima Partners operates in the Financial Services industry.

What technology does Optima Partners use?

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Optima Partners's tech stack includes UnpkgSucuriWordPressMicrosoft ExcelSagejQuery MigrateX-Content-Type-OptionsHTTP/3.

What is Optima Partners's email format?

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Optima Partners's email format typically follows the pattern of First.Last@optima-partners.com. Find more Optima Partners email formats with LeadIQ.

When was Optima Partners founded?

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Optima Partners was founded in 2014.

Optima Partners

Financial ServicesNew York, United States51-200 Employees

Optima Partners is a financial services firm established in 2014 that provides regulatory compliance and cybersecurity consulting to financial institutions worldwide. The company is based in New York City at 750 Lexington Avenue and employs 51 to 200 people. Its advisory scope includes investment managers, hedge funds, broker-dealers, private equity, private credit, venture capital, and other financial services firms that must meet laws and regulations across the globe. In 2023, Optima Partners expanded its offerings with the launch of an ESG Consulting Service Line and announced leadership appointments including a Global Head of ESG Consulting and a Global Head of Asset & Wealth Management. The firm positions itself as a global regulatory compliance and cybersecurity advisory provider within the financial services industry.

Section iconCompany Overview

Headquarters
750 Lexington Avenue New York, New York 10022 United States
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
51-200

Section iconFunding & Financials

  • $500M$1B

    Optima Partners's revenue is estimated to be in the range of $500M$1B

Section iconFunding & Financials

  • $500M$1B

    Optima Partners's revenue is estimated to be in the range of $500M$1B

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