Opes Advisors

Finance · California, United States · 201-500 Employees

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Overview

Headquarters

535 Middlefield Rd Ste 160, Menlo Park, ...

Phone Number

(408) 831-5800

Revenue

$78.1 Million

Industry

Finance Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Opes Advisors

Opes Advisors, founded in 2004 and headquartered in Cupertino, California, is a mortgage bank and wealth advisory firm.Explore more
Opes Advisors's Social MediaPopular Searchesopes advisors IncOPES AdvisorsOpes Wealth Management LLCOPES Wealth ManagementWill Steinberger - Opes Wealth ManagementSIC Code 61,616NAICS Code 52,522Show more

Opes Advisors Org Chart

PhoneEmail
MR
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Manager, Production

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AP
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Office Manager

PhoneEmail
DH
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Manager, Investment

PhoneEmail
KA
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Post Closing Manager

PhoneEmail
SR
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Loan Assisant and Office Manager

PhoneEmail

PhoneEmail
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MC
United States flag for contact location.

Mortgage Loan Coordinator

PhoneEmail
BW
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Loan Partner To Lorin Wamsley

PhoneEmail
JW
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Mortgage Advisor

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CH
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Mortgage Assistant

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ML
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Mortgage Advisor

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LS
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Senior Mortgage Advisor

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RP
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Mortgage Advisor

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EA
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Mortgage Advisor

PhoneEmail
AS
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Ma Production Assistant

PhoneEmail
JT
United States flag for contact location.

Mortgage Advisor

PhoneEmail

PhoneEmail
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Compare Similar Companies to Opes Advisors

Compare insights from companies similar to Opes Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Opes Advisors

$78.1M
201-500
Private
-
2004
MR
Michelle RachleffManager, Production
$386.7M
501-1,000
Private
-
2002
Jon Frojen, Chief Financial Officer at Beacon Pointe
Jon FrojenChief Financial Officer
$206.2M
201-500
Private
-
1988
BU
Brenda UsherChief Operating Officer
$140.3M
201-500
Private
-
-
JM
Julie McCanRegional VP, Retail Sales
$128.9M
201-500
Private
-
1955
AM
Adam MasonPresident & Board of Directors
$71.4M
201-500
Private
$5M
2008
Gene Thompson, President & Chief Executive Officer at InterLinc Mortgage Services
Gene ThompsonPresident & CEO
$59.4M
201-500
Private
-
1982
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Opes Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Opes Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Opes Advisors.

Opes Advisors Tech Stack

A closer look at the technologies used by Opes Advisors

Most Recent Scoops

Funding
Opes Advisors has received an SBA PPP loan in the amount of $148,493 from Platinum Bank resulting in the retention of 16 jobs.
Left Company
Executive Move
Funding
Opes One Advisors has received an SBA PPP loan for $150,000-350,000 from Platinum Bank.
Funding
See more scoops

Top Finance Companies

Frequently Asked Questions Regarding Opes Advisors

What is Opes Advisors's official website?
Opes Advisors's official website is www.opeswealth.com
What is Opes Advisors's Revenue?
Opes Advisors's revenue is $78.1 Million
What is Opes Advisors's SIC code?
Opes Advisors's SIC: 61,616
What is Opes Advisors's NAICS code?
Opes Advisors's NAICS: 52,522
How many employees does Opes Advisors have?
Opes Advisors has 201-500 employees
What industry does Opes Advisors belong to?
Opes Advisors is in the industry of: Finance, Lending & Brokerage
What is Opes Advisors competition?
Opes Advisors top competitors include: Mutual Mortgage, Towne Mortgage, Beacon Pointe, InterLinc Mortgage Services
What technology does Opes Advisors use?
Some of the popular technologies that Opes Advisors uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact Opes Advisors?
Opes Advisors contact info: Phone number: (408) 831-5800 Website: www.opeswealth.com
What does Opes Advisors do?

Opes Advisors, founded in 2004 and headquartered in Cupertino, California, is a mortgage bank and wealth advisory firm.... Read More

What are Opes Advisors social media links?
Opes Advisors Linkedin page Opes Advisors Twitter page Opes Advisors Facebook page
Is Opes Advisors a public company?
Opes Advisors is private company therefore does not currently have an official ticker symbol
See more information about Opes Advisors

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