Opinicus Wealth Management
Likely to Engage tag.Highly Engaged Employees

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

3014 W Palmira Ave Ste 201, Tampa, Flori...

Phone Number

(813) 443-4767

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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May
ZI Rank
1
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About Opinicus Wealth Management

Opinicus is a comprehensive financial services firm that specializes in strategic financial planning, investment management, tax and accounting, risk management, and business consulting. The company primarily serves affluent clients, including entrepreneurs, multi-generational families, and retirees, who typically have at least $1 million in liquid investable assets. With a focus on providing tailored financial strategies and a white-glove service model, Opinicus aims to support clients in navigating their complex financial landscapes. Founded on principles of integrity and trust, the firm partners with clients to help them achieve their financial goals.Explore more
Opinicus Wealth Management's Social MediaPopular SearchesOpinicus Wealth ManagementOpinicus Capital IncOpinicusOpinicus Management LLCOPINICUS FINANCIAL GROUP IncSIC Code 62,628NAICS Code 52,523Show more

Opinicus Wealth Management Org Chart

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Kimberly Burdette-Hord, Chief Operating Officer at Opinicus Wealth Management
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Chief Operating Officer

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Building Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Opinicus Wealth Managemen...

<$5M
1-10
Private
-
2009
Kimberly Burdette-Hord, Chief Operating Officer at Opinicus Wealth Management
Kimberly Burdette-HordChief Operating Officer
$5.1M
1-10
Private
-
2003
EG
Ernie GrossBusiness Development Officer
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2006
JS
Jamie ShuhiOffice Manager
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
2014
MA
Mark AlcornFounding Member and President
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Opinicus Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Opinicus Wealth Management Tech Stack

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Frequently Asked Questions Regarding Opinicus Wealth Management

What is Opinicus Wealth Management's official website?
Opinicus Wealth Management's official website is www.opinicusinc.com
What is Opinicus Wealth Management's Revenue?
Opinicus Wealth Management's revenue is <$5 Million
What is Opinicus Wealth Management's SIC code?
Opinicus Wealth Management's SIC: 62,628
What is Opinicus Wealth Management's NAICS code?
Opinicus Wealth Management's NAICS: 52,523
How many employees does Opinicus Wealth Management have?
Opinicus Wealth Management has 1-10 employees
What industry does Opinicus Wealth Management belong to?
Opinicus Wealth Management is in the industry of: Finance, Securities Trading
What is Opinicus Wealth Management competition?
Opinicus Wealth Management top competitors include: Diversified Wealth Management Solutions, Vibrance Wealth Management, Barron Financial Group, Core Wealth Management
What technology does Opinicus Wealth Management use?
Some of the popular technologies that Opinicus Wealth Management uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, GoDaddy DNS
How do I contact Opinicus Wealth Management?
Opinicus Wealth Management contact info: Phone number: (813) 443-4767 Website: www.opinicusinc.com
What does Opinicus Wealth Management do?

Opinicus is a comprehensive financial services firm that specializes in strategic financial planning, investment management, tax and accounting, risk management, and business consulting. The company primarily serves affluent clients, including entrepreneurs, multi-generational families, and retirees, who typically have at least $1 million in liquid... investable assets. With a focus on providing tailored financial strategies and a white-glove service model, Opinicus aims to support clients in navigating their complex financial landscapes. Founded on principles of integrity and trust, the firm partners with clients to help them achieve their financial goals.Read More

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

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