Optas

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

15431 Fitzhugh Rd Ste 203, Dripping Spri...

Phone Number

(415) 466-3980

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Optas

Optas Capital is an independent financial firm that specializes in addressing the unique and complex needs of first-generation wealth. The firm takes a thoughtful approach to partnering with clients, helping them navigate their financial journey with careful decision-making. Optas Capital aims to provide personalized advisory services tailored to each client's individual circumstances. Their focus is on building lasting relationships with clients as they manage and grow their wealth.Explore more
Optas's Social MediaPopular SearchesOptas LLCOptasOptas CapitalSIC Code 62,628NAICS Code 52,523Show more

Optas Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Optas

<$5M
11-50
Private
-
2007
MS
Megan ShannonChief of Staff
$9M
11-50
Private
-
-
JS
Jason SechristFinancial Advisor
<$5M
11-50
Private
-
2018
N/A
<$5M
11-50
Private
-
-
CS
Cassandra StricklandFinancial Planning Support Specialist
<$5M
1-10
Private
-
2009
MM
Michael MaskillVice President
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Optas Tech Stack

Optas News & Media

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Frequently Asked Questions Regarding Optas

What is Optas's official website?
Optas's official website is www.optascapital.com
What is Optas's Revenue?
Optas's revenue is <$5 Million
What is Optas's SIC code?
Optas's SIC: 62,628
What is Optas's NAICS code?
Optas's NAICS: 52,523
How many employees does Optas have?
Optas has 11-50 employees
What industry does Optas belong to?
Optas is in the industry of: Finance, Securities Trading
What is Optas competition?
Optas top competitors include: Mdk Private Wealth Management, TLVfinancial, C 2 Wealth Strategies, Summit Wealth Advisors
What technology does Optas use?
Some of the popular technologies that Optas uses are: Google Universal Analytics, Squarespace Online Stores, Adobe Typekit, Microsoft 365
How do I contact Optas?
Optas contact info: Phone number: (415) 466-3980 Website: www.optascapital.com
What does Optas do?

Optas Capital is an independent financial firm that specializes in addressing the unique and complex needs of first-generation wealth. The firm takes a thoughtful approach to partnering with clients, helping them navigate their financial journey with careful decision-making. Optas Capital aims to provide personalized advisory services tailored to e... ach client's individual circumstances. Their focus is on building lasting relationships with clients as they manage and grow their wealth.Read More

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

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