Optima Financial

Insurance · Florida, United States · 11-50 Employees

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Overview

Headquarters

601 Heritage Dr PMB 236, Jupiter, Florid...

Phone Number

(415) 408-7763

Revenue

<$5 Million

Industry

Insurance Business Services Project Management

About Optima Financial

Simplicity Group offers the Simplicity Agent Center, a comprehensive platform designed to help agents build and scale their practices. The platform provides access to proprietary content, industry tools, and personalized business updates, enabling agents to work more efficiently and focus on client service. It features business tracking, customizable marketing materials, and exclusive training resources to enhance agents' expertise. Targeting insurance agents and advisors, Simplicity Group aims to be the all-in-one hub for growth and success in the financial services industry.Explore more
Optima Financial's Social MediaSIC Code 64,641NAICS Code 52,524Show more

Optima Financial Org Chart

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Sales Director

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Sales Director, Life

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Key Account Manager

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Compare Similar Companies to Optima Financial

Compare insights from companies similar to Optima Financial, 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

Optima Financial

<$5M
11-50
Private
-
2009
AD
Andrew DeckerSales Director
$8.1M
11-50
Private
<$5M
1975
$7.5M
1-10
Private
-
1993
DM
Darlene MitchellVice President, Secretary. Bookeeping
$5.1M
1-10
Private
-
1996
CF
Clark ForsterRegistered Representative CEO and Stock Broker and Agent
<$5M
1-10
Private
<$5M
1989
JW
Jennifer WoodOffice Administrator
Illustration of an envelope

Optima Financial Tech Stack

A closer look at the technologies used by Optima Financial

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Frequently Asked Questions Regarding Optima Financial

What is Optima Financial's official website?
Optima Financial's official website is www.optimafis.com
What is Optima Financial's Revenue?
Optima Financial's revenue is <$5 Million
What is Optima Financial's SIC code?
Optima Financial's SIC: 64,641
What is Optima Financial's NAICS code?
Optima Financial's NAICS: 52,524
How many employees does Optima Financial have?
Optima Financial has 11-50 employees
What industry does Optima Financial belong to?
Optima Financial is in the industry of: Insurance, Business Services, Project Management
What is Optima Financial competition?
Optima Financial top competitors include: Mitchell Insurance, CFA Insurance, Grober Imbey Insurance Agency, Dan Borowiak Insurance Agency
What companies has Optima Financial acquired?
Optima Financial has acquired the companies: InsurMark, Goheen Companies, Davis Life, Daly Insurance Brokerage Services
What technology does Optima Financial use?
Some of the popular technologies that Optima Financial uses are: WordPress.org, PHP, Cloudflare Website Optimization, Font Awesome
How do I contact Optima Financial?
Optima Financial contact info: Phone number: (415) 408-7763 Website: www.optimafis.com
What does Optima Financial do?

Simplicity Group offers the Simplicity Agent Center, a comprehensive platform designed to help agents build and scale their practices. The platform provides access to proprietary content, industry tools, and personalized business updates, enabling agents to work more efficiently and focus on client service. It features business tracking, customizab... le marketing materials, and exclusive training resources to enhance agents' expertise. Targeting insurance agents and advisors, Simplicity Group aims to be the all-in-one hub for growth and success in the financial services industry.Read More

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

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