Optimal Capital

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

12935 S West Bay Shore Dr Ste 305, Trave...

Phone Number

(231) 933-4677

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Optimal Capital

Optimal Capital is a boutique investment firm dedicated to elevating industry standards of care by prioritizing client interests. They offer innovative wealth management solutions tailored for family offices and individual investors, focusing on risk management and integrating alternative investments into traditional portfolios. Their services include outsourced Chief Investment Officer (CIO) solutions, asset allocation modeling, and access to exclusive institutional-quality private investments. Optimal Capital aims to provide a comprehensive suite of solutions that help clients achieve their financial goals.Explore more
Optimal Capital's Social MediaPopular SearchesOptimal CapitalOptimal Capital Group Insurance Services LLCOptimal Advisor SolutionsOptimal Capital AdvisorsOptimal Capital Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Optimal Capital Org Chart

PhoneEmail
JB
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Founder & Chief Investment Officer

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RW
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General Counsel

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IR
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Senior Associate, Private Capital

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Optimal Capital

<$5M
1-10
Private
<$5M
2008
JB
Jay BatchaFounder & Chief Investment Officer
<$5M
11-50
Private
-
2009
CC
Candace CavalierCco General Counsel
<$5M
11-50
Private
-
2003
Pearce Landry, Partner and Chief Investment Officer at Granville Capital
Pearce LandryPartner and Chief Investment Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
11-50
Private
-
2005
AP
Alexander PonchakPartner & Chief Financial Officer
<$5M
1-10
Private
-
1996
DC
Dana CrosbyWealth Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Optimal Capital financials insights

Gather financial insights about Optimal Capital, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$45K

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Optimal Capital Tech Stack

A closer look at the technologies used by Optimal Capital

Top Finance Companies

Frequently Asked Questions Regarding Optimal Capital

What is Optimal Capital's official website?
Optimal Capital's official website is www.optimalcapital.com
What is Optimal Capital's Revenue?
Optimal Capital's revenue is <$5 Million
What is Optimal Capital's SIC code?
Optimal Capital's SIC: 62,628
What is Optimal Capital's NAICS code?
Optimal Capital's NAICS: 52,523
How many employees does Optimal Capital have?
Optimal Capital has 1-10 employees
What industry does Optimal Capital belong to?
Optimal Capital is in the industry of: Finance, Securities Trading
What is Optimal Capital competition?
Optimal Capital top competitors include: Journey Capital Advisers, Granville Capital, Congress Wealth Management, CoastEdge Partners
What technology does Optimal Capital use?
Some of the popular technologies that Optimal Capital uses are: Drupal, Microsoft 365, Google Tag Manager, jsDelivr
How do I contact Optimal Capital?
Optimal Capital contact info: Phone number: (231) 933-4677 Website: www.optimalcapital.com
What does Optimal Capital do?

Optimal Capital is a boutique investment firm dedicated to elevating industry standards of care by prioritizing client interests. They offer innovative wealth management solutions tailored for family offices and individual investors, focusing on risk management and integrating alternative investments into traditional portfolios. Their services incl... ude outsourced Chief Investment Officer (CIO) solutions, asset allocation modeling, and access to exclusive institutional-quality private investments. Optimal Capital aims to provide a comprehensive suite of solutions that help clients achieve their financial goals.Read More

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

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