Optimis Wealth

Finance · Tennessee, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

1600 Division St Ste 400, Nashville, Ten...

Phone Number

(615) 742-8721

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Optimis Wealth

Optimis Wealth is a financial services firm based in Nashville, TN, specializing in wealth management and investment strategies. The company aims to provide personalized financial planning and investment solutions to individuals and families. Their services are designed to help clients achieve their financial goals through tailored investment strategies and comprehensive financial advice. Optimis Wealth primarily targets clients seeking to optimize their wealth and secure their financial future.Explore more
Optimis Wealth's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Optimis Wealth Org Chart

PhoneEmail
RG
United States flag for contact location.

Director, Investments

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
BJ
United States flag for contact location.

Private Wealth Advisor

PhoneEmail
KB
United States flag for contact location.

Associate Private Wealth Advisor

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to Optimis Wealth

Compare insights from companies similar to Optimis Wealth, 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

Optimis Wealth

<$5M
1-10
Private
-
-
RG
Ryan GeislerDirector, Investments
$8.6M
11-50
Private
-
1990
AT
Aline TayouraneDirector, Workflow Operations
$7.8M
11-50
Private
-
2001
<$5M
1-10
Private
-
-
AD
Ashley DickersonChief Operating Officer
<$5M
11-50
Private
-
-
PG
Parker GillChief Operating Officer
<$5M
11-50
Private
-
1991
KO
Kathy OlesonDirector, Human Resources
Illustration of an envelope

Optimis Wealth Tech Stack

A closer look at the technologies used by Optimis Wealth

Top Finance Companies

Frequently Asked Questions Regarding Optimis Wealth

What is Optimis Wealth's official website?
Optimis Wealth's official website is www.optimiswealth.com
What is Optimis Wealth's Revenue?
Optimis Wealth's revenue is <$5 Million
What is Optimis Wealth's SIC code?
Optimis Wealth's SIC: 62,628
What is Optimis Wealth's NAICS code?
Optimis Wealth's NAICS: 52,523
How many employees does Optimis Wealth have?
Optimis Wealth has 1-10 employees
What industry does Optimis Wealth belong to?
Optimis Wealth is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Optimis Wealth competition?
Optimis Wealth top competitors include: Integrum Wealth, Luca Partners, Gould Financial Group, Beauchamp Maleki
What technology does Optimis Wealth use?
Some of the popular technologies that Optimis Wealth uses are: Cloudflare Security, Amazon CloudFront, Amazon S3
How do I contact Optimis Wealth?
Optimis Wealth contact info: Phone number: (615) 742-8721 Website: www.optimiswealth.com
What does Optimis Wealth do?

Optimis Wealth is a financial services firm based in Nashville, TN, specializing in wealth management and investment strategies. The company aims to provide personalized financial planning and investment solutions to individuals and families. Their services are designed to help clients achieve their financial goals through tailored investment strat... egies and comprehensive financial advice. Optimis Wealth primarily targets clients seeking to optimize their wealth and secure their financial future.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.