Optimis Wealth

Finance · Tennessee, United States · 1-10 Employees

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Overview

Headquarters

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

Phone Number

(615) 742-8721

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
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ZI Rank
1
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About Optimis Wealth

Optimis Wealth is an office of Northwestern Mutual located in Nashville, TN, specializing in financial planning and wealth management. The company employs a team-based approach to help clients achieve their financial goals, providing a high level of service and expertise. Recognized by Forbes as a top financial security professional and wealth advisor, Optimis Wealth aims to enhance the client experience through collaboration and tailored strategies. Their services cater to individuals seeking comprehensive financial solutions, including investment advisory and insurance services.Explore more
Optimis Wealth's Social MediaPopular SearchesOptimis Wealthoptimiswealth.comOptimisOptimis Wealth - Northwestern Mutualof Northwestern Mutual Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Optimis Wealth Org Chart

PhoneEmail
KB
United States flag for contact location.

Chief Operating Officer

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Optimis Wealth

<$5M
1-10
Private
-
-
KB
Kate BraceyChief Operating Officer
$8.6M
11-50
Private
-
1990
JC
Jennifer CarpenterDirector, Wealth Management Services
$7.8M
11-50
Private
-
2001
<$5M
1-10
Private
-
-
Ashley Joyce, Associate Partner and Chief Operating Officer at Integrum Wealth
Ashley JoyceAssociate Partner and Chief Operating Officer
<$5M
11-50
Private
-
-
PG
Parker GillChief Operating Officer
<$5M
1-10
Private
-
1955
JG
Jonathan GraeserWealth Management Advisor
<$5M
11-50
Private
-
1991
Jacquelyn Coleman, Chief Operating Officer at Gould Financial Group
Jacquelyn ColemanChief Operating Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

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, Insurance, Securities Trading
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: reCAPTCHA, Cloudflare Website Optimization, Cloudflare CDN, JQuery 1.11.1
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 an office of Northwestern Mutual located in Nashville, TN, specializing in financial planning and wealth management. The company employs a team-based approach to help clients achieve their financial goals, providing a high level of service and expertise. Recognized by Forbes as a top financial security professional and wealth advi... sor, Optimis Wealth aims to enhance the client experience through collaboration and tailored strategies. Their services cater to individuals seeking comprehensive financial solutions, including investment advisory and insurance services.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

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