Optimize Capital Markets
Finance · Canada · 51-200 Employees
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Overview
Headquarters
161 Bay St Fl 45, Toronto, Ontario, M5J ...Phone Number
(866) 209-6862Website
www.optimize.caRevenue
$8.6 MillionIndustry
About Optimize Capital Markets
Optimize Asset Management specializes in bespoke asset management services, offering tailored portfolios, pension-style strategies, and comprehensive financial planning. Their services include portfolio management, wealth management, family office services, and tax preparation, aimed at helping clients achieve their financial goals. The company provides private asset management advice with a focus on growth, utilizing institutional strategies typically reserved for pension funds. Their intended clients include individuals seeking to manage, preserve, and elevate their financial lives.Explore more
Optimize Capital Markets Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Optimize Capital Markets
$8.6M
51-200
Private
-
2008
MM
Matthew McGrathPresident, CEO & Chief Investment Officer
Optimize Capital Markets Tech Stack
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Optimize Asset Management specializes in bespoke asset management services, offering tailored portfolios, pension-style strategies, and comprehensive financial planning. Their services include portfolio management, wealth management, family office services, and tax preparation, aimed at helping clients achieve their financial goals. The company pro... Read More
