Optimal AdvisorAI
Financial Services • • 1-10 Employees
Company overview
| Headquarters | XX |
| Website | |
| NAICS | 52 |
| Founded | 2024 |
| Employees | 1-10 |
Key Contacts at Optimal AdvisorAI
David Itzkovits
Co-Founder
Craig Kirkpatrick
Co-Founder
Leonie Samuels
Marketing Director
Optimal AdvisorAI Email Formats
Optimal AdvisorAI uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@optimaladvisorai.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@optimaladvisorai.com | 50% |
{first name}{last name} | johndoe@optimaladvisorai.com | 50% |
About Optimal AdvisorAI
We simplify AI for financial professionals and their offices. At Optimal AdvisorAI we focus on saving financial professionals time by integrating AI into daily practices. With over 3,000+ hours and 7,500 prompts using AI models to date, we have worked directly with financial professional and their firms throughout the world on how to leverage these tools to increase efficiency, enhance client connections and drive growth. We empower financial professionals and their firms with AI workshops, courses, and consulting, enabling practical application in their work. Plus, our monthly AI tool updates help our clients maintain a competitive edge in a rapidly evolving industry. Our goal is simple, to bridge the knowledge gap between financial service professionals and help them leverage AI to better optimize their time and practice. Please visit our website to learn more. www.optimaladvisorAI.com.
Optimal AdvisorAI revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Optimal AdvisorAI has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
Optimal AdvisorAI has never raised funding before.
Optimal AdvisorAI Tech Stack
Discover the technologies and tools that power Optimal AdvisorAI's digital infrastructure, from frameworks to analytics platforms.
Video players
Form builders
Analytics
JavaScript libraries
JavaScript libraries
CDN
JavaScript libraries
Miscellaneous
Security
Programming languages
Blogs
Analytics
France
United Kingdom
Ireland
SpainFrequently asked questions
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40,000 users
