


Optimize Financial
Financial Services • Laguna Hills, California, United States • 1-10 Employees
Company overview
| Headquarters | 23212 Mill Creek Dr, Laguna Hills, California 92653, US |
| Phone number | +19494710000 |
| Website | |
| NAICS | 52 |
| Keywords | Comprehensive Portfolio Management, Estate Planning, Tax Planning, Education Planning, Business Planning, Cash Flow & Credit Management, Family Financial Literacy, Federal & Employee Benefits, Generosity & Charitable Giving, Insurance Planning, Real Estate & Lending |
| Founded | 2021 |
| Employees | 1-10 |
| Socials |
Key Contact at Optimize Financial
Casey Witters
Founder, President & Ceo
Optimize Financial Email Formats
Optimize Financial uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@optimizefinancial.com), used 57.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@optimizefinancial.com | 57.1% |
{first initial}.{last name} | j.doe@optimizefinancial.com | 42.9% |
About Optimize Financial
Equipping people with a simple process to grow wealth with a positive mindset!
Optimize Financial revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Optimize Financial has 3 employees across 3 departments.
Departments
Number of employees
Funding Data
Optimize Financial has never raised funding before.
Optimize Financial Tech Stack
Discover the technologies and tools that power Optimize Financial's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Issue trackers
Appointment scheduling
Blogs
Miscellaneous
Security
Miscellaneous
JavaScript frameworks
IaaS
CDN
Miscellaneous
Performance
Frequently asked questions
4.8
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