Optimize Wealth Management
Financial Services • • 1-10 Employees
Company overview
| Headquarters | XX |
| NAICS | 52 |
| Employees | 1-10 |
Key Contact at Optimize Wealth Management
Michael Mcgrath
Director, Corporate Development Optimize Financial Group
Optimize Wealth Management Email Formats
Optimize Wealth Management uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@optimize.ca), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@optimize.ca | 100% |
$
Optimize Wealth Management 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
Entry
Manager
C-Suite
Employees by Department
Optimize Wealth Management has 10 employees across 3 departments.
Departments
Number of employees
Funding Data
Optimize Wealth Management has never raised funding before.
United States
Spain
United Kingdom
ItalyFrequently asked questions
Optimize Wealth Management is located in XX.
Optimize Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.
4.8
40,000 users
