LeadIQ logo
Learn more at LeadIQ.com
Opal Wealth Advisors logo

Opal Wealth Advisors Employee Directory

Financial ServicesNew York, United States11-50 Employees

Opal Wealth Advisors has about 26 employees, all of them in North America. Banking and Finance make up over half of the profiles with a known department.

Find Opal Wealth Advisors employees' phone numbers or email addresses

Opal Wealth Advisors Global Highlights

Location
Employees

North America
32

Minus sign iconPlus sign icon
  • United States Of America
    32

Opal Wealth Advisors's Leadership

  • Financial Advisor, Principal At Opal Wealth Advisors at Opal Wealth Advisors
    L. K.
    Financial Advisor, Principal At Opal Wealth Advisors
    Mobile Phone
  • Financial Advisor, Principal at Opal Wealth Advisors
    J. F.
    Financial Advisor, Principal
    Mobile Phone
  • Performance Coaching Intern at Opal Wealth Advisors
    M. L.
    Performance Coaching Intern
    Mobile Phone
  • Operations Associate at Opal Wealth Advisors
    D. G.
    Operations Associate
    Mobile Phone
  • Client Service Associate at Opal Wealth Advisors
    J. M.
    Client Service Associate
    Mobile Phone
  • Financial Advisor at Opal Wealth Advisors
    K. D. C.
    Financial Advisor
    Mobile Phone

Opal Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Legal
  • Business Development
  • Other

Banking is the largest department at 80% of profiles with a known department, followed by Finance (10%) and Legal (10%).

Contact profiles from Opal Wealth Advisors

Name
Title
Contact
Location
Last Update
  • Financial Advisor, Principal At Opal Wealth Advisors at Opal Wealth Advisors
    L. K.
    Financial Advisor, Principal At Opal Wealth Advisors
    Mobile Phone
    Sep 07, 2026
  • Financial Advisor, Principal at Opal Wealth Advisors
    J. F.
    Financial Advisor, Principal
    Mobile Phone
    Jun 25, 2024
  • Performance Coaching Intern at Opal Wealth Advisors
    M. L.
    Performance Coaching Intern
    Mobile Phone
    Jun 29, 2026
  • Operations Associate at Opal Wealth Advisors
    D. G.
    Operations Associate
    Mobile Phone
    Sep 19, 2026
  • Client Service Associate at Opal Wealth Advisors
    J. M.
    Client Service Associate
    Mobile Phone
    Oct 17, 2024
  • Financial Advisor at Opal Wealth Advisors
    K. D. C.
    Financial Advisor
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What are the largest departments at Opal Wealth Advisors?

Minus sign iconPlus sign iconBanking is the largest department at 80% of profiles with a known department, followed by Finance (10%) and Legal (10%).

How many employees does Opal Wealth Advisors have currently?

Minus sign iconPlus sign iconOpal Wealth Advisors has approximately 26 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Opal Wealth Advisors's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Opal Wealth Advisors's key employees include:

  • Financial Advisor, Principal At Opal Wealth Advisors: L. K.
  • Financial Advisor, Principal: J. F.
  • Performance Coaching Intern: M. L.
  • Operations Associate: D. G.
  • Client Service Associate: J. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Opal Wealth Advisors's most common email format?

Minus sign iconPlus sign iconOpal Wealth Advisors employees' email format typically follows the pattern of First.Last@opalwealthadvisors.com. Trying to find reliable and up-to-date employee contact data? Find more Opal Wealth Advisors email formats with LeadIQ.

What is Opal Wealth Advisors known for?

Minus sign iconPlus sign iconOpal Wealth Advisors was founded in 2019 and operates in the Financial Services industry. Explore Opal Wealth Advisors's company overview page for more information.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.