Insights

Growth scale OPES Financial Solutions has a mid-sized workforce (51-200 employees) and substantial revenue ($100M-$250M), indicating an established operation with potential for enterprise-level financial services partnerships and scalable technology solutions.

Financial literacy focus The company emphasizes financial literacy and nonjudgmental guidance, suggesting opportunities for partnerships around education platforms, budgeting tools, and advisory services that can be bundled with product offerings.

Tech-forward services Adoption of modern software and web technologies (cloud services, dynamic fonts, analytics-ready infrastructure) points to openness to additional financial software integrations, data analytics, and cloud-based security solutions.

Partnership model Licensed advisors shop products through established brands via partnerships, creating a channel-friendly path for white-label solutions, co-branded campaigns, or preferred vendor agreements.

Market positioning Revenue in the 100M-250M range alongside peers with large headcounts signals a competitive tier where mid-market financial services tech and customer experience enhancements can differentiate OPES in a crowded market.

OPES Financial Solutions Tech Stack

OPES Financial Solutions uses 8 technology products and services including Cloudflare, Cloudflare DNS, Font Awesome, and more. Explore OPES Financial Solutions's tech stack below.

  • Cloudflare
    Content Management System
  • Cloudflare DNS
    Domain Name Services
  • Font Awesome
    Font Scripts
  • Google Fonts API
    Font Scripts
  • Twemoji
    Font Scripts
  • jQuery
    Javascript Libraries
  • Slider Revolution
    Miscellaneous
  • Apache
    Web Servers

OPES Financial Solutions's Email Address Formats

OPES Financial Solutions uses at least 1 format(s):
OPES Financial Solutions Email FormatsExamplePercentage
First@opesfinancialsolutions.comJohn@opesfinancialsolutions.com
53%
First.Last@opesfinancialsolutions.comJohn.Doe@opesfinancialsolutions.com
39%
FirstLast@opesfinancialsolutions.comJohnDoe@opesfinancialsolutions.com
8%

Frequently Asked Questions

What is OPES Financial Solutions's phone number?

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You can contact OPES Financial Solutions's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is OPES Financial Solutions's official website and social media links?

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OPES Financial Solutions's official website is opesfinancialsolutions.com and has social profiles on LinkedIn.

How much revenue does OPES Financial Solutions generate?

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As of July 2026, OPES Financial Solutions's annual revenue is estimated to be $100M - $250M.

What is OPES Financial Solutions's NAICS code?

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OPES Financial Solutions's NAICS code is 52 - Finance and Insurance.

How many employees does OPES Financial Solutions have currently?

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As of July 2026, OPES Financial Solutions has approximately 85 employees across 3 continents, including North AmericaAsiaOceania. Key team members include Chief Operating Officer: S. A. K.Managing Director And President: M. L.Vice President: D. A.. Explore OPES Financial Solutions's employee directory with LeadIQ.

What industry does OPES Financial Solutions belong to?

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OPES Financial Solutions operates in the Financial Services industry.

What technology does OPES Financial Solutions use?

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OPES Financial Solutions's tech stack includes CloudflareCloudflare DNSFont AwesomeGoogle Fonts APITwemojijQuerySlider RevolutionApache.

What is OPES Financial Solutions's email format?

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OPES Financial Solutions's email format typically follows the pattern of First@opesfinancialsolutions.com. Find more OPES Financial Solutions email formats with LeadIQ.

When was OPES Financial Solutions founded?

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OPES Financial Solutions was founded in 2010.
OPES Financial Solutions logo

OPES Financial Solutions

Financial ServicesTexas, United States51-200 Employees

OPES Financial Solutions operates in the financial services sector, providing nonjudgmental, open-minded financial guidance for American households. Its licensed members perform a complementary, state-of-the-art financial needs analysis and then coordinate a range of products through partnerships with established financial services brands to address individual family needs. The company positions itself as accessible to a broad customer base, aiming to help people protect loved ones and achieve financial prosperity by emphasizing financial literacy and preparation. Based in McKinney, Texas, OPES serves clients within the United States and maintains a consumer-focused approach through licensed professionals who guide clients through tailored solutions rather than promoting a single product. The business is structured to offer financial planning support through a network of professionals who utilize software tools to support analysis and product shopping, reflecting a client-centric model within the broader financial services landscape.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2010
Employees
51-200

Section iconFunding & Financials

  • $100M - $250M

    OPES Financial Solutions's revenue is estimated to be in the range of $100M - $250M

Section iconFunding & Financials

  • $100M - $250M

    OPES Financial Solutions's revenue is estimated to be in the range of $100M - $250M

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