Insights

Focused Client Base Optcapital’s specialization in deferred and incentive compensation for a diverse range of clients including Fortune 1000 executives, law firms, hedge fund managers, and public corporations presents opportunities to offer advanced financial technology solutions and tailored service enhancements to these high-value sectors.

Financial Stability With a robust funding level of 1.3 billion dollars and revenue ranging from 10 to 25 million dollars, Optcapital demonstrates strong financial health, making it a promising partner for collaborative financial services, technology integration, and strategic expansion initiatives.

Established Industry Presence Having served clients since 1998 and maintaining certifications like SIPC and SSAE No. 16 since 2004, Optcapital’s long-standing reputation offers a foundation for credibility and trust, facilitating pitch opportunities for advanced compliance and security solutions.

Technology Adoption Utilizing diverse technical tools including Microsoft 365, PHP, and SEO technologies indicates that Optcapital values digital infrastructure and online presence, opening avenues to offer cloud-based solutions, cybersecurity enhancements, and digital engagement services.

Growth Potential Operating in a niche yet expanding industry with a proven client focus and significant assets under administration, Optcapital presents sales opportunities around innovative compensation solutions, financial advisory services, and technological upgrades tailored to the financial services sector.

Similar companies to Optcapital, LLC

Optcapital, LLC Tech Stack

Optcapital, LLC uses 8 technology products and services including Statcounter, Google Hosted Libraries, oEmbed, and more. Explore Optcapital, LLC's tech stack below.

  • Statcounter
    Analytics
  • Google Hosted Libraries
    Content Delivery Network
  • oEmbed
    Dev Tools
  • Microsoft 365
    Email
  • Google Fonts API
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • PHP
    Programming Languages
  • Yoast SEO
    Search Engines

Media & News

Optcapital, LLC's Email Address Formats

Optcapital, LLC uses at least 1 format(s):
Optcapital, LLC Email FormatsExamplePercentage
First.Last@optcapital.comJohn.Doe@optcapital.com
85%
Last@optcapital.comDoe@optcapital.com
8%
First@optcapital.comJohn@optcapital.com
3%
FLast@optcapital.comJDoe@optcapital.com
4%

Frequently Asked Questions

Where is Optcapital, LLC's headquarters located?

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Optcapital, LLC's main headquarters is located at 200 South College Street Charlotte, North Carolina 28202 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Optcapital, LLC's phone number?

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You can contact Optcapital, LLC'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 Optcapital, LLC's official website and social media links?

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Optcapital, LLC's official website is optcapital.com and has social profiles on LinkedInCrunchbase.

How much revenue does Optcapital, LLC generate?

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As of January 2026, Optcapital, LLC's annual revenue is estimated to be $1.4M.

What is Optcapital, LLC's SIC code NAICS code?

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Optcapital, LLC's SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does Optcapital, LLC have currently?

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As of January 2026, Optcapital, LLC has approximately 16 employees across 2 continents, including North AmericaAsia. Key team members include Ceo: R. E.Cfo: J. T.Chief Operations Officer: C. C.. Explore Optcapital, LLC's employee directory with LeadIQ.

What industry does Optcapital, LLC belong to?

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Optcapital, LLC operates in the Financial Services industry.

What technology does Optcapital, LLC use?

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Optcapital, LLC's tech stack includes StatcounterGoogle Hosted LibrariesoEmbedMicrosoft 365Google Fonts APIJSON-LDPHPYoast SEO.

What is Optcapital, LLC's email format?

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Optcapital, LLC's email format typically follows the pattern of First.Last@optcapital.com. Find more Optcapital, LLC email formats with LeadIQ.

How much funding has Optcapital, LLC raised to date?

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As of January 2026, Optcapital, LLC has raised $1.3B in funding. The last funding round occurred on Jun 17, 2022 for $1.3B.

When was Optcapital, LLC founded?

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Optcapital, LLC was founded in 1998.

Optcapital, LLC

Financial ServicesNorth Carolina, United States11-50 Employees

Optcapital specializes in deferred and incentive compensation.  Founded in 1998, today we administer $3 billion of deferred and incentive compensation.  Rick Ehrhart, JD and Bob Avinger, PhD started the company in a joint venture with Wachovia Bank to provide a new and better type of deferred compensation to Fortune 1000 executives.  We continued to innovate, and re-directed our focus to contingency fee law firms and hedge funds.

Over the years our clientele has expanded from public corporations to law firms, hedge fund managers, and their partners.  But our mission remains the same - provide optimal, complete and practical deferred and incentive compensation solutions.  

Member SIPC (www.sipc.org) and SSAE No. 16 certified since 2004

Headquarters
200 South College Street
16th Floor
Charlotte, NC  28202
(704)731-5990

Section iconCompany Overview

Headquarters
200 South College Street Charlotte, North Carolina 28202 United States
Phone number
SIC Code
8742 - Management Consulting Services
NAICS Code
52 - Finance and Insurance
Founded
1998
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1.3B

    Optcapital, LLC has raised a total of $1.3B of funding over 2 rounds. Their latest funding round was raised on Jun 17, 2022 in the amount of $1.3B.

  • $10M$25M

    Optcapital, LLC's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $1.3B

    Optcapital, LLC has raised a total of $1.3B of funding over 2 rounds. Their latest funding round was raised on Jun 17, 2022 in the amount of $1.3B.

  • $10M$25M

    Optcapital, LLC's revenue is estimated to be in the range of $10M$25M

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