Insights

High net-worth focus Target high net-worth individuals and multi-generational families seeking long-term wealth preservation and legacy planning, offering a Personal CFO approach to deepen relationships and expand advisory services.

Dallas market strength Leverage strong Dallas-Fort Worth recognition and local top wealth manager accolades to initiate engagement with regional UHNW potential clients and family offices seeking trusted local guidance.

Full-suite guidance Position as a holistic financial partner covering investments, tax strategy, risk assessment, and family legacy, enabling cross-sell of tax planning, estate coordination, and next-gen engagement services.

Growth via referrals Capitalize on reputation and Awards recognition to drive referral networks among local professional partners (attorneys, CPAs, trust officers) for client expansion and credibility in the market.

Tech-enabled trust Highlight modern technology stack and data-driven planning capabilities as a differentiator to attract tech-savvy clients and streamline onboarding, client reporting, and multi-generational planning.

Optima Asset Management, Inc. Tech Stack

Optima Asset Management, Inc. uses 8 technology products and services including Snowplow, Duda, OWL Carousel, and more. Explore Optima Asset Management, Inc.'s tech stack below.

Snowplow

Analytics

Duda

Content Management System

OWL Carousel

Javascript Libraries

jQuery UI

Javascript Libraries

Video.js

Javascript Libraries

MyWebsite

Page Builders

PHP

Programming Languages

Facebook

Widgets

Optima Asset Management, Inc. Email Formats	Example	Percentage
First@optimaassetmgt.com	John@optimaassetmgt.com	71%
First.Last@optimaassetmgt.com	John.Doe@optimaassetmgt.com	29%

Optima Asset Management, Inc. Email Formats

Example

Percentage

First@optimaassetmgt.com

John@optimaassetmgt.com

71%

First.Last@optimaassetmgt.com

John.Doe@optimaassetmgt.com

29%

Frequently Asked Questions

What is Optima Asset Management, Inc.'s phone number?

You can contact Optima Asset Management, Inc.'s main corporate office by phone at

+1-972-726-****

. 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 Optima Asset Management, Inc.'s official website and social media links?

Optima Asset Management, Inc.'s official website is optimaassetmgt.com and has social profiles on LinkedIn.

How much revenue does Optima Asset Management, Inc. generate?

As of August 2026, Optima Asset Management, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Optima Asset Management, Inc.'s NAICS code?

Optima Asset Management, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Optima Asset Management, Inc. have currently?

As of August 2026, Optima Asset Management, Inc. has approximately 5 employees across 1 continents, including North America. Key team members include Chief Executive Officer: N. J.President: P. L.Executive Vice President: A. P.. Explore Optima Asset Management, Inc.'s employee directory with LeadIQ.

What industry does Optima Asset Management, Inc. belong to?

Optima Asset Management, Inc. operates in the Financial Services industry.

What technology does Optima Asset Management, Inc. use?

Optima Asset Management, Inc.'s tech stack includes SnowplowDudaOWL CarouseljQuery UIVideo.jsMyWebsitePHPFacebook.

What is Optima Asset Management, Inc.'s email format?

Optima Asset Management, Inc.'s email format typically follows the pattern of First@optimaassetmgt.com. Find more Optima Asset Management, Inc. email formats with LeadIQ.

When was Optima Asset Management, Inc. founded?

Optima Asset Management, Inc. was founded in 1995.

Optima Asset Management, Inc.

Q: How many employees does Optima Asset Management, Inc. have currently?

Optima Asset Management, Inc. has approximately 5 employees.

Q: What technology does Optima Asset Management, Inc. use?

Optima Asset Management, Inc.'s tech stack includes FancyBox, Amazon Web Services, Google Tag Manager, OWL Carousel, Sitelinks Search Box.

Q: What is Optima Asset Management, Inc.'s NAICS code?

Optima Asset Management, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesTexas, United States2-10 Employees

Optima Asset Management, Inc. operates in the financial services sector, offering personalized guidance to individuals and families facing complex wealth management needs. Its services are centered on a Personal CFO approach, coordinating investment strategies, tax planning, risk assessment, and multi-generational planning to support long-term stability, stewardship, and legacy preservation. The firm targets first-generation wealth creators and multi-generational families who value discretion and a long-term perspective, aiming to provide clarity and confidence through life’s transitions. Based in Dallas, Texas, the company describes itself as helping clients protect lifestyle and peace of mind by aligning investment, tax, and legacy planning with their broader financial life. Recent statements indicate recognition within the local wealth management community, including listings on regional rankings for wealth managers. Investment advisory services are provided by Optima Asset Management, Inc., with standard disclosures regarding investment risk and regulatory information.

Insights

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