Insights

Growth potential Mid-sized investment management firm with revenue between 10M and 25M and a focused client-centric approach presents scalable opportunities for expanded advisory services, including performance analytics, ESG integration, and tailored portfolio construction for high-net-worth segments.

Compliance excellence Award for Best 2020 GIPS Policies & Procedures signals strong regulatory discipline and credibility, making Opus a credible partner for outsourced compliance support, performance reporting improvements, and audit-ready data services.

Tech-forward Uses cloud and analytics tools (Microsoft Azure, Google Analytics) and standard web tech stack, indicating openness to technology partnerships for data visualization, client portal enhancements, cybersecurity enhancements, and scalable infrastructure consulting.

Competitive stance Operating in a space with large peers (e.g., BlackRock, Fidelity) but with a smaller team (11-50 employees) suggests opportunities to position services around agility, boutique portfolio customization, outsourced research, and niche product wrappers to differentiate offerings.

Growth channels Recent recognition and solid branding enable targeted outreach to RIAs and family offices; potential sales motions include performance reporting enhancements, GIPS-compliant data services, and fiduciary-focused advisory partnerships.

Similar companies to Opus Investment Management, Inc.

Opus Investment Management, Inc. Tech Stack

Opus Investment Management, Inc. uses 8 technology products and services including Crazy Egg, Open Graph, DreamWeaver, and more. Explore Opus Investment Management, Inc.'s tech stack below.

  • Analytics
  • Open Graph
    Content Management System
  • DreamWeaver
    Editors
  • Video.js
    Javascript Libraries
  • Windows Server
    Operating Systems
  • Platform As A Service
  • PHP
    Programming Languages
  • Google Analytics
    Web Analytics

Opus Investment Management, Inc.'s Email Address Formats

Opus Investment Management, Inc. uses at least 4 email formats:
Opus Investment Management, Inc. Email FormatsExamplePercentage
FLast@opusinvestment.comJDoe@opusinvestment.com
81%
Last@opusinvestment.comDoe@opusinvestment.com
10%
First.Last@opusinvestment.comJohn.Doe@opusinvestment.com
7%
FirstLast@opusinvestment.comJohnDoe@opusinvestment.com
2%

Frequently Asked Questions

What is Opus Investment Management, Inc.'s official website and social media links?

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Opus Investment Management, Inc.'s official website is opusinvestment.com and has social profiles on LinkedIn.

How much revenue does Opus Investment Management, Inc. generate?

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As of July 2026, Opus Investment Management, Inc.'s annual revenue is estimated to be $10M - $25M.

What is Opus Investment Management, Inc.'s NAICS code?

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Opus Investment Management, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Opus Investment Management, Inc. have currently?

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As of July 2026, Opus Investment Management, Inc. has approximately 20 employees across 1 continents, including North America. Key team members include Owner: C. G., Vice President, Co-Head Of Portfolio Management: L. G. and Vice President: M. L. Explore Opus Investment Management, Inc.'s employee directory with LeadIQ.

What industry does Opus Investment Management, Inc. belong to?

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Opus Investment Management, Inc. operates in the Investment Management industry.

What technology does Opus Investment Management, Inc. use?

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Opus Investment Management, Inc.'s tech stack includes Crazy Egg, Open Graph, DreamWeaver, Video.js, Windows Server, Microsoft Azure, PHP and Google Analytics.

What is Opus Investment Management, Inc.'s email format?

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Opus Investment Management, Inc.'s email format typically follows the pattern of FLast@opusinvestment.com. Find more Opus Investment Management, Inc. email formats with LeadIQ.
Opus Investment Management, Inc. logo

Opus Investment Management, Inc.

Investment ManagementMassachusetts, United States11-50 Employees

Opus Investment Management, Inc. is a registered investment advisor operating in the investment management industry. Based in Worcester, Massachusetts, the firm focuses on delivering financial performance tailored to each client’s specific needs and risk appetite, with a framework that accounts for operating constraints, regulatory considerations, and rating agency factors. The company serves clients who seek structured, personalized portfolio guidance and advocacy for their investments within the broader asset management landscape.

With a modestly sized operation, Opus emphasizes a client-centric approach that seeks to empower clients to understand and advocate for their portfolios while the firm handles day-to-day regulatory and compliance complexities. A notable recent development is recognition for its governance practices, specifically being named Best 2020 GIPS Policies & Procedures, reflecting its emphasis on standards and oversight within the investment management field.

Section iconCompany Overview

NAICS Code
5239 - Other Financial Investment Activities
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Opus Investment Management, Inc.'s revenue is estimated to be in the range of $10M - $25M

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