Insights

Asset Focus Target their high-net-worth client base and growth plans by offering advanced financial planning, wealth transition strategies, and risk management services that align with sustaining lifestyle and purpose as assets evolve.

Independence Edge Position complementary advisory solutions that leverage independent platforms and fiduciary-grade planning tools, highlighting flexibility beyond affiliated channels to attract clients seeking unbiased wealth management.

Regulatory & Compliance Offer scalable compliance and regulatory support services to streamline PAS integration, given their security-sensitive environment and reliance on trusted custodian relationships.

Digital Maturity Propose technology partners that enhance their current stack (Cloudflare, Google Analytics, iCIMS, etc.) with client portals, digital onboarding, and data-driven advisory insights to improve client experience and efficiency.

Growth & Outreach Capitalize on their 20+ years in the market by delivering growth programs, marketing collaborations, and access to capital-efficient expansion ideas tailored for mid-sized financial services firms.

OPUS Private Client, LLC Tech Stack

OPUS Private Client, LLC uses 8 technology products and services including accessiBe, iCIMS, Google Hosted Libraries, and more. Explore OPUS Private Client, LLC's tech stack below.

  • accessiBe
    Accessibility
  • iCIMS
    Applicant Tracking Systems
  • Google Hosted Libraries
    Content Delivery Network
  • JSON-LD
    Javascript Frameworks
  • HSTS
    Security
  • Piwik PRO Core
    Web Analytics
  • Google Analytics
    Web Analytics
  • Express
    Web Frameworks

OPUS Private Client, LLC's Email Address Formats

OPUS Private Client, LLC uses at least 1 format(s):
OPUS Private Client, LLC Email FormatsExamplePercentage
FLast@opus-pc.comJDoe@opus-pc.com
100%

Frequently Asked Questions

What is OPUS Private Client, LLC's official website and social media links?

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OPUS Private Client, LLC's official website is opus-pc.com and has social profiles on LinkedIn.

How much revenue does OPUS Private Client, LLC generate?

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As of August 2026, OPUS Private Client, LLC's annual revenue is estimated to be $10M - $25M.

What is OPUS Private Client, LLC's NAICS code?

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OPUS Private Client, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does OPUS Private Client, LLC have currently?

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As of August 2026, OPUS Private Client, LLC has approximately 16 employees across 1 continents, including North America. Key team members include Partner: L. M.Managing Partner: I. W. H.Managing Partner: M. P.. Explore OPUS Private Client, LLC's employee directory with LeadIQ.

What industry does OPUS Private Client, LLC belong to?

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OPUS Private Client, LLC operates in the Financial Services industry.

What technology does OPUS Private Client, LLC use?

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OPUS Private Client, LLC's tech stack includes accessiBeiCIMSGoogle Hosted LibrariesJSON-LDHSTSPiwik PRO CoreGoogle AnalyticsExpress.

What is OPUS Private Client, LLC's email format?

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OPUS Private Client, LLC's email format typically follows the pattern of FLast@opus-pc.com. Find more OPUS Private Client, LLC email formats with LeadIQ.

When was OPUS Private Client, LLC founded?

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OPUS Private Client, LLC was founded in 2001.
OPUS Private Client, LLC logo

OPUS Private Client, LLC

Financial ServicesNew York, United States11-50 Employees

OPUS Private Client, LLC operates in the financial services sector as a mid-sized financial planning and wealth management firm based in Rye Brook, New York. The firm centers its work on asking thoughtful questions to uncover a client’s purpose and wealth, recognizing that each person’s financial picture is distinct and continually evolving. It serves individuals with significant assets and income, where careful planning is essential to protect lifestyle and financial security. For more than two decades, the firm has supported clients on a path toward financial independence, treating planning as an ongoing process of clarifying goals and determining how to move wealth, lifestyle, and purpose forward.

OPUS Private Client provides securities products and advisory services through Park Avenue Securities LLC, a FINRA- and SIPC‑registered broker-dealer. PAS is an indirect subsidiary of The Guardian Life Insurance Company of America, and OPUS Private Client, LLC is not an affiliate or subsidiary of PAS or Guardian. The firm’s OSJ is located at 800 Westchester Avenue, Suite N-409, Rye Brook, NY 10573.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2001
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    OPUS Private Client, LLC's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    OPUS Private Client, LLC's revenue is estimated to be in the range of $10M - $25M

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