Optimize Financial Inc.

Overview

Optimize Financial Inc. is an independent registered investment adviser formed as a corporation and SEC-registered in 2021. The firm is individually owned and charges clients on a percentage-of-AUM basis. Its client mix includes individual and family clients alongside institutional relationships. Core advisory services are financial planning and portfolio management for individuals, small businesses, and investment companies. The adviser does not report active ESG investing, does not operate as a multi-state adviser, and is not listed as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices