Optimize

Financial Services - New York, New York, US

Optimize Employees
Leon Mao

Associate, Career Launch Program

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Leigh Hogg

Senior Financial Planner

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Philip Bielecki

Associate

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Spencer Golden

Data Analyst

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David Rebelo

Associate

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Ardinela Hoxha

Associate

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Davis Maxwell

Inbound Marketing Associate

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Optimize Senior Management
Dave Minich

Managing Director, Corporate Development

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Gary Kouyoumjian

Managing Director, Corporate Development

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Matthew McGrath

President and CEO

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John Pritchard

Managing Director Corporate Development

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Optimize Details

Online Financial Advisory Service which provides individuals free online financial advice and online financial planning. Our recommendations focus on finding individuals instant savings across their mutual funds and other banking products while improving their rates of return and overall financial health.

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Employees: 130
HQ:
Location: New York, New York, US
Revenue: $8.6 million
Financial Advisory Online Financial Advice Online Financial Planning Financial Optimization Financial Planning Services Personal Finance Savings Optimization Investment Advisory Financial Consulting Financial Education Financial Goal Setting Mutual Fund Analysis Wealth Management Investment Planning Money Management Financial Literacy Retirement Planning Budgeting Tools Debt Management
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