OPTI FINANCE

Le Mans, France Founded: 1990 • Age: 36 yrs Acquired By Groupe Crystal
Wealth management and financial planning services are provided in France.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors 1 Known backers
Products 3 Services tracked
Competitors 11 Brand Intelligence

About OPTI FINANCE

OPTI FINANCE is a company based in Le Mans (France) founded in 1990 was acquired by Groupe Crystal in March 2024. OPTI FINANCE offers products and services including Wealth Management Services, Insurance Broking, and Investment Consulting. OPTI FINANCE operates in a competitive market with competitors including BNP Paribas, Natixis, S&P Global, Bank of America and State Street, among others.

  • Headquarter Le Mans, France
  • Sectors
    Financial Services
  • Phone
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  • Website
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  • Social
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  • Legal Name Opti Finance
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
  • Employee Count
    Not available
  • Acquired by
    Groupe Crystal

    (Mar 12, 2024)

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Products & Services of OPTI FINANCE

OPTI FINANCE offers a comprehensive portfolio of products and services, including Wealth Management Services, Insurance Broking, and Investment Consulting.

Product name locked
Category locked
Primary

Offers personalized strategies for investment and patrimony optimization.

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Provides advice on insurance products for financial protection.

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Delivers guidance on real estate and financial investments.

Funding Insights of OPTI FINANCE

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Detailed funding history for OPTI FINANCE

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  • Round names and dates
  • Funding amounts
  • Participating investors
  • Valuation history

Verified entity values are shown only after access is granted.

Investors in OPTI FINANCE

OPTI FINANCE has secured backing from 1 investor. Prominent investors backing the company include Groupe Crystal.

All
Investor Description Founded Year Domain Location
Wealth management and advisory services are provided to clients.
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Investor details for OPTI FINANCE

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  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

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Investments & Acquisitions by OPTI FINANCE

Investments
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Investment portfolio details for OPTI FINANCE

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

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Financial Statements - OPTI FINANCE

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Detailed financials for OPTI FINANCE

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  • Historical revenue
  • Profit trends
  • Statement rows
  • Financial ratios

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Opti Finance Comparisons

OPTI FINANCE Primary company
Description
Wealth management and financial planning services are provid...
Location
Le Mans, France
Founded Year
1990
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for OPTI FINANCE

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

  • Named peers
  • Headcount comparison
  • Funding comparison
  • Operating benchmarks

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Competitors of OPTI FINANCE

OPTI FINANCE operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as BNP Paribas, Natixis, S&P Global, Bank of America and State Street, among others.

Company Name Domain Founded year HQ Location Description
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Banking & financial service provider
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Multi-disciplinary global financial services provider
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Commercial banking and asset management services are offered worldwide.
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Financial services are provided to asset managers worldwide.
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Investment banking services are delivered across multiple financial sectors.
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Detailed competitors of OPTI FINANCE

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  • Domains and locations
  • Full company profiles
  • Operating metrics
  • Competitive positioning

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Latest news on Opti Finance

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Complete news archive for OPTI FINANCE

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  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

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Frequently Asked Questions about OPTI FINANCE

OPTI FINANCE was founded in 1990.

OPTI FINANCE is headquartered in Le Mans, France. It is registered at Le Mans, Pays De La Loire, France.

Opti Finance was established in 1990 as a consulting firm based in Le Mans, France, with a focus on wealth management and financial planning. Operations center on delivering advisory services in the financial sector to clients across the country. As the second-largest firm in its category, it supports various aspects of personal and investment finance within the French market.

OPTI FINANCE's top competitors include Goldman Sachs, S&P Global and Natixis.

OPTI FINANCE offers Wealth Management Services, Insurance Broking, and Investment Consulting.

OPTI FINANCE has 1 investor. Key investors include Groupe Crystal.

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