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
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Sectors
Financial Services
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Phone
*********
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Website
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Social
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- Legal Name Opti Finance
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Offers personalized strategies for investment and patrimony optimization.
Provides advice on insurance products for financial protection.
Delivers guidance on real estate and financial investments.
Funding Insights of OPTI FINANCE
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in OPTI FINANCE
OPTI FINANCE has secured backing from 1 investor. Prominent investors backing the company include Groupe Crystal. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Wealth management and advisory services are provided to clients.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by OPTI FINANCE
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - OPTI FINANCE
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Opti Finance Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
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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| domain | founded_year | HQ Location |
Commercial banking and asset management services are offered worldwide.
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| domain | founded_year | HQ Location |
Financial services are provided to asset managers worldwide.
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| domain | founded_year | HQ Location |
Investment banking services are delivered across multiple financial sectors.
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about OPTI FINANCE
When was OPTI FINANCE founded?
OPTI FINANCE was founded in 1990.
Where is OPTI FINANCE located?
OPTI FINANCE is headquartered in Le Mans, France. It is registered at Le Mans, Pays De La Loire, France.
What does OPTI FINANCE do?
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.
Who are the top competitors of OPTI FINANCE?
OPTI FINANCE's top competitors include Goldman Sachs, S&P Global and Natixis.
What products or services does OPTI FINANCE offer?
OPTI FINANCE offers Wealth Management Services, Insurance Broking, and Investment Consulting.
Who are OPTI FINANCE's investors?
OPTI FINANCE has 1 investor. Key investors include Groupe Crystal.