About Optima
Optima is a company based in New York (United States) founded in 2019 was acquired by Forbes Family Trust in April 2019. It operates as a Professional Services. Optima offers products and services including Multi-Manager Strategies, Single-Manager Strategies, and Custom Solutions.
- Headquarter New York, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website optima.com
- Social LinkedIn
- Acquired by Forbes Family Trust (Apr 2019)
- Legal Name Optima Asset Management Llc
- InvestorsForbes Family Trust
& 1 more
- Acquired byForbes Family Trust
(Apr 2019)
Products & Services of Optima
Optima offers a comprehensive portfolio of products and services, including Multi-Manager Strategies, Single-Manager Strategies, and Custom Solutions.
Strategies are designed for risk management and potential upside.
Unique opportunities are provided through trusted industry partnerships.
Tailored strategies are developed to meet specific client goals.
Apps and channels of Optima
Optima publishes 1 mobile app with over 5K+ downloads.
Investors in Optima
Optima has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Forbes Family Trust and LGL Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
- | – | lglpartners.com | - | |
Functions as a multi-family office providing wealth management solutions. | 2009 | forbesfamilytrust.com | New York, United States |
Investor details for Optima
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
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People of Optima
1 people are tracked at Optima (1 in leadership).
| Name | Role | Group |
|---|---|---|
Keith M Bloomfield | CEO | Leadership |
Complete people profiles for Optima
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Timeline of Optima
2 dated milestones of Optima, from founding to its latest funding, stage changes and deals.
- Founded Optima is founded.
- Exit Acquired by Forbes Family Trust.
Web traffic of Optima
The website of Optima (optima.com) receives about 3.1K visits a month.
- Monthly visits3.1K
▲ 27.9% vs previous month
Websites whose visitors overlap most with Optima. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| primebermuda.com | 100% | – | – | View details | |
| ledgex.com | 65% | 1.2K | #14,561,662 | View details | |
finlab.com | finlab.com | 64% | – | #13,317,795 | – |
| optimahealth.com | 63% | 6.8K | #4,172,010 | View details | |
| duetgroup.net | 62% | – | – | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 9 similar websites and full traffic analytics for Optima
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 9 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Optima
Complete news archive for Optima
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
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Similar companies to Optima
10 companies that operate in the same segment as Optima (Investment & Wealth Tech), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 87 | |
Provider of consulting, managed services, and technology solutions for financial services | 2010 | London, England, United Kingdom | USD 90.15 M | – | – | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | – | 178 | |
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | – | – | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | – | USD 71.52 M | 2,690 | |
Developer of a platforms offering credit score checks | 2021 | Jakarta, Jakarta, Indonesia | USD 12.4 M | – | – | |
AI-enabled financial planning and advisory solutions are provided for individuals. | 2018 | New York, New York, United States | USD 222.01 M | – | – | |
Venture capital investments and support for entrepreneurs in technology and innovation sectors. | 1911 | Redwood City, California, United States | – | USD 691.23 K | – |
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Frequently Asked Questions about Optima
Optima was founded in 2019.
Optima is headquartered in New York, United States. It is registered at New York, New York, United States.
Keith M Bloomfield is the current CEO of Optima.
Optima Asset Management is engaged in providing alternative investment solutions to institutions, high net worth individuals, and multi-family offices. The company is recognized for its expertise in multi-manager and single-manager strategies, as well as custom solutions tailored to client needs. Operations are supported by deep research, proprietary technology, and a strong emphasis on client service. The firm is active in the financial sector, particularly in alternative investments, with a focus on healthcare and biotech opportunities.
Optima offers Multi-Manager Strategies, Single-Manager Strategies, and Custom Solutions.
Optima has 2 investors. Key investors include Forbes Family Trust, and LGL Partners.
Optima operates through Optima Asset Management Llc.
Yes. Optima was acquired by Forbes Family Trust in April 2019.
Yes. Optima publishes Optima ELD, with over 5,000 downloads.