About Optimal Asset Management
Optimal Asset Management is a company based in Los Altos (United States) founded in 2012 was acquired by Pershing in December 2021.. Optimal Asset Management has raised $2.06 million across 1 funding round from investors including BNY Pershing. Optimal Asset Management operates in a competitive market with competitors including Solactive, VettaFi, Wilshire Indexes, BITA and Foxberry, among others.
- Headquarter Los Altos, United States
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Sectors
Technology
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Email
***********
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Phone
*********
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Website
*********
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$2.06 M (USD)
in 1 rounds
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Latest Funding Round
$2.06 M (USD), Seed
Aug 14, 2015
- Investors
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Employee Count
Employee Count
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Acquired by
Pershing
(Dec 06, 2021)
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Funding Insights of Optimal Asset Management
Optimal Asset Management has successfully raised a total of $2.06M through 1 strategic funding round. The most recent funding activity was a Seed round of $2.06 million completed in August 2015. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 1
- Last Round Seed — $2.1M
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First Round
First Round
(14 Aug 2015)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Aug, 2015 | Amount | Seed - Optimal Asset Management | Valuation |
investors |
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| 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 |
Investors in Optimal Asset Management
Optimal Asset Management has secured backing from 1 investor. Prominent investors backing the company include BNY Pershing. 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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Financial services for custody, clearing, and advisory solutions in wealth management.
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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 Optimal Asset Management
| 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 - Optimal Asset Management
| 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 |
Optimal Asset Management Comparisons
Competitors of Optimal Asset Management
Optimal Asset Management 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 Solactive, VettaFi, Wilshire Indexes, BITA and Foxberry, 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 |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Tailor-made multi-asset class index solutions are developed for investment products.
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| domain | founded_year | HQ Location |
Provider of indexing services, data analytics, and digital marketing solutions for asset managers
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| domain | founded_year | HQ Location |
Provider of financial platform providing real-time quotes, performance history, and news
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| domain | founded_year | HQ Location |
AI-based investment data analysis is offered to investors.
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| domain | founded_year | HQ Location |
Index management solutions
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Optimal Asset Management
Frequently Asked Questions about Optimal Asset Management
When was Optimal Asset Management founded?
Optimal Asset Management was founded in 2012 and raised its 1st funding round 3 years after it was founded.
Where is Optimal Asset Management located?
Optimal Asset Management is headquartered in Los Altos, United States. It is registered at Los Altos, California, United States.
Is Optimal Asset Management a funded company?
Optimal Asset Management is a funded company, having raised a total of $2.06M across 1 funding round to date. The company's 1st funding round was a Seed of $2.06M, raised on Aug 14, 2015.
What does Optimal Asset Management do?
Optimal Asset Management was founded in 2012 and operates as a diversified investment management firm. Services encompassing asset allocation, portfolio management, and advisory support are offered to institutional and individual investors. The firm is headquartered in Los Altos, United States, with operations focused on equity, fixed income, and alternative investments. Regulatory compliance and risk assessment are maintained across all activities.
Who are the top competitors of Optimal Asset Management?
Optimal Asset Management's top competitors include Solactive, VettaFi and Wilshire Indexes.
Who are Optimal Asset Management's investors?
Optimal Asset Management has 1 investor. Key investors include BNY Pershing.
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