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Optimal Asset Management Logo
Optimal Asset Management Growth Score
36
CB Rank
330964
Heat Score
10
Optimal Asset Management specializes in the application of factor-based investing and technology to the asset management process.
Founded
obfuscation
PrivateVenture - Series Unknown Los Altos, California, United States1-10 www.optimalam.com
Asset Management
Finance
Financial Services
Overview

Optimal Asset Management
Total Funding
obfuscation
Growth Score
36
Heat Score
10

Total Funding
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Venture - Series Unknown raised
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Growth Score36
-2 pts
in past quarter
Heat Score 10
-2 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Optimal Asset Management

CB Rank
330964
Optimal Asset Management specializes in the application of factor-based investing and technology to the asset management process.
Founded
obfuscation
PrivateVenture - Series Unknown Los Altos, California, United States1-10 www.optimalam.com
Asset Management
Finance
Financial Services

Funding Rounds

Venture - Series Unknown
OBF
in
obfuscation

Key People

Details

Sub-Organization of 
BNY Logo
BNY
Legal Name Optimal Asset Management, Inc.
Operating Status Active
Company Type For Profit
Founders  Vijay Vaidyanathan
About the Company

Optimal Asset Management specializes in the application of factor-based investing and technology to the asset management process. It offers asset management services to institutional clients, and Registered Investment Advisors through factor-based tax-optimized SMA solutions that seek to outperform and reduce risk at low cost.

It was founded in

2012 and is headquartered in Los Altos, California.

Phone Number 650.472.1187
Predictions & Insights

Growth Prediction

See this Growth Prediction

Research & Development

Optimal Asset Management is

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...

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Financials

Company Funding

Total Funding Amount 
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Number of Funding Rounds 1
Unlock company funding data, including rounds, dates, amounts, and investors.
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Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
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Venture Round - Optimal Asset Management Logo
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— Venture - Series Unknown

Funding Rounds

Total Funding Amount 
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Number of Funding Rounds 1
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Venture Round - Optimal Asset Management Logo
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Investors

Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Board Members and Advisors 1 Contacts 8

Employee Profiles

Board Members and Advisors

News

News and Press

News•Jul 29, 2021
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News•Jul 29, 2021
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Interest Signals

TopicSurge Score
TrustPilot Logo
TrustPilot
67

Actively Used Products

12Optimal Asset Management uses 12 technology products and services including HTML5, Lightbox, and  Cloudflare CDN, according to G2 Stack.

Active Website Tech Count

20Optimal Asset Management is actively using 20 technologies for its website, according to BuiltWith. These include Google Tag Manager, Google Maps, and  DoubleClick.Net.
Sub-Organizations
Frequently Asked Questions

Where is Optimal Asset Management's headquarters? Optimal Asset Management is located in Los Altos, California, United States.When was the last funding round for Optimal Asset Management? Optimal Asset Management closed its last funding round on
obfuscation
from a Venture - Series Unknown round.Who are Optimal Asset Management's competitors? Alternatives and possible competitors to Optimal Asset Management may include BlackRock, Wellington Management, and  J.P. Morgan Asset Management.How much funding has Optimal Asset Management raised to date? Optimal Asset Management has raised
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.
Who We Are
What We Do
Helpful Links
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