57
Growth Score
pts
Heat Score
-19 pts
Company Performance Metrics
Score
Trend
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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
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Optimize Financial Inc offers investment advisory and financial planning services with a unique wealth-building process.
About the Company
Optimize Financial Inc specializes in providing registered investment advisory services. With a focus on asset allocation and financial planning, the company offers a family office approach to help clients build wealth with a positive mindset. Optimize Financial Inc employs a unique process designed to empower individuals in making confident
financial planning decisions. As a registered investment adviser, the firm is committed to offering advisory services tailored to the specific needs and goals of its clients. The team at Optimize Financial Inc, including founder and ex-US Air Force Officer Casey Whitson, leverages their expertise to equip people with the tools necessary for financial growth.
