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Optimum Financial Solutions Logo
Optimum Financial Solutions CB Rank
567384
Heat Score
73
Optimum Financial Solutions offers financial planning software, wealth management software, CRMs, mutual funds software, and more.
Founded
obfuscation
Private Mumbai, Maharashtra, India11-50 optimumfintech.com/
Financial Services
Software
Overview

Optimum Financial Solutions
Heat Score
73

Growth Score
pts
in past quarter
Heat Score 73
-1 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 Events
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 Optimum Financial Solutions

CB Rank
567384
Optimum Financial Solutions offers financial planning software, wealth management software, CRMs, mutual funds software, and more.
Founded
obfuscation
Private Mumbai, Maharashtra, India11-50 optimumfintech.com/
Financial Services
Software

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Amit P Bachhawat, Chirag Shah
About the Company

Optimum Financial Solutions offers financial planning software, wealth management software, CRMs, mutual funds software, and more. It develops platforms for financial intermediaries and offers support to its clients.

The company’s products include OptiCloud, Optiwealth, Optiwebsite, Optisocio, Optiplan, and OptiCRM.

Optimum Financial Solutions

was founded in 2011 and is based in Mumbai, Maharashtra.

Phone Number +912241200018
Contact Email contact@optimumfintech.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning Software
Software designed to assist financial advisors in creating and managing comprehensive financial plans for clients.
Wealth Management Software
A platform that helps wealth managers oversee client portfolios, track investments, and manage assets efficiently.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 2 Contacts 1

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

7,537
2,744.15%
 in past month

Actively Used Products

21Optimum Financial Solutions uses 21 technology products and services including HTML5, GreenSock Animation Platform, and  Wistia, according to G2 Stack.

Active Website Tech Count

12Optimum Financial Solutions is actively using 12 technologies for its website, according to BuiltWith. These include Common Crawl, DNSSEC, and  CommonCrawl Top 50m.
Sub-Organizations
Frequently Asked Questions

Where is Optimum Financial Solutions's headquarters? Optimum Financial Solutions is located in Mumbai, Maharashtra, India.Who are Optimum Financial Solutions's competitors? Alternatives and possible competitors to Optimum Financial Solutions may include Salesforce, Asset-Map, and  RightCapital.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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