Online Financial Advisory Service which provides individuals free online financial advice and online financial planning. Our recommendations focus on finding individuals instant savings across their mutual funds and other banking products while improving their rates of return and overall financial health.
| Website | http://optimize.ca |
| Revenue | $8.6 million |
| Employees | 81 (81 on RocketReach) |
| Founded | 2008 |
| Address | 14 Wall St, New York, New York 10005, US |
| Industry | Financial Services |
| Keywords | Financial Advisory, Online Financial Advice, Online Financial Planning, Financial Optimization, Financial Planning Services, Personal Finance, Savings Optimization, Investment Advisory, Financial Consulting, Financial Education, Financial Goal Setting, Mutual Fund Analysis, Wealth Management, Investment Planning, Money Management, Financial Literacy, Retirement Planning, Budgeting Tools, Debt Management |
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Optimize Questions
The Optimize annual revenue was $8.6 million in 2026.
Matt Downie is the Managing Director, Corporate Development of Optimize.
81 people are employed at Optimize.
Optimize is based in New York, New York.
Top Optimize Employees
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Matt Downie
Managing Director, Corporate Development at Optimize
Toronto, ON, CA2 -
31
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Kevin Fobert
Senior VP, Fund Managment at Optimize
Toronto, ON, CA2 -
Matt D.
Managing Director, Corporate Development at Optimize
Toronto, ON, CA1 -
Patrick Bellmore
Associate Portfolio Manager at Optimize
Toronto, ON, CA21 -
Timothy Ross
Wealth Planner at Optimize
Ontario, Canada44 -
Mikaela Scopelleti
Marketing Associate at Optimize
Toronto, ON, CA3 -
Dave Ewasiuk
Wealth Planner at Optimize
St. Albert, AB, CA21 -
Frank Restorick
Wealth Planner at Optimize
Burlington, ON, CA11 -
Phillip Soares
Associate Portfolio Manager at Optimize
Toronto, ON, CA11
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