formerly Prospect.

Company Information

OptimaFI

Website

https://optimafi.com/

Employee count

81

Industry

Financial Services

Headquarter

Memphis, Tennessee, United States

Employees

Rick Claypoole

Manging Partner, Director of Client Strategies

Tim Keith

Chief Executive Officer

Anu Singh

Director of Compliance

Chad Tiedt, CPA, CFA

EVP, Strategy

Dan Cameron, CPA

SVP of Finance

Frequently Asked Questions About OptimaFI

Product

DataIntegrationsSecurityWorkflow

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