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VerifiedFinancial Services· Founded 2019

Optas Capital

Optas Capital is a forward-thinking wealth management and financial advisory firm dedicated to helping entrepreneurs, executives, and high-net-worth individuals achieve clarity and confidence in their financial lives. The firm blends strategic investment management with deeply personalized financial planning to empower clients to grow, protect, and enjoy their wealth with purpose. Optas Capital is known for its proactive approach to planning, tax strategy, and business integration—offering strategic advice that aligns wealth with life goals. With a focus on transparency, fiduciary duty, and long-term partnership, the firm builds enduring relationships rooted in trust and performance.

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HeadquartersAustin, United StatesEmployees8(1 to 10)Founded year2019Websiteoptascapital.comLinkedIn profileLinkedIn

Verified contacts

7

available on Kipplo

LinkedIn employees

8

1 to 10 range

Open roles

no listings

Distinct roles

6

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

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Decision-makers and verified team members

7 contacts with verified email or phone · masked until revealed.

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Top roles at Optas Capital

6 distinct titles indexed · top 6 shown.

  • 2chief of staff
  • 1chief compliance officer
  • 1client services associate
  • 1executive assistant
  • 1financial planner
  • 1founding advisor

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