OptiFour Integrated Wealth Management - Ownership and Business Overview

Financial ServicesCompany

OptiFour Integrated Wealth Management Ownership

Who owns OptiFour Integrated Wealth Management?

OptiFour Integrated Wealth Management is owned by Creative Planning. It was acquired on November 19, 2019.

OptiFour Integrated Wealth Management Business Overview

Where is OptiFour Integrated Wealth Management headquartered?

OptiFour Integrated Wealth Management is headquartered in McLean, Virginia.

What sector is OptiFour Integrated Wealth Management in?

OptiFour Integrated Wealth Management is a financial services company.

When was OptiFour Integrated Wealth Management founded?

OptiFour Integrated Wealth Management was founded in 1997.

Financial Services M&A Summary in 2019

Out of 60 sectors in the Mergr database, financial services ranked 10 in number of deals in 2019. The largest financial services acquisition in 2019 was Worldpay - which was acquired by Fidelity National Information Services for $43.0B.

Join Mergr to view all 215 acquisitions of financial services companies in 2019, including 22 acquisitions by private equity firms, and 193 by strategics.

OptiFour Integrated Wealth Management

7601 Lewinsville Road, Suite 205,
McLean, Virginia 22102
United States,
(703) 847-0965
www.optifour.com

OptiFour Integrated Wealth Management provides financial planning, investment management, trust, legal and tax services to high net worth individuals, families, and small business owners. OptiFour Integrated Wealth Management was founded in 1997 and is based in McLean, Virginia.


Company Summary

SECTOR

Financial Services

Established

1997

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