Optima Financial & Insurance Services - Ownership and Business Overview

InsuranceCompany

Optima Financial & Insurance Services Ownership

Who owns Optima Financial & Insurance Services?

Optima Financial & Insurance Services is owned by Simplicity Group Holdings. It was acquired on March 8, 2022.

Optima Financial & Insurance Services Business Overview

Where is Optima Financial & Insurance Services headquartered?

Optima Financial & Insurance Services is headquartered in Jupiter, Florida.

What sector is Optima Financial & Insurance Services in?

Optima Financial & Insurance Services is an insurance company.

When was Optima Financial & Insurance Services founded?

Optima Financial & Insurance Services was founded in 2009.

Insurance M&A Summary in 2022

Out of 60 sectors in the Mergr database, insurance ranked 6 in number of deals in 2022. The largest insurance acquisition in 2022 was Alleghany - which was acquired by Berkshire Hathaway for $11.6B.

Join Mergr to view all 472 acquisitions of insurance companies in 2022, including 12 acquisitions by private equity firms, and 460 by strategics.

Optima Financial & Insurance Services

Optima Financial & Insurance Services

601 Heritage Drive, Suite 236,
Jupiter, Florida 33458
United States,
(415) 408-5863
www.optimafis.com

Optima Financial & Insurance Services provides robust training and education, along with an array of life and annuity products, to advisor partners. Optima Financial & Insurance Services was founded in 2009 and is based in Jupiter, Florida.


Company Summary

SECTOR

Insurance

Established

2009

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