Sophisticated Investing… Simplified.
Opal Capital is a leading financial services firm committed to simplifying sophisticated investing for advisors and their clients. With a focus on optimizing business growth, Opal Capital offers a comprehensive suite of services, including OCIO (Outsourced Chief Investment Officer) solutions, ETFs (Exchange Traded Funds), consulting, investment management, asset management, and SMAs (Separately Managed Accounts). The company's primary address is 1900 Glades Rd, Boca Raton, Florida 33431, US.
Founded in 2021, Opal Capital is dedicated to helping advisors confidently serve their clients through innovative and effective financial strategies. Opal Capital prides itself on a client-centric approach, ensuring that each advisor receives tailored solutions designed to meet their unique needs and objectives. By leveraging its expertise in investment management and consulting, Opal Capital aims to empower advisors to achieve superior outcomes and drive long-term success.
Opal Capital continues to expand its offerings and enhance its capabilities to better serve the evolving needs of the financial advisory community. The team at Opal Capital is constantly seeking new and innovative ways to deliver value and support the growth of its partners. We invite the management team at Opal Capital to create a customized and exclusive company showcase and product listing on our platform, where they can further highlight their services and expertise.
Opal Capital est une société de services financiers de premier plan qui s'engage à simplifier les investissements sophistiqués pour les conseillers et leurs clients. En mettant l'accent sur l'optimisation de la croissance des entreprises, Opal Capital offre une gamme complète de services, notamment des solutions OCIO (chef des investissements externalisé), des ETF (fonds négociés en bourse), des services de consultation, la gestion des investissements, la gestion d'actifs et des SMA (comptes gérés séparément). L'adresse principale de la société est 1900 Glades Rd, Boca Raton, Florida 33431, États-Unis.
Fondée en 2021, Opal Capital se consacre à aider les conseillers à servir leurs clients en toute confiance grâce à des stratégies financières novatrices et efficaces. Opal Capital est fière de son approche axée sur le client, garantissant que chaque conseiller reçoit des solutions personnalisées conçues pour répondre à ses besoins et objectifs uniques. En tirant parti de son expertise en gestion des investissements et en conseil, Opal Capital vise à donner aux conseillers les moyens d'obtenir des résultats supérieurs et de favoriser le succès à long terme.
Opal Capital continue d'élargir son offre et d'améliorer ses capacités afin de mieux répondre aux besoins en constante évolution de la communauté des conseillers financiers. L'équipe d'Opal Capital est constamment à la recherche de nouvelles façons novatrices d'apporter de la valeur et de soutenir la croissance de ses partenaires. Nous invitons l'équipe de direction d'Opal Capital à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme, où elle pourra mettre davantage en évidence ses services et son expertise.
Compare Opal Capital with 3 companies in Financial-Services
| Comparison Field |
Opal CapitalMain Company |
Clough CapitalView Profile |
MIDDLEFIELDView Profile |
Shelton Capital Mana...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 1999 | 1979 | 1985 |
|
Company Size
|
— | 11-50 | 51-200 | 11-50 |
|
City
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Boca Raton, Florida | Boston, Massachusetts | Toronto, Ontario | Denver, Colorado |
|
Country
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United States | United States | Canada | United States |
|
Skills & Keywords
Comparing with main company
|
7 Total Skills
Financial Services
Investment Management
Asset Management
OCIO
ETFs
Consulting
SMAs
|
7 Total
7 Unique
Unique Skills:
Active Management
Actively Managed ETFs
Alternative Investing
Closed-end Funds
Hedge Funds
Investing
+1
|
29 Total
29 Unique
Unique Skills:
Active Management
Advisors
Alternative Investments
Closed-End Funds
Dividends
Energy Funds
+23
|
16 Total
1 Common
15 Unique
Match
14%
Common Skills:
Financial Services
Unique Skills:
3(38) Fiduciary
Active Management
Bonds
Concentrated Stock Solutions
Covered Options Strategies
Domestic & International Equity Mutual Funds
+9
|
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