Opal Capital

Opal Capital

Financial-Services

Boca Raton, Florida
United States
Company Tagline

Sophisticated Investing… Simplified.

Industry Category
Financial-Services
Company Description

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.

Key Personnel / Employees
Yang Liu CFA CAIA Menachem Goldstein Adam Muller Austin Graff CFA

Compare Companies Side by Side

Compare Opal Capital with 3 companies in Financial-Services

4 Companies
Comparison Field
Opal Capital
Opal Capital
Main Company
Clough Capital
Clough Capital
View Profile
MIDDLEFIELD
MIDDLEFIELD
View Profile
Shelton Capital Management
Shelton Capital Mana...
View Profile
Founded Year
1999 1979 1985
Company Size
11-50 51-200 11-50
City
Boca Raton, Florida Boston, Massachusetts Toronto, Ontario Denver, Colorado
Country
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
4
Total Companies
1979
Oldest Founded
2
Countries
53
Unique Skills

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Alternative Company Names

This company is also known as

Opal Capital 蛋白石资本 ओपल कैपिटल أوبال كابيتال Опал Капитал