no credit card required  No credit card. No commitment.
 5000 plus G2 reviews  5000+ G2 reviews
Company logo

optymoney

optymoney


optymoney's financial review

Employees

9


optymoney information

OPTYMONEY is an integrated platform for individual financial management problems which provides solutions to the problems related to tax compliance's, calculating expenses, ensuring savings, investing at the right time in right options, managing investments and ensuring that the client's legacies are preserved. All the complexities regarding the hassles of multiple accounts & forgotten passwords, ...
OPTYMONEY is an integrated platform for individual financial management problems which provides solutions to the problems related to tax compliance's, calculating expenses, ensuring savings, investing at the right time in right options, managing investments and ensuring that the client's legacies are preserved. All the complexities regarding the hassles of multiple accounts & forgotten passwords, different processes for different activities and different contact points for each work. OPTYMONEY automates each activity with an option to avail advanced personalized services in a secured and simplified manner. Complex options in a financial world needs to be simplified and to be addressed in more innovative ways. Hence, OPTYMONEY and its team of experts brings the tools and information to help the client achieve their financial goals and making compliances, savings and investing profitable fun and stress free.Our cohesive platform of tailor made solutions to clients' hassles and complexities are taken care in such a way that it enables easy access and blend of financial planning, Income Tax planning, Document Management, Wealth Management and Will Creation is at a single click away.

optymoney industries

Tax planning
Financial planning
Online will
Wealth management

optymoney's financial review

Employees

9

Technologies

Email Providers
Hosting
Email Delivery
Tag Management

Employees

Associate Director
Relationship Manager in Wealth & Advisory operations
Social Media Marketing Intern

Prospect on LinkedIn

Find verified emails and direct dial mobile numbers of contacts on LinkedIn, and sync them with your CRM instantly
Download ExtensionRepresents linkedin prospector
Browse Apollo's Directories

Why our clients choose Apollo

“Apollo completely changed the game for us. It allowed us to identify relevant targets that are ready to scale and reach out to them at the exact right time.”
Image of Erik Straub

Erik Straub

Head of Product, Kickfurther

“Using Apollo.io, we've solved the biggest problem for every business, the lead problem. We are now constrained by sales time and no longer lack interested prospects.”
Image of Michael Transon

Michael Transon

CEO, Victorious

Apollo gives you all the company insights you need

Free to get started, easy to add your whole sales team, commit to monthly or annual plans. We make it easy to get started.