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OptiFour Integrated Wealth Management

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Entity: Private
1
Transactions
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About OptiFour Integrated Wealth Management
Within the Acquity Data private market database, OptiFour Integrated Wealth Management is private tracked on Acquity Data. Investment activity recorded for the company includes participation from Creative Planning, Inc.. This profile is documented within Acquity Data.
Investors
Current Investors
Creative Planning, Inc. ••••••••
Past Investors
•••••••• ••••••••
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Investment Details
1 Transactions
Trans. IDInvestment DateExit DateInvestor(s)Deal Size (M)Seller(s)
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OptiFour Integrated Wealth Management M&A Activity
# Company Transaction Date Close Date Sector Country
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Key Executives & Professionals
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Frequently Asked Questions
What does OptiFour Integrated Wealth Management do?
Within the Acquity Data private market database, OptiFour Integrated Wealth Management is private tracked on Acquity Data. Investment activity recorded for the company includes participation from Creative Planning, Inc.. This profile is documented within Acquity Data.
Where is OptiFour Integrated Wealth Management headquartered?
Location information for OptiFour Integrated Wealth Management is available on AcquityData.
When was OptiFour Integrated Wealth Management founded?
Founded year information for OptiFour Integrated Wealth Management is available on AcquityData.
What sector is OptiFour Integrated Wealth Management in?
Sector information for OptiFour Integrated Wealth Management is available on AcquityData.
Who are the investors in OptiFour Integrated Wealth Management?
Current investors in OptiFour Integrated Wealth Management include Creative Planning, Inc.. Sign up to AcquityData to view full investor details, deal dates and transaction history.
How many M&A transactions has OptiFour Integrated Wealth Management been involved in?
OptiFour Integrated Wealth Management has 1 transaction tracked on AcquityData. Sign up to view full investment history including dates, deal sizes, investors and sellers.

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