Opex Technologies
Opex Technologies is a Raleigh, NC-based vendor-agnostic technology advisory firm founded in 2004 that helps mid-market and Fortune 100 enterprises source, implement, and manage as-a-Service solutions across 650+ technology providers, with a dedicated Private Equity Practice and proprietary AI advisory tools.
- Company typePrivate
- Founded2004
- HeadquartersRaleigh, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Opex Technologies does
Opex Technologies is a US-based technology advisory firm founded in 2004 and headquartered in Raleigh, North Carolina, that helps mid-market and Fortune 100 enterprises navigate the as-a-Service technology marketplace across cloud, data center, security, network, AI, collaboration, voice, customer experience, and managed services categories. The firm represents 650+ technology providers on a vendor-agnostic basis and delivers two core service lines: Technology Transformation Projects (TTP), a project-based advisory and implementation model covering sourcing, procurement, implementation oversight, and lifecycle management, and Strategic Leadership as a Service (SLaaS), a recurring multi-year SOW model providing ongoing executive-level technology guidance. The company serves enterprise clients including financial institutions ($2B to $44B in size), global manufacturing, automotive/industrial, retail, and healthcare organizations, and operates a dedicated Private Equity Practice for PE firms and their portfolio companies.
Operationally, Opex employs 25+ senior advisors, engineers, project managers, and client success staff across 11 technology categories and maintains channel partnerships with CBTS (named 2025 National Channel Partner of the Year) and AVANT (#1 Overall Trusted Advisor, 2025). The firm has invested in proprietary AI tooling including dAIsy (an AI agent engine) and OpexIQ (an RFI/RFP platform), and is modernizing its internal Salesforce and NetSuite ERP environment with custom API integrations to support an AI-enabled advisor workflow. In May 2025, Opex received a strategic growth investment from Bregal Sagemount's Basecamp fund to fund M&A, and in June 2026 acquired Intellys Corporation (Dallas) as its first add-on. The business is privately held, generates undisclosed revenue, and reports $100M+ in client spend under advisement, 1,000+ clients advised, and 3,000+ as-a-Service orders implemented annually.
Opex Technologies firmographics
Firmographics- Name
- Opex Technologies
- Legal name
- Opex Technologies LLC
- Website
- https://opextechnologies.com
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Opex Technologies is a Raleigh, NC-based vendor-agnostic technology advisory firm founded in 2004 that helps mid-market and Fortune 100 enterprises source, implement, and manage as-a-Service solutions across 650+ technology providers, with a dedicated Private Equity Practice and proprietary AI advisory tools.
- Ownership category
- akta.pro rank
Opex Technologies industry classification
Industry- Product category
- Technology Advisory Services
- NAICS
- Computer Systems Design and Related Services (54151)
- SIC
- Services-Computer Integrated Systems Design (7373), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- DevOps, SRE & Platform Engineering Consulting (BPAHAEAK)
Keywords
Where Opex Technologies is headquartered
LocationHeadquarters
- HQ city
- Raleigh
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Opex Technologies business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Technology Advisory Services: Opex Technologies serves as a trusted advisor helping businesses navigate the complex as-a-Service marketplace. The company provides strategic guidance, engineering expertise, procurement support, implementation oversight, and lifecycle management across mission-critical technology solutions. Revenue is generated through advisory retainers and project-based professional services.
- Strategic Leadership as a Service (SLaaS): The company offers Strategic Leadership as a Service, providing ongoing advisory engagement to clients. Operating under a low-cost SOW model, aligning services with clients' business goals whether technical, operational, or financial.
- Technology Transformation Projects (TTP): Helping clients strategize, source, implement and manage solutions across mission-critical technologies. Revenue generated through project-based engagements for technology transformation initiatives.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Outcome Based/ Performance | Multi-year contract | Low-cost SOW model |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels6 records
Opex Technologies product offering
Product offeringCore offering
Opex Technologies is a vendor-agnostic technology advisory firm that helps enterprise and mid-market clients strategize, source, implement, and manage as-a-Service technology solutions across cloud, data center, security, network, AI, collaboration, voice, customer experience, and technology expense management. The firm delivers two primary engagement models: Technology Transformation Projects (TTP) for project-based vendor selection and implementation oversight, and Strategic Leadership as a Service (SLaaS) for ongoing executive-level advisory.
Product overview
Opex Technologies is a technology advisory firm (not a traditional software/SaaS product company) offering two primary service categories: Technology Transformation Projects (TTP) and Strategic Leadership as a Service (SLaaS). The company operates with a network of 500+ to 650+ technology service providers and offers proprietary AI-powered tools including dAIsy (AI agent engine) and OpexIQ (RFI/RFP platform). Advisory services span Data Center, Customer Experience (CX), Security, Network, AI, and Technology Expense Management, delivered through specialized practices including a dedicated Private Equity Practice. The company was founded in 2004, is headquartered in Raleigh, NC, and was backed by growth equity firm Bregal Sagemount in 2025.
Differentiator
Problem solved
Functional benefit
Brands
- OpexIQ: AI-powered RFI and RFP platform
- dAIsy
Products and services
- Technology Transformation Projects (TTP) Project-based advisory services covering the full technology lifecycle including strategy, vendor selection, procurement, implementation oversight, and ongoing management across cloud, data center, security, network, AI, collaboration, voice, and customer experience solutions for enterprise and mid-market clients.
- Strategic Leadership as a Service (SLaaS) Recurring executive-level advisory engagement providing ongoing strategic guidance for technology decisions, helping clients navigate the as-a-Service marketplace with continuous support delivered under a low-cost SOW model.
- Data Center as-a-Service Advisory
- Customer Experience (CX) as-a-Service Advisory
- Security as-a-Service Advisory
- Network as-a-Service Advisory
- Technology Expense Management (TEM)
- Private Equity Practice
Quantifiable outcome
- 24% Average Technology Transformation Project Cost Savings
- +5 more outcomes
Companies that use Opex Technologies
Customer profileNamed customers9 records
Segments5 records
Ideal customer profiles5 records
Opex Technologies technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
Opex Technologies partnerships and signals
Strategic signalScale indicators10 records
Recent moves7 records
Expansion highlights6 records
Opex Technologies competitors and assessment
Company assessmentDirect peers
- AVANT Communications: AVANT is a technology services distributor and trusted advisor serving enterprise and mid-market clients with a multi-vendor portfolio across cloud, security, and network. Opex and AVANT operate as channel partners but also compete directly for the same trusted-advisor seat on enterprise engagements.
- CBTS: CBTS is a technology solutions provider delivering consulting, infrastructure, and managed services across AI, cloud, security, and collaboration. It is both a core channel partner for Opex and a direct competitor for enterprise transformation engagements.
- Presidio: Presidio is a global IT solutions and managed services provider serving enterprise clients across cloud, security, networking, and AI. Comparable vendor-agnostic advisory and implementation model serving similar mid-market to Fortune 100 buyers.
- Insight Enterprises: Insight Enterprises is a global IT advisory and solutions integrator combining hardware/software procurement with professional and managed services. Comparable enterprise-facing technology advisory and transformation services spanning cloud, data center, and security.
- ePlus: ePlus is a technology solutions and services provider offering consulting, integration, financing, and managed services across cloud, security, and networking. Comparable vendor-agnostic advisory model serving enterprise and mid-market clients.
- CDW: CDW is a leading multi-brand technology solutions provider delivering advisory, configuration, and managed services across cloud, security, networking, and AI. Comparable enterprise IT advisory and integration scope with deep vendor portfolio breadth.
- World Wide Technology (WWT): WWT is a global technology solutions provider offering advisory, integration, and managed services across enterprise IT, with a deep vendor ecosystem and Advanced Technology Center. Comparable enterprise transformation and vendor-agnostic advisory positioning.
Broad incumbents
- Accenture: Accenture is a global professional services firm delivering large-scale technology consulting, cloud transformation, and managed services. Overlaps with Opex on enterprise cloud, security, and AI advisory but operates at vastly larger scale across many industries.
- Deloitte Consulting: Deloitte's technology consulting practice delivers enterprise cloud, cyber, and AI transformation advisory. Overlaps with Opex on enterprise IT strategy and implementation, though Deloitte operates at much greater scale and broader portfolio scope.
Others
- Gartner: Gartner is the leading IT research and advisory firm providing vendor evaluation, market research, and consulting. Adjacent to Opex through shared enterprise buyer relationships and overlapping vendor evaluation content, but does not deliver the implementation and project management services that differentiate Opex.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Opex Technologies social profiles
Digital presenceOpex Technologies financial estimates
Financial estimateRevenue estimate
Valuation estimate
Opex Technologies leadership team
Management profileNumber of profiles
Profiles16 records
Opex Technologies subsidiaries and ownership
Company hierarchySubsidiaries1 record
Opex Technologies funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Opex Technologies M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Opex Technologies
What does Opex Technologies do?
Opex Technologies is a vendor-agnostic technology advisory firm that helps enterprise and mid-market clients strategize, source, implement, and manage as-a-Service technology solutions across cloud, data center, security, network, AI, collaboration, voice, customer experience, and technology expense management. The firm delivers two primary engagement models: Technology Transformation Projects (TTP) for project-based vendor selection and implementation oversight, and Strategic Leadership as a Service (SLaaS) for ongoing executive-level advisory.
Is Opex Technologies a public or private company?
Opex Technologies is a private company. It is classified as private equity controlled and is currently operating.
When was Opex Technologies founded?
Opex Technologies was founded in 2004. It employs 11 to 50 people.
Where is Opex Technologies based?
Opex Technologies is headquartered in Raleigh, United States, in the North America region.
How does Opex Technologies make money?
Three revenue lines are on record. Technology Advisory Services are the primary driver. The others are strategic Leadership as a Service (SLaaS) and technology Transformation Projects (TTP).
Who are Opex Technologies's main competitors?
Direct peers on record are AVANT Communications, CBTS, Presidio, Insight Enterprises, ePlus, CDW and World Wide Technology (WWT). Broad incumbents are Accenture and Deloitte Consulting. Gartner is listed as an others.
Does Opex Technologies have an API?
No public API is recorded for Opex Technologies.
What industry is Opex Technologies in?
Opex Technologies's product category is Technology Advisory Services. Its primary akta.pro industry code is BPAHAEAK, DevOps, SRE & Platform Engineering Consulting. Its NAICS code is 54151 and its SIC code is 7373.