Optivest
Optivest, Inc. is a privately held boutique multi-family office founded in 1987 in Southern California providing wealth management, financial planning, and real estate and alternative investment services to high-net-worth individuals and families, with a stated focus on multi-generational wealth preservation and philanthropic planning.
- Company typePrivate
- Founded1987
- HeadquartersDana Point, United States
- Headcount501–1,000
- GTM typeB2C
- OfferingServices
What Optivest does
Optivest, Inc. is a privately held, California-incorporated boutique multi-family office founded in 1987 by Mark Van Mourick and headquartered in San Juan Capistrano, California (relocated in 2025). The firm provides wealth management, financial planning, and real estate and alternative investment services to high-net-worth individuals and families in Southern California, with stated emphasis on multi-generational wealth preservation, estate and tax planning coordination, and philanthropic planning.
Its core product surface comprises three integrated service lines: Wealth Management, delivered through an open-architecture investment platform that strategically blends equity, fixed income, alternatives, and real estate; Financial Planning, delivered through the proprietary OptiPlan process that coordinates investment, estate, and tax strategies; and Real Estate and Alternative Investments, including DST/1031 Exchange offerings supported by over 30 years of firm experience. Securities are offered through a third-party broker-dealer, Gramercy Securities, Inc. (member FINRA & SIPC), while client assets are custodied at Charles Schwab and accessed via a unified client portal powered by Orion Advisor Services, with eMoney underpinning the OptiPlan financial planning platform. The firm also operates affiliated entities (Optivest Properties, LLC; Optivest Investment Banking, Inc.; Optivest Retirement Strategies, LLC) and the Optivest Foundation, Inc.
Optivest generates revenue primarily through asset-based advisory fees calculated as a percentage of assets under management with breakpoints that may reduce the fee percentage as household assets grow, supplemented by hourly or fixed fees for financial planning and consulting, and commissions on portfolio transactions. The firm operates a sales-led, relationship-based go-to-market model, acquiring and retaining clients through direct advisor engagement, a referral network, quarterly newsletters and economic outlook reports, and community engagement via the Optivest Foundation. Ownership is concentrated in CEO Leslie Calhoun, who acquired the firm from the founder in 2018, with Matt McManus joining as COO the same year and being elevated to Partner in 2024.
Optivest firmographics
Firmographics- Name
- Optivest
- Legal name
- Optivest, Inc.
- Website
- https://optivestinc.com
- Company type
- Private
- Founded year
- 1987
- Operating status
- Operating
- Headcount range
- 501–1,000 employees
- Short description
- Optivest, Inc. is a privately held boutique multi-family office founded in 1987 in Southern California providing wealth management, financial planning, and real estate and alternative investment services to high-net-worth individuals and families, with a stated focus on multi-generational wealth preservation and philanthropic planning.
- Ownership category
- akta.pro rank
Optivest industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)
- akta.pro secondary industries
- Financial Planning–Led RIAs (FSAAACAB), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)
Keywords
Where Optivest is headquartered
LocationHeadquarters
- HQ city
- Dana Point
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Optivest business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Asset-Based Advisory Fees: Ongoing fees based on a percentage of assets under management. Fee schedule includes breakpoints that may result in lower fees on additional deposits as household assets grow.
- Financial Planning and Consulting Fees: Hourly or fixed fees for financial planning and general investment consulting services
- Commissions: Commissions paid to financial professionals when buying investments for clients, in addition to advisory fees
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Asset-based fee with breakpoints |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Optivest product offering
Product offeringCore offering
Optivest is a boutique multi-family office that provides wealth management, financial planning, and real estate/alternative investment advisory services to select high-net-worth individuals and families. Its core offerings are built around an open architecture investment platform and the proprietary OptiPlan process that coordinates investment management with estate and tax planning for multi-generational wealth preservation.
Product overview
Optivest is a premier boutique multi-family office providing a unified suite of wealth management and financial advisory services. The core offerings include Wealth Management (using an open architecture investment platform), Financial Planning (via the proprietary OptiPlan process), and Real Estate and Alternative Investments. These services are designed to work together as an integrated approach to multi-generational wealth preservation, combining investment management, estate planning, and tax planning strategies for comprehensive client advice.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Investment management service for high-net-worth individuals and families utilizing an open architecture investment platform that blends equity, fixed income, alternatives, and real estate to build diversified, durable portfolios for multi-generational wealth preservation.
- Financial Planning (OptiPlan) Comprehensive financial planning delivered through the OptiPlan process, integrating investment management with estate and tax planning strategies to provide objective advice and preserve legacy across generations.
- Real Estate and Alternative Investments Investment services covering real estate and alternative assets with over 30 years of experience, offering tax-sheltered income, DST/1031 Exchanges, and access to a select group of managers and developers for unique growth opportunities.
- Multi-Family Office Services Boutique multi-family office service delivering the full suite of wealth management, including multi-generational wealth planning, for select individuals and families in Southern California.
Quantifiable outcome
- Diversified portfolios designed to perform in all market conditions through strategic asset allocation
Companies that use Optivest
Customer profileNamed customers1 record
Segments2 records
Ideal customer profiles2 records
Optivest technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature2 records
Optivest partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- Gramercy Securities, Inc.coreSecurities are offered through Gramercy Securities, Inc., member FINRA & SIPC. Located at 3949 Old Post Road, Charlestown, RI 02813. Gramercy Securities provides securities processing and regulatory services for Optivest's investment advisory operations.
- Charles SchwabcoreClient investment accounts are custodied at Charles Schwab. Clients can monitor their Schwab brokerage accounts through the client portal for comprehensive account visibility.
- Orion Advisor ServicescoreOrion provides the client portal platform where clients can view all household financial accounts including direct investments and accounts custodied at Charles Schwab in one unified view.
- eMoneycoreeMoney powers the OptiPlan financial planning platform, allowing clients to view their comprehensive financial plans and track progress toward goals.
Scale indicators2 records
Recent moves7 records
Expansion highlights4 records
Optivest competitors and assessment
Company assessmentDirect peers
- Aspiriant: Fee-only, multi-family office-style RIA headquartered in Los Angeles serving high-net-worth individuals and families with comprehensive wealth planning, investment management, and tax/estate coordination - highly comparable size, geography, and service mix to Optivest.
- Cresset Wealth Advisors: Boutique multi-family office serving HNW and UHNW families with open-architecture investment management, financial planning, and family office services - directly mirrors Optivest's boutique MFO positioning and HNW-lite target client.
- Mariner Wealth Advisors: RIA providing wealth advisory and multi-family office services to HNW clients including investment management, financial planning, estate and tax planning; comparable breadth of services to Optivest though substantially larger via M&A roll-up.
- Cerity Partners: Wealth management and multi-family office firm offering investment advisory, financial planning, tax and estate planning to HNW individuals and families - directly comparable in service mix to Optivest's OptiPlan approach.
- Beacon Pointe Advisors: California-based boutique RIA serving HNW individuals and families with comprehensive financial planning, investment management, and family office services - closely matches Optivest's size, geography, and target client.
- GenSpring Family Offices: Multi-family office focused on HNW families providing wealth advisory, investment management, financial planning and family governance - directly comparable multi-family office service model and HNW-lite client profile.
Broad incumbents
- Creative Planning: Large national RIA offering wealth management, financial planning, and family office services to HNW clients across all 50 states - overlaps Optivest's offerings but at much greater scale and with national reach.
- Edelman Financial Engines: Largest independent RIA in the U.S., providing investment advisory, financial planning, and tax-coordinated wealth services to mass-affluent through UHNW clients - broader and far larger competitor with overlapping capabilities.
- Brown Brothers Harriman (Weath Management): Private bank and wealth manager with multi-family office services including investment management, trust and estate planning, and banking - comparable multi-family office capability set though operating at significantly greater scale across geographies.
Regional players
- Cardinal Point Wealth Management: Boutique RIA serving HNW individuals and families in the Western U.S. with financial planning and open-architecture investment management - similar boutique profile and service mix to Optivest but serving different regional markets.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Optivest social profiles
Digital presenceOptivest compliance and trust
Trust signalCompliance3 records
Optivest financial estimates
Financial estimateRevenue estimate
Valuation estimate
Optivest leadership team
Management profileNumber of profiles
Profiles4 records
Optivest subsidiaries and ownership
Company hierarchySubsidiaries4 records
Optivest funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Optivest M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Optivest
What does Optivest do?
Optivest is a boutique multi-family office that provides wealth management, financial planning, and real estate/alternative investment advisory services to select high-net-worth individuals and families. Its core offerings are built around an open architecture investment platform and the proprietary OptiPlan process that coordinates investment management with estate and tax planning for multi-generational wealth preservation.
Is Optivest a public or private company?
Optivest is a private company. It is classified as management employee owned and is currently operating.
When was Optivest founded?
Optivest was founded in 1987. It employs 501 to 1,000 people.
Where is Optivest based?
Optivest is headquartered in Dana Point, United States, in the North America region.
How does Optivest make money?
Three revenue lines are on record. Asset-Based Advisory Fees are the primary driver. The others are financial Planning and Consulting Fees and commissions.
Who are Optivest's main competitors?
Direct peers on record are Aspiriant, Cresset Wealth Advisors, Mariner Wealth Advisors, Cerity Partners, Beacon Pointe Advisors and GenSpring Family Offices. Broad incumbents are Creative Planning, Edelman Financial Engines and Brown Brothers Harriman (Weath Management). Cardinal Point Wealth Management is listed as a regional player.
Does Optivest have an API?
No public API is recorded for Optivest.
What industry is Optivest in?
Optivest's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite), with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.