What Opimas does

Opimas is a Boston-headquartered, privately-held management consultancy founded in 2015 that serves leading financial institutions globally across capital markets. The firm is led by co-founder and CEO Octavio Marenzi, a capital markets veteran who previously founded Celent (later acquired by Oliver Wyman, where he oversaw 2,000 consultants). Opimas operates a horizontal coverage model spanning five primary verticals: Risk Management & Regulation, Asset Management, FICC, Securities Servicing, and Equities, addressing themes such as regulatory impact, market structure change, technology disruption, and infrastructure transformation.

The company's core offerings are integrated rather than modular: (1) Strategic Advisory — expert-led consulting engagements to assess and guide client strategy amid evolving market dynamics; (2) Consulting — project-based specialist engagements addressing specific client challenges such as efficiency improvement and post-acquisition integration; and (3) Intellectual Capital — an annual subscription research library delivered through an online platform with interactive reports, videos, and podcasts, available in short, 15-minute analytical, and detailed formats. Approximately one-third of revenues are reinvested into ongoing research to maintain and refresh this content store. Opimas does not develop proprietary software; its technology surface consists of the research delivery platform and supporting content/CRM tooling.

The business model combines professional services revenue (consulting engagements) with recurring subscription revenue (annual research access). Pricing is not publicly disclosed; consulting is engagement-based and research is sold via annual subscription. Go-to-market is enterprise field sales, supported by heavy thought-leadership marketing — the CEO maintains regular presence in CNBC, Bloomberg, Financial Times, and other financial media. Opimas claims a global footprint with no specific geographic restrictions, and its target buyer is consistently the enterprise segment of major financial institutions.

Name

Opimas

Legal name

Opimas

Website

https://opimas.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

Opimas is a Boston-based management consultancy founded in 2015 that provides strategic advisory, consulting, and subscription-based capital markets research to leading global financial institutions across risk, asset management, FICC, securities servicing, and equities.

Ownership category

akta.pro rank

Product category

Financial Management Consulting

NAICS

Marketing Consulting Services (541613)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Investment Management Advisory (RIA) (FSAEAAAB)

Keywords

• Capital markets research
• Financial consulting services
• Investment strategy advisory
• Regulatory risk consulting
• Asset management research

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Strategic Advisory and Consulting: Consulting engagements where specialists work closely with clients to solve critical challenges including improving efficiency, integrating acquired companies, and navigating regulatory changes. The firm leverages deep-rooted market knowledge acquired through professional experience and ongoing research.
2. Intellectual Capital / Research Subscription: Annual subscription access to the firm's library of research reports covering capital market dynamics, regulatory strategies, and peer performance data. Reports are available in multiple formats including short versions, 15-minute analytical overviews, and detailed versions.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Opimas is a management consultancy that provides strategic advisory, project-based consulting, and an annual research subscription to leading financial institutions worldwide. The firm specializes in capital markets topics spanning equities, FICC, asset management, securities servicing, and risk management regulation, helping clients navigate regulatory change, technology disruption, and market restructuring. Opimas reinvests approximately one-third of revenues into ongoing market research to maintain a continually updated library of intellectual capital.

Product overview

Opimas offers a unified consulting and research platform rather than a modular software product. The core offering consists of three integrated service lines: Strategic Advisory (expert consultation on market dynamics and strategy), Consulting (project-based specialist engagements), and Intellectual Capital (research library subscription). The firm delivers content through an online platform with interactive reports, videos, podcasts, and personalized features like saving charts and data to a personal vault. Content is available in tailored formats: short summaries, 15-minute analytical overviews, and detailed comprehensive versions.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategic Advisory
• Consulting
• Intellectual Capital (Research Library)

Segments5 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves1 record

Expansion highlights3 records

Market position

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Opimas