

Optavia: Detailed Company Information & Corporate Profile
Summary
Optavia is a private company. The company currently specializes in the Financial Services area. The Optavia annual revenue is estimated at < 1M. To connect with Optavia employee register on SignalHire.
| Optavia Website | envestnet.com |
| Social Links | |
| Phone Number | 9163033926 |
| Industries | |
| Optavia Headquarters address | n/a, California, 0000 US |
| Specialties | wealth management technology, unified managed account programs, fee-based advisory services, wealth management platform, brokerage, bank trust and RIA solutions, full wealth management lifecycle, investment portfolio management, trading and rebalancing |
| Founded | 2007 |
| Operating Status | Independent Company |
Competitors
Name | Founded | Type | Employees | Revenue | Funding |
|---|---|---|---|---|---|
| 2015 | Partnership | 25 - 100 | 4.5M | $775M | |
| 2015 | Privately Held | 100-200 | < 1M | $2.3B |
Estimated Website Traffic
The chart shows a decline in traffic to the envestnet.com website. In April, traffic decreased to 50743, compared to 71078 in the previous month. The highest traffic in 2026 was recorded in March, reaching 71078 visits.
Workforce Turnover
Corporate Tenure Analytics
Optavia's workforce includes employees across a wide range of tenure levels.
9% have been with the company for 1 to 2 years4% have been with the company for 3 to 4 years13% have been with the company for 5 to 7 years13% have been with the company for 8 to 10 years61% have been with the company for more than 11 yearsCompanies Similar to Optavia
Optavia Corporate Information: FAQ
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