Optavia Information
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.
Organization Website | envestnet.com |
Social Links |   |
Phone Number | 9163033926 |
Industries | |
Headquarters Location | 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
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 growth in traffic to the envestnet.com website. In January, traffic increased to 67361, compared to 62563 in the previous month. The highest traffic in 2026 was recorded in January, reaching 67361 visits.
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Optavia shows a diverse range of experience levels:
8% for 1–2 years8% for 3–4 years11% for 5–7 years11% for 8–10 years62% have over 11 years of service at Optavia
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