What is Opal Wealth Advisors?
Opal Wealth Advisors, based in Jericho, New York, specializes in providing personalized financial guidance. The firm assists clients, particularly pre-retirees, women, and entrepreneurs, in managing their finances, planning for retirement, and achieving their financial objectives. Through its OPAL+ program, Opal Wealth Advisors aims to demystify complex financial landscapes and deliver tailored attention, ensuring clients remain aligned with their long-term financial strategies and attain peace of mind.
How much funding has Opal Wealth Advisors raised?
Opal Wealth Advisors has raised a total of $150K across 1 funding round:
Debt
$150K
Debt (2020): $150K with participation from PPP
Key Investors in Opal Wealth Advisors
PPP
Public-Private Partnership
What's next for Opal Wealth Advisors?
The substantial late-stage funding indicates a pivotal moment for Opal Wealth Advisors, positioning the firm for accelerated growth and market expansion. This strategic investment is likely to fuel enhancements in service offerings, technological advancements, and broader client outreach. The company is poised to further solidify its position as a trusted partner for individuals seeking to achieve financial freedom and security.
See full Opal Wealth Advisors company page
