Wealth & Money Management Awards 2015
Optima Group is one of the 2015 winners of Wealth & Money Management Awards at Wealth & Finance.
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Best Market Research Firm – Connecticut
Optima Group is a creative services, strategic consulting and market research firm dedicated to the wealth and asset management industry.
We spark creativity and innovation, producing powerful and actionable solutions informed by independent thinking and exceptional industry knowledge.
Our business strategy and market research practices help our clients better understand their audiences and their competition. We build brands, messaging, and marketing programs that are unique and captivating. Our talented team of professionals has the credentials and knowledge to hit the ground running. Our job is to turn your challenges into marketing programs that work.
For over 30 years, Optima Group has stood apart in providing insight-driven expertise, real world acumen and creative excellence for wealth and asset managers.
Services include: CREATIVE SERVICES
· Integrated marketing including traditional and digital media
· Thought leadership and social media
· Gap analysis and benchmarking
· New product design and development
· Go to market strategies
· Customized qualitative and quantitative studies
· Competitive analysis
Optima Group, Inc.
2150 Post Road Fairfield, CT 06824
P 203 255 1066 F 203 255 2191
Wealth & Finance is proud to announce the commencement of the 7th annual Fund Awards, where the tireless efforts of fund professionals from across the globe are recognised and rewarded. Entering the Fund Awards 2022 on Wealth & Finance Magazine is not only the perfect chance to showcase your strength and successes within your field; it is also a great opportunity to show the belief you have in the acumen and dedication of those whom you work alongside. Just by taking part in this programme you are confirming your belief in the products and services you provide, as well as your commitment to your clients. Announcing your inclusion is a signal to your peers and target audience [Our readers include key decision makers from sectors such as hedge funds (26.25%), Insurance (5.36%), Family Offices (11.09%), Banks (20.45%), Investors (5.36%)] that you are operating at peak efficiency and are willing to undergo the scrutiny to prove it. The Fund Award programme is market and sector agnostic, open to all regions and does not exclude based on type of fund, nor strategies used. We host categories for service providers to funds such as, fintech companies, index providers, analysts and traders. It is our aim to provide the best platform for the hardest working and most consistent performers within the fund industry, highlighting the talent and expertise found across its varied range of endeavours. Going on to win one of Wealth & Finance’s 2022 Fund Awards will furnish you with the evidence you require to show superiority over your competitors. Choosing to enhance your victory with physical and digital items is a great way to further promote your success and assist with drawing in top talent and clientele. We are happy to work alongside our winners on any of their marketing and promotional needs. So if you would like to make a nomination for a fund, firm or individual, you are invited to do so via the voting form on our awards page. Please note, we accept self-nominations as well as 3rd party nominations. If you have any questions regarding the awards or a firm’s eligibility, please contact the awards coordinator, Holly Blackwood.Winners Announced
Wealth and Finance is proud to announce the opening of the inaugural Cryptocurrency Awards, where the tireless efforts of cryptocurrency professionals from across the globe are recognised and rewarded. The Cryptocurrency Awards will celebrate innovation and excellence by awarding those companies and key individuals across the industry. Open to the whole market we will consider crypto projects, exchanges, applications, data mining, blockchain experts, crypto fund managers, service providers to the industry, and more. Each nominee in the Cryptocurrency Awards will be assessed based on their achievements over the past 12 months by our in-house panel of judges. This assessment will be centred around the evaluation of skills and quality of services on offer. The wider market reputation of each nominee will also be taken into consideration during our extensive research process. Should you like to be included in the Cryptocurrency Awards or know of a business, individual or project deserving of a place on the shortlist, please submit a nomination using the voting form. If you have any questions regarding the awards or a firm’s eligibility, please contact the awards coordinator Steve Simpson.Winners Announced
Wealth & Finance International are excited to announce that the Ethical Finance Awards will be returning for the second time in 2023! We launched this programme to shine a light on the key players in the Finance industry who are committed to excellence not only in their day-to-day business practices, but also in ensuring that those practices are ethical, sustainable, and eco-friendly. Ethical Finance has been growing in popularity over recent years, as the public are now demanding more from their banks and financial providers than simply a good service. Today’s consumers are more conscious of social and environmental factors when making purchasing decisions, often prioritising the values of a company when choosing where to invest their money. This is reflected in a recent study by banking platform Mambu, which reported that over two-thirds of respondents want financial institutions to become greener in the future, and that almost half would consider switching providers if an alternative had a stronger commitment to sustainability. While Ethical Finance is still a relatively small industry, the sector continues to gather momentum as each year greener funds are launched and the number of banks with explicit ethical policies increases. This spike in market growth follows internationally recognised initiatives such as the 2015 Paris Agreement and the UN’s Sustainable Development Goals, which were both introduced to motivate countries to support ethical investment and sustainable finance schemes. Shifting to a more ethically driven Finance industry will not only benefit the planet but could also lead to huge economic advancement and create millions of new jobs, according to the Global Commission on the Economy and Climate. Wealth & Finance International will strive to make the Ethical Finance Awards 2023 the pre-eminent guide to the banks, investment firms, mortgage brokers, insurers, pensions providers, and more that have adopted ethical practices across their business. Our website and digital magazine are fantastic platforms for those leading providers operating in this niche market to promote their products and services to an international audience of industry peers and potential clients. All our eventual winners are determined via a thorough process of research and shortlisting, completed by our unbiased team of expert judges that we employ internally. The criteria with which we assess our nominees is purely merit-based, ensuring that those successful in the programme are selected due to performance, customer service, and innovation within their field rather than external factors like the number of votes. Winning firms and individuals will be presented with a variety of free and commercial advertising packages to choose from, each designed to maximise the promotional gains from the award. Should you wish to take part in the Ethical Finance Awards 2023, please don’t hesitate to nominate yourself or a deserving business you know for consideration this year!Voting Closed
Wealth and Finance International returns for the second time with their Global Insurance and Risk Management Awards for 2022. These awards are here to celebrate the contributions delivered by both the insurance and risk assessment sector and all the hard-working professionals involved in it. We pride ourselves on being inclusive with our nominations, meaning all sectors of the industry are welcome to participate, from travel and business insurance to medical indemnity, and worker’s compensation – we aim to not limit the vast array of sectors in this field of expertise. It brings us great joy to be able to acknowledge the grit and determination of those within the industry that have had to face many challenges due to the pandemic. We are looking forward to showcasing businesses who have met these challenges with their innovation and commitment. With technology playing a fundamental role within both the insurance and risk assessment sector, it has become a prime resource of the future of programming and the future of connectivity. Even with the rising cost of operations, businesses have continued to present a 24.15% increase as compared to the same period in the previous year – making it the perfect opportunity to be recognized. Becoming an award winner within the Global Insurance and Risk Management Awards 2022 can be widely beneficial as your company will become recognised on a global scale but is also a great way to demonstrate to potential clients and competitors what you have achieved. To create a level-playing field for all participants, our decisions are based on merit alone – not taking into consideration longevity, size or annual revenue of a business to determine the winner. Successful candidates are chosen by focussing on their reputation and determination to become successful in their industry. Nominees will be granted the opportunity to supply supporting evidence to our judging panel that they may feel plays a vital role in their company, such as a particular achievement or a prosperous business venture. Our in-house research team will also carefully analyse any publicly available information to build a casefile for you, using online sources such as company websites, social medias and customer testimonials. With a global circulation of 130,000 readers, Wealth and Finance International provide a substantial platform to take your company to new heights by promoting and celebrating your brand to a worldwide readership, with the potential to gain new audiences. Should you wish to nominate a business you feel is deserving, or you perhaps would like to submit a self-nomination, you can do so by using our voting form. Alternatively, you can also get in touch with our team directly via email.Winners Announced
Wealth and Finance International is proud to announce the launch of the Venture Capital Awards, being introduced for the first time in 2022! The goal of the Venture Capital Awards 2022 is to recognise the leading players in this field, whose expertise and proficiency in current investment markets and trends has resulted in strong profits, high growth, and technological advancement. After a decade of consistent growth in Venture Capital funding levels, culminating in a series of all-time high quarters throughout 2021, this year so far has seen a degree of pullback on investing value. While some industry commentors may interpret this as a sign of market decline, we at Wealth and Finance International instead see the potential for innovation in this sector. The Venture Capital industry is on the precipice of significant evolution in both the financing process and investment cycle, as seed capital is slowly becoming the dominant funding stage. Growing commitment to ESG-focused and sustainable investing methods is another influential factor shaping the Venture Capital landscape today. All sectors have faced various challenges since the start of the pandemic, but Venture Capital continues to be a robust and forward-thinking industry that encourages entrepreneurship, innovation, and development of emerging companies. Taking part in the Venture Capital Awards 2022 will provide a fantastic opportunity to promote your services to our international circulation of industry peers and potential clients, while cementing your status as a pioneer of the ever-changing Venture Capital sphere. This program will take into consideration firms of all sizes and specialties, even providing categories for individual Venture Capitalists who have experienced considerable success across their personal portfolios. Wealth and Finance International employs a dedicated team of in-house research specialists, who use publicly available resources to independently assess nominees, arriving at a final shortlist of recipients selected through our merit-based criteria. Proudly not pay-to-play, taking part in the Venture Capital Awards 2022 is completely free of charge, and Wealth and Finance International give all awardees the opportunity to accept a complementary package to celebrate their win. We also offer a selection of commercial options, designed to maximise your exposure across our platforms and get the most out of the award. No matter what level you are interested in taking part at, we wish you good luck in the Venture Capital Awards 2022 and every success in the future!Winners Announced
Wealth and Finance International is proud to announce the much-awaited return of the FinTech Awards 2022, making its way back for the 5th consecutive year! As global funding for the FinTech industry in 2021 exceeded that of 2020 by more than 96%, we’re starting to see a stark increase in ‘decacorns’ and ‘unicorns’ due to the industry growing on an exponential scale! In the UK, FinTech investment hit £17.7 billion in the first half of the year, while 33% of all new unicorns around the world have been FinTech-focused over the past three months. There are numerous new technologies and concepts that are becoming more popular, accessible and mainstream going through 2022. Innovations such as embedded finance, BNPL (Buy Now Pay Later) and open banking are developing alongside the expansion of cryptocurrencies and blockchain technologies. Those operating within the FinTech industry are constantly pushing boundaries and limitations, providing consumers and business leaders with a more simplified user experience when it comes to financial management. FinTech experts make our lives easier and eliminate unnecessary levels of stress from our daily lives. The FinTech industry is always growing and evolving, never standing still or looking the same as time passes. The industry's leaders are constantly innovating and formulating secure and creative methods of managing your finances! The FinTech Awards 2022, hosted by Wealth & Finance International, aims to showcase and secure your business’s position as a true leader and trend-setter within the industry, as well as informing potential clients and colleagues that you are providing an award-winning service! This prestigious long-running awards programme is completely free to enter! If your business is lucky enough to be successful, you will be presented to our circulation and promoted on our website for a minimum of 12 months. In addition, our successful parties are welcome to choose from our range of competitively-priced promotional packages to celebrate the good news! These consist of several fashionable items to help spread the message of your success, as well as editorial opportunities to be featured within this year’s celebratory magazine! Being successful in the FinTech Awards 2022 will provide you with the evidence you require to prove beyond any reasonable doubt that you stand out from the rest. Wealth & Finance International provides a unique opportunity to cement each winners’ third-party recognition of the award and promote their brand across our global readership of over 67,000 diverse professionals! Receiving an award can also provide a huge boost to internal employee morale, demonstrating that your continued hard work and dedication over the past year is recognised and valued. If you would like to nominate either yourselves or another business you feel is worthy of being successful, then please complete the voting form found at the top of this webpage. Alternatively, if you would like further information about how the FinTech Awards 2022 can benefit your organisation, then please do not hesitate to contact the awards co-ordinator Dean Taylor directly at [email protected]!Winners Announced
Year upon year, the demand for talent has continued to grow within the highly competitive and dynamic tax industry. Technological innovations are consistently driving the market forward, with digital solutions leading the way. Professionals within this sector must be ready to explore new ways of working and keep up with the challenges facing them to stay at the forefront of these ever-evolving conditions. To highlight the essential tax services and solutions providers from across the corporate landscape, Wealth & Finance International are delighted to announce the Global Tax Awards for 2022! From tax advisors and consultants, to auditors, attorneys, and technology developers, the programme will explore this exceptionally diverse industry and reward those who have gone above and beyond; those who are showcasing their expertise and playing an integral part in the tax market. The Global Tax Awards are judged purely on merit and not on the number of votes received. Once our esteemed nominees have been established, our in-house research team will carefully create a shortlist based on various criteria and information that is available both online and in the public domain, including any materials supplied by the nominees. Successful organisations are then presented with their award and complementary marketing materials that will be invaluable to their PR portfolio in publicising their win. In addition to this, we give companies the option to be featured in our annual winners’ magazine, distributed to a worldwide circulation of high net worth and ultra-high net worth individuals, fund managers, institutional investors, and professional services firms, alongside the choice of several other personalised marketing items, suited to all budgets. With our broad circulation and selection of prestigious awards programmes, Wealth & Finance International provides the perfect platform for companies to share their success and services with a highly-targeted audience. Taking the above into consideration, if you are a member of or are aware of a company which you feel is deserving of a nomination within the Global Tax Awards, then please feel free to complete the voting form on this page. If you have any questions about the award, entry requirements or timelines, please do not hesitate to get in touch and a awards coordinator will be happy to help!Winners Announced
Wealth & Finance International is thrilled to announce the return of the 2nd annual Retirement Planning Awards! Once again, we strive to honour and commemorate those whose work allows this crucially important industry to flourish. Candidates for the Retirement Planning Awards 2023 will include the entire spectrum of contributors to the pensions and retirement field. From the financial advisors who bring consumers reassurance and empowerment, to the pension plan providers and fund managers who facilitate retirement income generation; Wealth & Finance International is committed to celebrating all influential businesses in the industry. This also includes providers of technology that supports financial professionals in the administration of pensions and allows them to deliver a member experience which meets increasingly high consumer expectations. In light of recent developments in the pensions industry, the Retirement Planning Awards 2023 arrives at a fitting time. As global interest rates increase, purchasing insurance products for company pension schemes is becoming more feasible, adding to further security in retirement planning. Considering that most consumers believe employee benefits are their best chance of ensuring a comfortable retirement, this bodes well for member participation of workplace pension schemes. Furthermore, with the use of helpful pension plan schemes such as CDCs, accessibility in retirement planning is improving. This combined with the ongoing development of industry technology and the increasing savvy with which pension plan managers provide for their members, the Retirement Planning market is showing signs of firm growth and fortitude. The Retirement Planning Awards 2023 serves to showcase the professionals and firms which make this possible. Should you become one of our prestigious winners, Wealth & Finance International’s globally circulated platform will be available for you to share your achievements with our 130,000+ audience of high-net-worth individuals, institutional investors, and professional services firms. So, if you, an organisation or a professional you know of is exhibiting excellence in what they do, please do not hesitate to engage with our Nominations Team or use the provided voting form. Our unbiased in-house research and judging team thoroughly consider and evaluate each candidate to determine those who have truly shown themselves to be ahead of the competition. Wealth & Finance International is looking forward to announcing the winners of the Retirement Planning Awards 2023.Voting Closed
Wealth & Finance are proud to introduce the inaugural Management Consulting Awards which is the latest edition to our awards portfolio. The awards will showcase the true value of consulting to both the private and public sector from across the globe. Consultants play a crucial role within today’s society by helping clients achieve better results, for less money and faster. Many businesses recognise the value that consultants bring to an organisation by offering expertise in certain areas with the ability to add additional value to key projects. Having a fresh external perspective is highly effective in achieving organisational success. Consultants provide necessary technical expertise combined with a complex understanding of business and organisational dynamics. Taking part in the Wealth & Finance Management Consulting Awards 2022 is the perfect way to affirm your status as an industry leader, whilst also instilling confidence in your clients, customers, and colleagues that you are providing an award-winning service. Awards are proven to boost company morale and our readers are always wanting to hear of award-winning companies and their proven sustainable strategies. Here at Wealth and Finance we are passionate about assisting companies and individuals receive the recognition they deserve for their hard work and efforts. We are keen to welcome a vast array of firms from around the world, and pride ourselves on obtaining a diverse list of companies. We include businesses of all sizes, regardless of number of employees, length of service or annual turnover, in our efforts to ensure that only those truly deserving are successful. All applicants are welcome to provide further materials in support of their nomination, case files, product samples and media packs are all accepted but are not mandatory. In a process which can take up to eight weeks, our experienced research team perform extensive research and fact-checking using publicly available information alongside any further materials supplied to determine this year’s winners. Should you wish to be included in the Management Consulting Awards 2022 or know of a business or individual deserving of a place on the shortlist, please submit a nomination using the voting form above.Winners Announced
Wealth and Finance International is delighted to announce the return of the Cyber Security Awards! Now in its second year, the Cyber Security Awards will exclusively reward companies and individuals who excel within the cyber security industry. From software specialists to IT training providers, the Cyber Security Awards highlights a wide array of top performers and innovators from various sub-sectors within the Cyber Security space. Each year, the number of cyber threats exponentially increases and in an industry that is under constant demand, cyber security firms are tasked with offering the most innovative security solutions to meet the needs of all kinds of businesses. We at Wealth and Finance appreciate how vital cyber security is for protecting the day-to-day operations of businesses and individuals alike and we remain passionate about showcasing a diverse selection of firms and individuals who deserve to be recognised for their contributions. Responsible for also creating solutions to protect against constantly evolving threats, cyber security firms work exceedingly hard to protect their consumers, and innovation is of crucial importance. Subsequently, the cyber security industry is extremely competitive and we take pride in recognising those who prove themselves to be front-runners and pioneers within the industry. Using a merit-driven awards methodology to assess and determine winners, the Cyber Security awards will offer a fair playing field for companies of all sizes and encompass cyber specialists of all kinds! Should you know of a company or individual deserving of a nomination, please use our voting form to submit an entry. Please note that we also encourage self-nominations so don't hesitate to put yourself forward if desired. The Cyber Security Awards are the perfect opportunity to exemplify the efforts and contributions made by cyber security specialists each year. In a world that is under constant direct threat from phishing scams and cyber-attacks, we need cyber security experts now more than ever. Good luck to all the nominees.Vote Now