Wealth & Money Management Awards 2015

Optima Group

Optima Group is one of the 2015 winners of Wealth & Money Management Awards at Wealth & Finance.

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About Optima Group

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

·         Branding

·         Integrated marketing including traditional and digital media

·         Thought leadership and social media


·         Gap analysis and benchmarking

·         Modeling

·         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


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