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Opal Wealth Advisors Logo
Opal Wealth Advisors Growth Score
81
CB Rank
1153843
Heat Score
55
Opal Wealth Advisors is an investment advisory firm based in Jericho, New York.
Founded
obfuscation
Private Jericho, New York, United States1-10 opalwealthadvisors.com
Advice
Consulting
Financial Services
Wealth Management
Overview

Opal Wealth Advisors
Growth Score
81
Heat Score
55

Growth Score81
-4 pts
in past quarter
Heat Score 55
-6 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Opal Wealth Advisors

CB Rank
1153843
Opal Wealth Advisors is an investment advisory firm based in Jericho, New York.
Founded
obfuscation
Private Jericho, New York, United States1-10 opalwealthadvisors.com
Advice
Consulting
Financial Services
Wealth Management

Details

Legal Name Opal Wealth Advisors, LLC
Also Known As OWA
Operating Status Active
Company Type For Profit
Phone Number 516-388-7980
Contact Email info@opalwealthadvisors.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning Services
Comprehensive financial planning to help clients organize their finances, set goals, and create strategies for wealth management and retirement.
Investment Advisory Services
Professional management and advice on investment portfolios to align with clients' risk tolerance and financial objectives.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 19
News

News and Press

News•May 14, 2025
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News•Apr 15, 2025
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News•Nov 23, 2021
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

395
68.8%
 in past month

IT Spend

$72.9KThis year, Opal Wealth Advisors is projected to spend $72.9K on IT, according to Aberdeen.

Active Website Tech Count

12Opal Wealth Advisors is actively using 12 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, DNSSEC, and  Apache.
Sub-Organizations
Frequently Asked Questions

Where is Opal Wealth Advisors's headquarters? Opal Wealth Advisors is located in Jericho, New York, United States.Who are Opal Wealth Advisors's competitors? Alternatives and possible competitors to Opal Wealth Advisors may include Mariner Wealth Advisors, CAPTRUST, and  Robert W. Baird & Co..
Who We Are
What We Do
Helpful Links
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