Optimize Financial

Optimize Financial
Content rating
Everyone
10+
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Content rating
Everyone
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About this app

This Mobile App allows you to view your financial plan, account information, balances and easily contact Your Personal CFO--The OFI Team!
Compounding hope, generosity, and confidence by optimizing financial decisions
Updated on
Jul 19, 2026

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
  • This app may share these data types with third parties
    Personal info, App activity and 2 others
  • This app may collect these data types
    Personal info
  • Data is encrypted in transit
  • Data can’t be deleted

What’s new

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes
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Content rating
Everyone
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App support

About the developer
OPTIMIZE FINANCIAL INC.
info@optimizefinancial.com
23212 Mill Creek Dr Laguna Hills, CA 92653 United States
+1 949-471-0000
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