Great company
The people working here are relentless and phenomenal! So happy to finally have their app
Free
About
Access your financial plan, account details, and balances all in one place. Easily connect with your dedicated financial advisor for personalized support.
✓View financial plan
✓Access account information
✓Check balances
✓Contact Personal CFO
✓Connect with OFI Team
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What's New in Optimize Financial
5.22.1
February 6, 2026
- 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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FAQ
What is Optimize Financial?
Optimize Financial is a mobile application designed to provide users with easy access to their financial plans, account information, and balances. It also facilitates direct communication with their Personal CFO and the OFI Team.
Is Optimize Financial free to use?
Yes, Optimize Financial is available for free. The app does not have any associated costs for download or basic usage.
What devices support Optimize Financial?
Optimize Financial is compatible with iPhone, iPad, and iPod devices, allowing users to manage their finances on the go.
How secure is Optimize Financial?
While specific security measures are not detailed in the provided data, financial applications typically employ industry-standard security protocols to protect user data. Users can expect their information to be handled with care.
How often is Optimize Financial updated?
The latest version of Optimize Financial is 5.22.1, and it was last updated on February 6, 2026. This indicates a commitment to regular updates and improvements.
What is the age rating for Optimize Financial?
Optimize Financial has an age rating of 4+, making it suitable for users of all ages to access and manage their financial information.
Does Optimize Financial have ads?
No, Optimize Financial does not contain advertisements. Users can access all features without interruption from promotional content.
What is the user sentiment for Optimize Financial?
Optimize Financial has received excellent user feedback, holding a perfect 5.0-star rating from 2 reviews. This suggests a highly positive user experience.
