We believe integrating traditional
finance's best practices with modern
technology, which brings the greatest
value to institutions and investors alike.

Transparency in all our transactions and activities, achieved with our digitized methods and smart contracts.

Efficiency in our transaction processes and the creation of a fintech-friendly community.

Empowerment for investors to optimize, enhance, and diversify their investment portfolios.

Risk-management processes will give you a new perspective on modern finance.

We are Optimi

Serra Wei

Co-Founder & CEO

Stanford MBA, Goldman Sachs alumna, angel investor with an investment background in and love for technology

Michael McCarty

President, Trust & Custody

More than 20 years in trust and wealth management

Tina Chiang

Director

Formerly the Senior Executive Vice President, Chief Digital & Technology Officer, and Chief Operating Officer of SinoPac Holdings, President of Bank SinoPac, and Senior Vice President & China General Manager of MasterCard International

Richard Kao

Senior Advisor

Former President of KGI Investment Trust, Former Chief Investment Officer of First Securities Investment Trust, Former Chief Investment Officer of PineBridge Investment, NTU MBA

Dave Timpe

Consultant

CPA, retired as partner from a large regional CPA firm after thirty-seven years of serving clients. His guiding principal while at the CPA firm and now while on various Boards is to treat the organization as if he is the sole owner. He resides in SD but winters in AZ

Carl Wegner