Source: Pensions & Investments

Optimal Asset Management: Pershing agrees to make Optimal Asset acquisition

Bank of New York Mellon subsidiary Pershing agreed to acquire direct indexing provider Optimal Asset Management.

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Followers on Owler

Est. Annual Revenue

$100K-5.0M

Est. Employees

1-25

CEO

Vijay Vaidyanathan

CEO Approval Rating

90/100

Optimal Asset Management is a California-based investment platform that offers solutions such as direct indexing and portfolio analytics for institutions and wealth managers.