Optima Partners LLC

optima-partners.com · New York City, United States of America

Optima Partners LLC is a regulatory compliance and risk management consulting firm that advises investment managers, broker-dealers, and other financial services institutions on global securities regulation. The company provides services such as SEC, FCA, and other regulatory registrations, compliance program design and testing, regulatory reporting, and ongoing outsourced compliance support. It generates revenue through project-based consulting engagements and recurring advisory and outsourcing contracts.

  • IT Consulting & Implementation
Revenue
$7.0M
Employees
35
Founded
2014
Headquarters
New York City, United States of America

What 20 Arbolus experts think of Optima Partners LLC

The NPS distribution is positive, with most experts reporting scores of 7–9 and one 10—reflecting high specialist satisfaction. Renewal Intent is high among those with ongoing or repeat spend, generally tied to hard-to-fill or peak hiring cycles. Stickiness correlates with implementation beyond one year, and the main themes include specialist expertise, relevance of candidates, and strong understanding of financial hiring needs. A minority mention concerns over scalability for broader or high-volume needs. Overall Customer Sentiment: Positive

Who reviewed Optima Partners LLC

Total customers 20 17 current · 3 former
Reviews growth +3 in six months
Seniority of respondents
  • C-Suite 85% (17)
  • Director 15% (3)
Operations Manager C-Suite NPS 7 Will renew
Legal Executive Director NPS 7 Not renewing
Legal Partner C-Suite NPS 8 Will renew

Employer names and spend open in the full report, along with the other 17 customers.

Everything 20 customers told us about Optima Partners LLC.

Employer names, spend, renewal intent and every written answer behind the numbers on this page.

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Sentiment

30 Net Promoter Score, from 20 scored reviews
  • Promoters 6
  • Passives 14
  • Detractors 0

Cumulative NPS by month

+0 over 5 months
  • Jul 8
  • Aug 8
  • Nov 8
  • May 8
  • Sep 8

Net Promoter Score across 7 reviews, accumulated up to each month. Category median 37 across 7 companies.

Praised

  • Access to Passive Talent Pools
  • Specialist Recruitment Expertise
  • Collaborative Approach and Service Quality
  • AI-Enabled Talent Sourcing

Criticised

  • Competition from AI and Large Platforms
  • Service Consistency
  • Cost-Effective Alternatives
  • Scalability in High-Volume Hiring

What customers say

Access to Passive Talent Pools
“I recommend them for their ability to access talent pools that are tough to reach with standard channels.”
Specialist Recruitment Expertise
“I would rate Optima Partners around a 9 out of 10 for their strong performance in niche financial services hiring, especially investment and quantitative roles.”
Collaborative Approach and Service Quality
“They are specialized, collaborative, and offer quality solutions.”

Renewal intent

Plan to renew 70%
  • Will renew 14
  • Undecided 4
  • Not renewing 2

Plan to renew, by seniority

  • C-Suite 71% 17 answers
  • Director 67% 3 answers
  • 8.1/10 Average score from customers who will renew
  • 7.3/10 Average score from undecided customers
  • 7.5/10 Average score from customers not renewing

Top alternatives

Most weighed by Optima Partners LLC customers

Report

For people who use Optima Partners LLC

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