Optima Partners
Trusted Expertise. Global Reach. Strategic Execution.
152 employees · est. 2014 · New York, United States
Versata Capital is the older company (2014 vs 2009); Optima Partners is the larger of the two.
Side-by-Side Comparison
| Metric | Optima Partners | Versata Capital |
|---|---|---|
| Founded | ||
| Founded | 2014 | 2009 older |
| Headquarters | ||
| Headquarters | New York, United States | Panama, Panama |
| Employees | ||
| Employees | 152 larger | 8 |
| Industry | ||
| Industry | Finance, Financial Services | Financial Services, Banking |
| Funding Stage | ||
| Funding Stage | Private Equity | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | 1 | Not tracked yet |
| Services | ||
| Services | Bespoke Regulatory Compliance Solutions, Tailored Cybersecurity Solutions, Regulatory Risk Profile Analysis, Strategic Regulatory Advisory, Compliance Framework Development | Not tracked yet |
| Target Customers | ||
| Target Customers | Large Investment Managers, Boutique Financial Firms, New Market Entrants, Global Financial Institutions, Chief Compliance Officers | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Financial Services Consulting, Investment Management, Hedge Funds, Broker-Dealers, Private Equity, Private Credit, Venture Capital, ESG Advisory, Compliance Advisory, Global Financial Compliance, Strategic Execution, Financial Regulations | Corporate Finance, M&A Advisory, Private Placements, Restructuring, Independent Financial Advisory, Panamá, Capital Markets |
| Website | ||
| Website | optima-partners.com | versatacap.com |
About Optima Partners
Optima Partners, founded in 2014, has positioned itself as a prominent player in the global regulatory compliance and cybersecurity consulting landscape. With a focus on advising financial institutions—including investment managers, hedge funds, broker-dealers, and private equity firms—Optima plays...
About Versata Capital
Versata Capital is an independent financial advisory firm specializing in M&A transactions, corporate finance, private placements, restructuring, and capital markets in Panamá and the region. Founded in 2009, the company has positioned itself as a key player in the Financial Services and Banking ind...
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BounceWatch watches Optima Partners and Versata Capital for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at Optima Partners and Versata Capital — by email.
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Compiled from the BounceWatch company index. We last looked at Optima Partners on 17 May 2026, and Versata Capital on 12 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.