Company profile
OpsFi
Senior-led financial advisory. Ex-Big-4 practitioners, boutique precision. M&A · Diligence · CFOs · Accountants · Funds
- Industry
- Financial Services
- Employees
- 25
- Headquarters
- Charlotte, North Carolina
- Founded
- 2022
- LinkedIn followers
- 4,324
- Office locations
- 3
OpsFi company summary
OpsFi is a company in the Financial Services industry, headquartered in Charlotte, North Carolina, founded in 2022. On LinkedIn the company has around 25 employees and 4,324 followers. The company lists 3 office locations. Its listed specialties include bookkeeping, Financial Operations, crypto, blockchain, CFO.
What technology does OpsFi use?
No technologies detected yet. Warmrank rechecks company websites on a rolling basis.
About OpsFi
OpsFi is a boutique financial advisory firm. Senior-led by practitioners from the world's leading advisory and professional services firms, delivered with the precision those institutions are known for, without the overhead. We partner with founders, C-Suite, investors and lenders who need more than a spreadsheet - people making capital decisions where the analysis has to withstand the boardroom, the data room and investor scrutiny. What we do • M&A Advisory: End-to-end transaction support, origination to close • Financial Due Diligence: Independent diligence, cash flow analysis and Quality of Earnings for investors and lenders • Deal Support: Account cleanups, valuation and modeling to get you deal-ready • Fractional CFOs: Senior finance leadership and board-ready strategy, part-time • Bookkeeping & Accounting: Audit-ready books and a clean monthly close, fiat and on-chain • Funds: Specialist fund accounting, modelling and valuation • Audit Teams: Embedded senior audit capacity when you need it • AI Implementation: Practical AI built into your finance and operations workflows Who we serve: Private equity and M&A, investment managers and family offices, private credit and lenders, founder-led businesses, high-growth technology and SaaS, and institutional digital assets / crypto. What makes us different: 100% senior-led delivery, no junior hand-offs and proprietary AI tools we built in-house to make the work faster, sharper and more cost-effective than the traditional model. Teams based in the United States, United Kingdom and South Africa and serving 14 markets across the globe. Let's talk: hello@opsfi.co · www.opsfi.co
Specialties
Where is OpsFi located?
OpsFi lists 3 office locations.
Compare companies similar to OpsFi
More companies in Financial Services.
| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
OpsFi opsfi.co | Financial Services | 25 | 2022 | Charlotte, North Carolina |
 JPMorganChase jpmorganchase.com | Financial Services | 235,149 | - | New York, NY, US |
 Neovest jpmorgan.com | Financial Services | 85,869 | - | New York, NY |
 Goldman Sachs goldmansachs.com | Financial Services | 65,450 | - | New York, New York |
 Nubank nubank.com.br | Financial Services | 13,424 | - | São Paulo, SP |
 Citi citigroup.com | Financial Services | 189,594 | 1812 | New York, New York, US |
 Morgan Stanley morganstanley.com | Financial Services | 102,243 | - | New York, NY |
 American Express americanexpress.com | Financial Services | 96,853 | - | New York, NY, US |
 Deutsche Bank db.com | Financial Services | 82,282 | 1870 | Frankfurt am Main, Hessen |
 Wells Fargo wellsfargo.com | Financial Services | 240,197 | - | San Francisco, California, US |
 BlackRock blackrock.com | Financial Services | 34,152 | 1988 | New York, NY |
Frequently asked questions about OpsFi
What does OpsFi do?
OpsFi is a boutique financial advisory firm. Senior-led by practitioners from the world's leading advisory and professional services firms, delivered with the precision those institutions are known for, without the overhead. We partner with founders, C-Suite, investors and lenders who need more than a spreadsheet - people making capital decisions where the analysis has to withstand the boardroom, the data room and investor scrutiny. What we do • M&A Advisory: End-to-end transaction support, origination to close • Financial Due Diligence: Independent diligence, cash flow analysis and Quality of Earnings for investors and lenders • Deal Support: Account cleanups, valuation and modeling to get you deal-ready • Fractional CFOs: Senior finance leadership and board-ready strategy, part-time • Bookkeeping & Accounting: Audit-ready books and a clean monthly close, fiat and on-chain • Funds: Specialist fund accounting, modelling and valuation • Audit Teams: Embedded senior audit capacity when you need it • AI Implementation: Practical AI built into your finance and operations workflows Who we serve: Private equity and M&A, investment managers and family offices, private credit and lenders, founder-led businesses, high-growth technology and SaaS, and institutional digital assets / crypto. What makes us different: 100% senior-led delivery, no junior hand-offs and proprietary AI tools we built in-house to make the work faster, sharper and more cost-effective than the traditional model. Teams based in the United States, United Kingdom and South Africa and serving 14 markets across the globe. Let's talk: hello@opsfi.co · www.opsfi.co
How many employees does OpsFi have?
OpsFi has around 25 employees on LinkedIn.
Where is OpsFi headquartered?
OpsFi is headquartered in Charlotte, North Carolina.
Where does OpsFi have offices?
OpsFi lists 3 office locations, including Charlotte, North Carolina, US; London, GB, GB; Western Cape, Western Cape, ZA.
When was OpsFi founded?
OpsFi was founded in 2022.
Build a lead list from companies like OpsFi
Describe your ICP or import a CSV. Warmrank finds matching companies, enriches contacts with verified emails, and tracks every lead.