Opti

Opti Sverige AB is a Swedish digital wealth management and technology company that specializes in automated portfolio management for affluent individuals, entrepreneurs, and holdin

g companies with at least 5 million SEK in investable capital. Founded by Jonas Hombert and a team of partners, Opti operates as an independent value-added securities firm under the supervision of the Swedish Financial Supervisory Authority. The company offers a range of services, including automated portfolio management primarily through an Investment Savings Account (ISK). Their investment strategy focuses on broad index funds, with dividends automatically reinvested for tax efficiency. Opti also provides a premium wealth management service with lower fees for larger investments, as well as capital insurance and investment advisory services. With a commitment to transparency, Opti charges a flat annual fee of 0.5% and returns 100% of commissions to customers, ensuring that their clients' savings grow effectively.