Founded in 2018, we provide personalized CRM platforms to leading insurance and financial firms.
Location
Dayton, OH, US
Founded
2018
ConsumerOptix is an investment firm that specializes in early-stage investments, primarily focusing on the insurance and financial services sectors. They typically invest in companies that are developing innovative customer relationship management (CRM) platforms and personalized consumer communication tools. Their investment size ranges from pre-seed to Series A, supporting startups with initial funding to help them scale their operations and refine their product offerings.
Notable portfolio companies include those that leverage AI technology to enhance employee benefits platforms, such as their flagship product, Accelerate Xplore. Key partners at ConsumerOptix include founders James O’Hara and Brian Kipp, who bring nearly 25 years of experience in deploying CRM solutions for leading organizations. The firm's investment philosophy centers on providing strategic guidance and leveraging their extensive industry network to help portfolio companies succeed. Additionally, ConsumerOptix offers value-add services like personalized mentorship and access to a robust ecosystem of industry experts and potential clients.
ConsumerOptix - Classification
Also Known As
Consumeroptix, Llc.
NAICS
513200Software Publishers
510000Information
513000Publishing Industries
513210Software Publishers
SIC
7300Business Services
7370Computer Programming, Data Processing, And Other Computer Related
