Our Story:

We deeply appreciate the advisor-client relationship — there may be nothing else like it.  Our backgrounds and experience allow us to help you to turn your most valuable asset – your time – into better client relationships.
OptEngage was born from a team with significant and complementary experiences.

OptEngage’s tech, data & development officers have over 50 years of combined experience as senior-level professionals overseeing hardware, software, AI and cloud-based services, automation of lead delivery and engagement, as well as Certified Project Management experience at major development projects for technology and financial service companies.

Scott Gregory

Scott has 29 years of experience in wealth management and a history of successful execution in major oversight, business development, engagement and advisor adoption tools.

Chris Gunderson

Chris provides startup, growth consulting, technology and M&A advisory services to the wealth management ecosystem. He’s spent over 24 years helping wealth management firms grow their businesses and realize their vision.

OUR VISION

  • To be THE advisory firm solution for organic growth.

  • To be THE tool advisors trust as an extension of themselves.

  • To give advisors back time for key client development.

OUR MISSION

To partner with and serve financial professionals so to increase the time spent on key clients, and significantly increase revenue & asset growth.

The OptEngage team has significant and complimentary experience, having built engagement solutions and practices that advisory firms cannot currently access.