About Opesway Inc.

Our Mission

At the heart of Opesway,
our mission is to help you foresee your numbers and become financially independent within a practical time frame.

We aim to assist you in managing wealth and debt effectively, navigating the financial landscape with confidence, and reaching your goals at a lower cost.

choose the right way

Financial planning, implementation, and investment are enduring processes. After years, you might realize you've been on a subpar path that could have been better guided and calibrated.

By choosing the right way, your retirement goal can be accomplished sooner with less hassle. That belief is why we created OpesWay—Opes comes from the Latin word for wealth, and Way represents a clear, practical path forward. We are inspired to make financial management more efficient, comfortable, and affordable—helping you move toward financial independence with confidence.

the effortless way

As The Economist notes, effective personal finance — built on mathematics, risk assessment, and forecasting — can widen wealth inequality, yet its benefits are substantial. A well-crafted, even enjoyable, monthly spreadsheet is a good place to start.

the effortless way

But if spending hours fine-tuning spreadsheets isn't your idea of fun, we're here to help. We streamline the entire process so you can achieve the same clarity and control in just minutes.

smart dashboard

A platform designed with your needs in mind

In today's environment of low trading costs, efficient financial markets, and new technology, personal finance has become more suitable for people wanting to self-manage. Opesway was meticulously created by an expert team with a distinct goal - financial tools for the public. We focus on quantifying impact, visualizing analyses, and providing our users with cutting-edge solutions and exceptional insights to achieve the best long-term returns.

Our expertise and professionalism

  • Financial planning and analysis

    Opesway was founded by a group of financial analysts, including CFA, with significant years of experience of investment and financial analysis in public corporations, hedge fund, and Big Four accounting firm. We are trusted in providing the most knowledgeable and reliable service to our users.

  • Risk management

    Some advocates are only skillful at sales but know little about the actual risk of investment they recommend or how to measure it. Opesway developers are licensed risk specialists and have plentiful experience in financial risk management and consulting. Our insights available to users are professional and easy to understand.

  • Mathematical certainty

    Our team consists of experts in quantitative finance and actuarial science. Mathematics is our internal common language, and we build quantifiable tools and only provide prudent, honest advice that scientifically makes sense.

  • Technical efficiency

    Our IT engineers, also financial nerds, understand clients' frustration when dealing with inefficient financial advisors. To address this, we have meticulously designed and developed a platform that cuts through the redundancy and eliminates delays, ensuring your time with us is truly valuable.

  • Pragmatic research

    With the strength of our academic and industry background, our team has conducted numerous independent, first-hand researches about the financial market and continues to do so. We freely share the reality that others may not want you to know.

  • Support and feedback

    We provide video tutorials and explanation icons so you can easily navigate our platform. We also appreciate your questions or comments left on our media channel. We would love to listen to and work with you.

This website is protected by Cloudflare's logo
Certified by TrustedSite's logo