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OptimaYield board tearsheet · reported facts
| Period | Assets | Deposits | Loans | ROA | ROE | NIM |
|---|---|---|---|---|---|---|
| 2023-09-30 | 1,009,477 | 907,073 | 564,157 | -0.63 | -7.09 | 2.70 |
| 2026-03-31 | 538,938 | 452,000 | 374,459 | 0.73 | 5.84 | 3.52 |
| 2026-06-30 | 540,408 | 452,108 | 353,327 | 0.74 | 5.70 | 3.66 |
4 current branch locations across 1 states as of 2026-08-22. This is an annual branch-location count, not deposit market share.
| Date | Code | Predecessor RSSD | Successor RSSD |
|---|---|---|---|
| 2020-09-04 | 7 | 347956 | 470452 |
| 2014-03-08 | 1 | 822257 | 347956 |
No reviewed or published intelligence is linked to this institution.
Financial facts are scoped to the FDIC-insured bank. NIC transformations use the linked RSSD identity; SEC issuer and bank-holding-company facts are not silently combined. Branch data follows its annual source cadence. Intelligence appears only after review or publication.