Optix Merchant Group
About Optix

The Advisor You Wish
You Had from the Start

Optix Merchant Group was founded in 2022 with one goal: give every business — regardless of size or location — access to the kind of payment expertise that used to be reserved for large enterprises.

We're a Texas-based merchant services broker with relationships across all 50 states. We don't process payments — we find the right processor for you, stay in your corner after setup, and remain the call you make when something needs to change.

2022
Year Founded
50
States Served
500+
Businesses Advised
4 Yrs
Industry Experience

Texas-Based · Serving Merchants Nationwide. We opened with relationships in all 50 states and have kept it that way.

Our Story

Built on a Simple Frustration

Too many small businesses were being sold payment solutions by reps who had one product to offer and no incentive to find a better fit.

2021

Founded in Texas

Optix Merchant Group was established with a clear mission: give small and medium businesses access to the same processor relationships and industry knowledge that large enterprises take for granted.

2021

Nationwide from Day One

From the moment we opened, we built relationships across all 50 states. Our model was never limited to a single region — merchants everywhere deserve expert, unbiased guidance.

2023

Processor Network Expanded

We deepened our relationships with CardConnect, Aurora Payments, Payroc, and other major processors — giving us the breadth to match any business to the right fit.

2024

Growing Our Merchant Community

Surpassed 1,100 businesses advised nationwide. Our referral-driven growth reflects what we believe most: when merchants are treated fairly, they tell others.

2026

Still Independent. Still Nationwide.

Five years in, our model hasn't changed. We're still the call you make when you want honest advice about payments — whether you're just getting started or ready to switch.

How We Think

Our Consultative Philosophy

We didn't build Optix to be another merchant services vendor. We built it to be the advisor merchants actually needed.

We're not a processor.

Optix doesn't process your payments — we find the right processor for you. That distinction matters. We have no financial incentive to favor one processor over another beyond what genuinely fits your business.

We work for merchants.

Every recommendation we make starts with understanding your business — your volume, your industry, your pain points. We don't start with a product sheet and work backwards.

We stay in your corner.

The relationship doesn't end at setup. If your situation changes, rates creep up, or a processor relationship stops working — you call us. We evaluate your options and get you to a better fit.

"When we make a recommendation, it's because it genuinely fits your business — not because it's the only card we hold. And if your situation changes, or a processor relationship stops working, you call us and we find you a better fit."

— The Optix Promise

What We Stand For

Our Core Values

These aren't wall decorations. They're the standards we hold ourselves to in every client conversation.

Honest Advice First

We tell you what we actually think — even if that means telling you to stay with your current processor. Our reputation is built on straight talk, not signed contracts.

Education Over Sales

We want to be the first call you make when you have a question about payments — not just when you're ready to sign something. An informed client makes better decisions.

Long-Term Relationships

We measure success by how well your payment setup serves you over time. If something stops working, you call us and we fix it — that's the relationship we're building.

Accountability

We stand behind every recommendation we make. If a solution we placed you in isn't performing as expected, we take ownership and find a better path forward.

Our Network

Relationships With the Best in the Industry

We work with leading processors so we can match your business to the right fit — not just the first option available.

CardConnect
Aurora Payments
Payroc
And Other Major Processors
Let's Talk

Ready to Work With an Advisor,
Not a Salesperson?

A free review of your current processing setup takes less than 30 minutes. No obligation — just honest advice from people who know the industry.

Or email us at [email protected]