Caplight Directory>Companies>Optiml-preview>Optiml


Optiml

Optiml

Private
HalifaxFinTechhttps://www.optiml.ca/

Last Round

Grant

Jul 1, 2025

Total Funding Raised

$8.59M

Company Overview

Optiml is a fintech company that provides a retirement planning and tax optimization platform designed for Canadians.

Sector

FinTech

Verticals

Personal Finance, Wealth Management, Vertical SaaS

Business Model

B2C

Customer Profile

Subscription SaaS, Freemium

AI Layer

Non-AI

Keywords

retirement planning softwaretax optimizationpersonal finance softwarewealthtechfinancial modelingwithdrawal strategyDIY retirement planningCPP/OAS optimizerB2C fintechRRSP planningTFSA planningscenario modelingsubscription SaaS

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Optiml Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Optiml Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
GrantJul 1, 2025
Pre SeedAug 21, 2024
Pre SeedAug 21, 2024
Pre SeedJun 1, 2024
AcceleratorSep 1, 2023
Accelerator
Apr 1, 2023
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Key People

Founding team and executive leadership

Zac Davies

Co-Founder CEO

Founding Team

Optiml Investors

Notable investors and investment history

InvestorRounds
Innovation EndeavorsPre Seed
BitStone CapitalPre Seed
Planet A VenturesPre Seed
InnovacorpAccelerator, Grant
National Research Council Canada Industrial Research Assistance ProgramPre Seed
Kompas VCPre Seed
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Optiml Filings

SEC and related filings with document metadata.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Optiml Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Optiml's valuation, stock price, and market status.

Firmographic Details

HeadquartersHalifax
Employee Range5
Year Founded2022
Last FundingJul 1, 2025

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