About Optimal Blue
Optimal Blue is a Financial Services company based in Plano (United States) founded in 2002, and was acquired by Perseus in September 2023. Cloud-based mortgage pricing and secondary marketing automation are delivered. Optimal Blue has raised $22.4 million across 4 funding rounds from investors including Black Knight, Perseus Group and Harvest Capital Credit Corporation. The company has 2 employees. Optimal Blue has completed 2 acquisitions, including Comergence and Resitrader. Its website optimalblue.com draws about 575 thousand monthly visits. Optimal Blue offers products and services including LOANSIFTER, COMPASSEDGE, COMPASSPOINT, MSR PLATFORM, and ENTERPRISE ANALYTICS. Its focus areas include FinTech, Banking Tech, Loan Life Cycle Management and Secondary Market. Its legal entity is OPTIMAL BLUE, LLC. Its competitors include GreenSky, AutoFi and Fundation; 3 of its 3 listed competitors have raised funding.
Company details
Optimal Blue was founded in 2002 and is headquartered in Plano, United States. Cloud-based services in the mortgage sector are offered, including product eligibility and pricing tools, secondary marketing automation, consumer direct applications, point-of-sale features, compliance checks, and data analytics. Strategic pricing, workflow automation, pipeline risk management, and real-time market benchmarking are supported for originators and lenders across operations.
- Headquarters Plano, United States
- Employees 2
- Stage Acquired
- SectorsFinancial Services
- Website category Finance · Financial Planning and Management
- Website www2.optimalblue.com
- Social LinkedIn X
- Acquired by Black Knight (Jul 2020)
- Legal Name Optimal Blue, Llc
- Total Equity Funding$22.4M (USD)
in 4 rounds
- InvestorsBlack Knight
& 4 more
- Employee Count2
- Investments & AcquisitionsComergence
& 1 more
- Acquired by
Products & Services of Optimal Blue
Optimal Blue offers a comprehensive portfolio of products and services, including LOANSIFTER, COMPASSEDGE, COMPASSPOINT, MSR PLATFORM, and ENTERPRISE ANALYTICS.
Platform for pricing and borrower engagement in mortgages.
Software for loan trading and risk management functions.
Framework for mortgage enterprise risk and profitability tools.
Suite for managing mortgage servicing rights data.
Interactive analysis of mortgage volume and market trends.
Funding Insights of Optimal Blue
Optimal Blue has successfully raised a total of $22.4M across 4 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $22.4M
- Total Rounds 4
- First Round $22.4M
(Dec 2012)
- Investors Count 2
All 4 funding rounds of Optimal Blue with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Feb 2024 | Debt – Conventional | – | – | – | |
| Feb 2013 | Private Equity Round | – | Serent Capital | – | |
| Jan 2013 | $5.5M | Debt – Conventional | – | – | |
| Dec 2012 | $22.4M | Private Equity Round | – | – | – |
5 investors in total: 5 institutional.
Investors in Optimal Blue
Optimal Blue has secured backing from 5 investors, including venture fund and institutional investors. Prominent investors backing the company include Black Knight, Perseus Group and Harvest Capital Credit Corporation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
| serentcapital.com | ||||
Private equity credit investments are managed in the United States. | 2012 | harvestcapitalcredit.com | New York, United States | |
Provider of an AI-based cloud platform offering loan life cycle management solutions to lenders | 1962 | blackknightinc.com | Jacksonville, United States | |
| gtcr.net | ||||
Software businesses providing mission-critical solutions are acquired and managed globally. | 2004 | csiperseus.com | Markham, Canada |
Investor details for Optimal Blue
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- Round participation
- Investor portfolios
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Investments & Acquisitions by Optimal Blue
Optimal Blue has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Comergence and Resitrader.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
A secondary marketplace for mortgage loans is operated. | resitrader.com | Calabasas, United States | 2015 | Jul 2018 | •••• | |
Comergence is focused on providing compliance software solutions. | comergencecompliance.com | Mission Viejo, United States | 2008 | May 2017 | •••• |
Complete acquisition details for Optimal Blue
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- Exports
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Timeline of Optimal Blue
9 dated milestones of Optimal Blue across 22 years, from founding to its latest funding, stage changes and deals.
- Founded Optimal Blue is founded.
- Funding First funding round of $22.4M.
- Exit Acquired by Gtcr.net.
- Acquisition Acquires Comergence.
- Acquisition Acquires Comergence.
- Acquisition Acquires Resitrader.
- Exit Acquired by Black Knight.
- Exit Acquired by Perseus.
- Funding Latest funding round, Debt – Conventional,.
Competitors of Optimal Blue
Optimal Blue has 3 listed competitors in our database, 3 of them funded. They include GreenSky, AutoFi and Fundation.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| greensky.com | 2006 | Atlanta, United States | $610M | 1,267 | Consumer financing is facilitated through a lending-as-a-service platform. | |
| autofi.com | 2015 | San Francisco, United States | $127.06M | 150 | Cloud-based loan management is provided for automobile financing. | |
| fundation.com | 2011 | New York, United States | $6.66M | 350 | Small business loans are provided via an online lending platform. |
Detailed competitors of Optimal Blue
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
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Web traffic of Optimal Blue
The website of Optimal Blue (optimalblue.com) receives about 575.1K visits a month and ranks #82,957 among all websites worldwide, #5,218 in Financial Planning and Management.
- Monthly visits575.1K
▲ 41.2% vs previous month
- Unique visitors43.9K
per month
- Global rank#82,957
among all websites
- Category rank#5,218
Finance · Financial Planning and Management
- Bounce rate15%
- Pages per visit10.8
- Average visit8 min 47 sec
- DevicesDesktop 90% · Mobile 10%
Websites whose visitors overlap most with Optimal Blue. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
nmlsconsumeraccess.org | nmlsconsumeraccess.org | 100% | #115,903 | – | |
| loanlogics.com | 93% | 2.7K | #6,445,580 | View details | |
statemortgageregistry.com | statemortgageregistry.com | 93% | #79,562 | – | |
| uwm.com | 86% | 2.3M | #20,984 | View details | |
| mbshighway.com | 82% | 206.3K | #260,473 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Optimal Blue
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- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Banking & FinTech Platforms
3 companies that operate in the same segment as Optimal Blue (Banking & FinTech Platforms) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Online business banking and financial workflow tools are provided. | 2010 | San Francisco, California, United States | USD 546 M | USD 2.71 M | 1,807 | |
Digital banking services are offered to individuals via mobile apps. | 2012 | San Francisco, California, United States | USD 3.15 B | USD 1.96 B | 2,516 | |
Digital sustainable banking services are offered to consumers. | 2013 | Los Angeles, California, United States | USD 865 M | 237 |
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Related news about Optimal Blue
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Frequently Asked Questions about Optimal Blue
Optimal Blue was founded in 2002 and raised its 1st funding round 10 years after it was founded.
Optimal Blue is headquartered in Plano, United States. It is registered at Plano, Texas, United States.
Optimal Blue is a funded company, having raised a total of $22.4M across 4 funding rounds to date. The company's 1st funding round was a Private Equity Round of $22.4M, raised on Dec 2012.
Optimal Blue has 2 employees.
Optimal Blue was founded in 2002 and is headquartered in Plano, United States. Cloud-based services in the mortgage sector are offered, including product eligibility and pricing tools, secondary marketing automation, consumer direct applications, point-of-sale features, compliance checks, and data analytics. Strategic pricing, workflow automation, pipeline risk management, and real-time market benchmarking are supported for originators and lenders across operations.
Optimal Blue offers LOANSIFTER, COMPASSEDGE, COMPASSPOINT, MSR PLATFORM, and ENTERPRISE ANALYTICS.
Optimal Blue has made 2 acquisitions, including Comergence, and Resitrader.
Optimal Blue has 5 investors. Key investors include Black Knight, Perseus Group, Harvest Capital Credit Corporation, Serent Capital, and Gtcr.net.
Optimal Blue operates through Optimal Blue, Llc.
Yes. Optimal Blue was acquired by Black Knight in July 2020.
The website of Optimal Blue receives about 575 thousand visits a month and ranks #82,957 among all websites worldwide.