About Optimal Blue
Optimal Blue is a company based in Plano (United States) founded in 2002 was acquired by Perseus in September 2023.. 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 as of December 31, 2022. Optimal Blue has completed 3 acquisitions, including Comergence, Comergence and Resitrader. Optimal Blue offers products and services including LOANSIFTER, COMPASSEDGE, COMPASSPOINT, MSR PLATFORM, and ENTERPRISE ANALYTICS. Optimal Blue operates in a competitive market with competitors including GreenSky, AutoFi, Fundation, Sparkfund and Cloud Lending, among others.
- Headquarter Plano, United States
- Employees 2 as on 31 Dec, 2022
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Sectors
Financial Services
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Optimal Blue, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$22.4 M (USD)
in 4 rounds
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Latest Funding Round
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Investors
Black Knight
& 4 more
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Employee Count
2
as on Dec 31, 2022
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Investments & Acquisitions
Comergence
& 2 more
- Acquired by
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Products & Services of Optimal Blue
Optimal Blue offers a comprehensive portfolio of products and services, including LOANSIFTER, COMPASSEDGE, COMPASSPOINT, MSR PLATFORM, and ENTERPRISE ANALYTICS. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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 Total Funding
- Total Rounds 4
- Last Round Last Round
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First Round
First Round
(28 Dec 2012)
- Investors Count 2
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Feb, 2024 | Amount | Debt – Conventional - Optimal Blue | Valuation |
investors |
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| Feb, 2013 | Amount | Private Equity Round - Optimal Blue | Valuation | Serent Capital |
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| Jan, 2013 | Amount | Debt – Conventional - Optimal Blue | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Founded Year | Domain | Location | |
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Private equity credit investments are managed in the United States.
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Founded Year | Domain | Location | |
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Provider of an AI-based cloud platform offering loan life cycle management solutions to lenders
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Optimal Blue
Optimal Blue has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include Comergence, Comergence and Resitrader. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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A secondary marketplace for mortgage loans is operated.
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2015 | ||||
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Comergence is focused on providing compliance software solutions.
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2008 | ||||
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Limited information available
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2008 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
|
2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Optimal Blue
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Optimal Blue Comparisons
Competitors of Optimal Blue
Optimal Blue operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as GreenSky, AutoFi, Fundation, Sparkfund and Cloud Lending, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Consumer financing is facilitated through a lending-as-a-service platform.
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| domain | founded_year | HQ Location |
Cloud-based loan management is provided for automobile financing.
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| domain | founded_year | HQ Location |
Small business loans are provided via an online lending platform.
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| domain | founded_year | HQ Location |
Subscription-based energy solutions are provided for commercial and industrial sectors.
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| domain | founded_year | HQ Location |
A cloud-based lending platform is provided for financial institutions.
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| domain | founded_year | HQ Location |
Software, data, analytics, and services are provided to financial institutions.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Optimal Blue
Frequently Asked Questions about Optimal Blue
When was Optimal Blue founded?
Optimal Blue was founded in 2002 and raised its 1st funding round 10 years after it was founded.
Where is Optimal Blue located?
Optimal Blue is headquartered in Plano, United States. It is registered at Plano, Texas, United States.
Is Optimal Blue a funded company?
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 Debt – Conventional of $5.5M, raised on Dec 28, 2012.
How many employees does Optimal Blue have?
As of Dec 31, 2022, the latest employee count at Optimal Blue is 2.
What does Optimal Blue do?
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.
Who are the top competitors of Optimal Blue?
What products or services does Optimal Blue offer?
Optimal Blue offers LOANSIFTER, COMPASSEDGE, COMPASSPOINT, MSR PLATFORM, and ENTERPRISE ANALYTICS.
How many acquisitions has Optimal Blue made?
Optimal Blue has made 3 acquisitions, including Comergence, Comergence, and Resitrader.
Who are Optimal Blue's investors?
Optimal Blue has 5 investors. Key investors include Black Knight, Perseus Group, Harvest Capital Credit Corporation, Serent Capital, and Gtcr.net.
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