About Optionis
Optionis is a Business Services company based in Warrington (United Kingdom) founded in 2012, and was acquired by Alcentra in September 2022. It operates as an accounting, employment, tax, and professional services are provided. Optionis has completed 2 acquisitions, including First Freelance and First Umbrella. Its focus areas include Financial Services, Finance & Accounting Services and Diversified.
Company details
Optionis was founded in 2012 and is headquartered in Warrington, United Kingdom. Services in accounting, employment, tax, and related professional areas are delivered to support business operations. The company functions within the professional services sector, with activities centered in the UK market and accessible through its domain, optionis.co.uk. Compliance and advisory needs are addressed for various clients.
- Headquarters Warrington, United Kingdom
- Stage Acquired
- SectorsBusiness Services
- Email••••••••
- Phone•••• ••••
- Website optionis.co.uk
- Social LinkedIn X Facebook
- Acquired by Alcentra (Sep 2022)
- InvestorsAlcentra
& 1 more
- Investments & AcquisitionsFirst Freelance
& 1 more
- Acquired by
Investors in Optionis
Optionis has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Alcentra and Sovereign Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment partnerships are formed with service-based businesses for growth. | – | sovereigncapital.co.uk | London, United Kingdom | |
Alcentra is engaged in alternative credit management and investment. | 2002 | alcentra.com | London, United Kingdom |
Investor details for Optionis
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Optionis
Optionis has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include First Freelance and First Umbrella.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Online accounting services are delivered for freelancers and small businesses. | firstfreelance.com | London, United Kingdom | 2013 | Mar 2018 | •••• | |
Provider of recruitment services | firstumbrella.com | Milton Keynes, United Kingdom | 2013 | Mar 2018 | •••• |
Complete acquisition details for Optionis
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Optionis
5 dated milestones of Optionis across 10 years, from founding to its latest funding, stage changes and deals.
- Founded Optionis is founded.
- Exit Acquired by Sovereign Capital.
- Acquisition Acquires First Freelance.
- Acquisition Acquires First Umbrella.
- Exit Acquired by Alcentra.
Top companies in Finance & Accounting Services
10 companies that operate in the same segment as Optionis (Finance & Accounting Services), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Software-based tax filing services for individuals and small businesses | 1955 | Kansas City, Missouri, United States | – | USD 3.95 B | 70,100 | |
Business advisory, finance, and accounting services are provided to clients. | 1910 | Anchorage, Alaska, United States | – | USD 54.77 M | 2,097 | |
Tax consulting services are provided to clients by Ryan. | 1991 | Dallas, Texas, United States | USD 317 M | USD 14.03 M | 1,111 | |
Provider of financial services | 1978 | Los Angeles, California, United States | USD 249.55 M | – | 1,736 | |
Accounting services are provided by Accordion to business clients. | 2009 | New York, New York, United States | USD 165 K | – | 351 | |
Cloud-based accounting software is offered for business operations. | 2002 | Tampa, Florida, United States | USD 24.33 M | – | 166 | |
Provider of financial management services | 1998 | Johannesburg, Gauteng, South Africa | – | USD 14.3 B | 44,916 | |
Financial services in insurance are provided to individuals and businesses. | 2019 | Jaipur, Rajasthan, India | USD 115.63 M | USD 55.59 M | 280 | |
Business advisory services | 1952 | Atlanta, Georgia, United States | – | – | 762 | |
Audit, tax, and advisory services are provided in the UK. | 1983 | Bolton, Greater Manchester, United Kingdom | – | – | – |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about Optionis
Optionis was founded in 2012.
Optionis is headquartered in Warrington, United Kingdom. It is registered at Warrington, England, United Kingdom.
Optionis was founded in 2012 and is headquartered in Warrington, United Kingdom. Services in accounting, employment, tax, and related professional areas are delivered to support business operations. The company functions within the professional services sector, with activities centered in the UK market and accessible through its domain, optionis.co.uk. Compliance and advisory needs are addressed for various clients.
Optionis has made 2 acquisitions, including First Freelance, and First Umbrella.
Optionis has 2 investors. Key investors include Alcentra, and Sovereign Capital.
Yes. Optionis was acquired by Alcentra in September 2022.