55
Growth Score
pts
Heat Score
48 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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331041
OptimaFI provides data-driven marketing, credit risk, and balance sheet solutions for community banks and credit unions.
About the Company
OptimaFI provides data-driven marketing, credit risk, and balance sheet solutions for community banks and credit unions. It offers pay-for-performance acquisition, onboarding, and cross-sell campaigns that use peer benchmarking and household analytics to grow deposits and loans. Its credit risk platform includes cloud-based loan review software and
services, portfolio analysis, stress testing, and CECLSolver for CECL modeling. OptimaFI also operates a non-brokered CD marketplace and balance sheet tools that support funding, investing, liquidity management, and regulatory reporting.
