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Optiml

Optiml

Private
HalifaxReal Estate & PropTechhttps://optiml.ca

Last Round

Grant

Jul 1, 2025

Total Funding Raised

$590,000

Company Overview

Optiml operates in Real Estate & PropTech and is based in Halifax. Its latest recorded funding round was a Grant round in July 2025.

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

Sector

Real Estate & PropTech

Verticals

ESG Analytics, Green Building, Property Investment, Business Intelligence, Compliance & Risk

Business Model

B2B

Customer Profile

Subscription SaaS

AI Layer

Application

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Pricing history

Caplight clients see full MarketPrice™ history and secondary transactions.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

Momentum history

Caplight clients track how buyer interest and sentiment change over time.

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Optiml Comparables

Compare Optiml with similar companies based on industry and business-model similarity.

Optiml comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Audette
86%
Scandens AG
84%
Predium
83%
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Optiml Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
GrantJul 1, 2025
Pre SeedJun 1, 2024
AcceleratorSep 1, 2023
AcceleratorApr 1, 2023
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Key People

Founding team and executive leadership

Zac Davies

Co-Founder CEO

Founding Team

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Optiml Investors

Notable investors and investment history

Optiml investors
InvestorRounds
InnovacorpAccelerator, Grant
National Research Council Canada Industrial Research Assistance ProgramPre Seed

Recent news

Latest coverage and updates

  • launchesOct 14, 2026

    Optiml launches EVA 2.0, a built-in AI assistant that answers retirement plan questions, tests and changes plans in plain language, and saves edits only after confirmation, on Oct 15th '26.

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Optiml Filings

Explore SEC and related filing metadata, where available.

Optiml filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

Filing documents are not displayed on this public page. Request access to learn about available coverage.

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Frequently Asked Questions

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

Is Optiml a public or private company?

Optiml is a private company.

What is the current stock price of Optiml?

Optiml is a private company, so its shares have no public market price. Caplight tracks Optiml's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

How much is Optiml worth (valuation)?

Valuation information for Optiml is not publicly available.

Can I buy Optiml stock?

Optiml shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.

When was Optiml's last funding round?

Optiml's most recent funding round was Grant on July 1, 2025.

Who are the main investors in Optiml?

Key investors in Optiml include Innovacorp, National Research Council Canada Industrial Research Assistance Program.

Will Optiml IPO soon?

No public IPO plans have been announced for Optiml.

How can I track Optiml secondary market activity?

Caplight tracks bids, offers, and trades in Optiml's shares on secondary markets.

Firmographic Details

HeadquartersHalifax
Employee Range5
Year Founded2022
Last FundingJul 1, 2025

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

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