# Opti: Financial services, Stockholm, Sweden

> Opti: Opti Sverige AB is a Swedish digital wealth management and technology company that specializes in automated portfolio management for affluent...

Source: https://millionrounds.com/startup/opti-3 (Millionrounds; every figure on the page links to its filing or article)

Sweden · [Financial services startup](https://millionrounds.com/companies)

# Opti

Opti Sverige AB is a Swedish digital wealth management and technology company that specializes in automated portfolio management for affluent individuals, entrepreneurs, and holdin

Funding reported Last round: Undisclosed round

Financial services Stockholm, Sweden

Company summary

- **Founded:** 2014 12 years old
- **Team:** 41 11 to 50 people
- **Funding reported:** 70M as listed, currency not stated
- **Last round:** Undisclosed round Dec 2019

How sure we are

- ✓ **Listed** We know it exists and what it does
- 2 **Funding reported** A company dataset reports a raise
- 3 **Observed** A filing or a dated announcement confirms a round

No round for Opti has been confirmed by a filing or an announcement yet, so nothing here counts toward an investor's record. [How we decide](https://millionrounds.com/methodology)

## About Opti

Opti Sverige AB is a Swedish digital wealth management and technology company that specializes in automated portfolio management for affluent individuals, entrepreneurs, and holdin

g companies with at least 5 million SEK in investable capital. Founded by Jonas Hombert and a team of partners, Opti operates as an independent value-added securities firm under the supervision of the Swedish Financial Supervisory Authority. The company offers a range of services, including automated portfolio management primarily through an Investment Savings Account (ISK). Their investment strategy focuses on broad index funds, with dividends automatically reinvested for tax efficiency. Opti also provides a premium wealth management service with lower fees for larger investments, as well as capital insurance and investment advisory services. With a commitment to transparency, Opti charges a flat annual fee of 0.5% and returns 100% of commissions to customers, ensuring that their clients' savings grow effectively.

## What company datasets say Opti raised

Funding, as reported

Reported in all **70M** in the source's currency

Rounds **2**

Last round **Undisclosed round**

Last round size **24.2M**

Last round date **Dec 2019**

Investors listed **2**

## The company, in detail

What they build

Known for

management consulting consumers investment analysis cost transparency independent financial advice global index investing financial consulting information technology & services broad asset classes financial services finance investment management personal finance fund analysis automated rebalancing capital markets

Built with from their website

Google Tag Manager Heroku Google Workspace Viewport Meta Google Drive Google Play Varnish Facebook SDK Apple Business Manager Google Meet

+8 more

Unpkg Google Forms ASP.NET Mobile Friendly Open Graph Amazon Route 53 jQuery Lua

- **Sector:** Financial services
- **Industry code:** NAICS 523940, SIC 6732, 6282
- **Region:** Stockholm County
- **Full record:** [Every detail in the company directory](https://millionrounds.com/directory/opti)

## Financial services in Sweden

Startups like it

- [**Froda** Stockholm · founded 2015 *Raised*](https://millionrounds.com/company/froda)
- [**Anyfin** Stockholm · founded 2017 *Raised*](https://millionrounds.com/company/anyfin)
- [**Open Payments** Stockholm · founded 2017 *Raised*](https://millionrounds.com/company/open-payments)
- [**Zaver** Stockholm · founded 2016 *Raised*](https://millionrounds.com/company/zaver)
- [**Trustly** Stockholm · founded 2008](https://millionrounds.com/startup/trustly-2)
- [**Tradergruppen** Stockholm · founded 2021](https://millionrounds.com/startup/tradergruppen)
- [**Lysa** Stockholm · founded 2015](https://millionrounds.com/startup/lysa)
- [**Zettle by PayPal** Stockholm · founded 2010](https://millionrounds.com/startup/zettle-by-paypal)

## Is this your company?

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