# Optimisation Technologies

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/optimisation-technologies

- Industry: Internet
- Headquarters: Vincennes, France
- Website: www.weareclimb.com
- Total disclosed funding: $7.9M
- Latest round: Series A (Jan 28, 2022)
- Investors on record: 5

## About

Optimisation Technologies SAS specializes in investment and wealth management services, utilizing advanced technology to help clients effectively manage their portfolios and tax obligations.Founded in 2016 in Vincennes, France, Optimisation Technologies SAS focuses on providing innovative financial solutions. The company was established by Aldric Emié and John Scala, who have previously engaged in other business ventures. In January 2022, the firm raised EUR 7.061 mn in a Series A funding round led by Open CNP, with participation from NewAlpha Asset Management, AngelSquare, Super Capital VC, and Westpalm Limited. Overall, the company has raised EUR 10.000 mn across its funding rounds.Optimisation Technologies SAS offers a range of investment and wealth management services, including life insurance, retirement savings plans (PER), real estate investments, private equity opportunities, and tax reduction schemes. The company caters to both individual and institutional investors, focusing on high-net-worth clients with a minimum investment threshold of EUR 100,000. Their services are designed to optimize wealth management, providing clients with exclusive access to top-tier global private equity funds and Luxembourg life insurance products.In 2018, Optimisation Technologies SAS reported a revenue of EUR 1,657,865.30, with an EBITDA of EUR -152,654.40 for the same year, reflecting their financial performance during that period.Following their most recent funding round in January 2022, which totaled EUR 7 mn, Optimisation Technologies SAS intends to enhance its product offerings and expand into new geographical markets. The company is developing new financial products aimed at increasing client engagement and satisfaction, with plans to target additional markets across Europe by the end of 2023. The recent investment will primarily be utilized to bolster their technology infrastructure and expand their advisory services, ensuring a comprehensive approach to wealth management.

## Funding rounds

- Series A, Jan 28, 2022, $7.9M — NewAlpha Asset Management, AngelSquare, Open CNP, Super Capital VC, Westpalm Limited

## Investors

- NewAlpha Asset Management (https://capitalatlas.ai/funds/newalpha-asset-management) — Series A
- AngelSquare (https://capitalatlas.ai/funds/angelsquare) — Series A
- Open CNP (https://capitalatlas.ai/funds/open-cnp) — Series A
- Super Capital VC (https://capitalatlas.ai/funds/super-capital-vc) — Series A
- Westpalm Limited — Series A