Powering client growth

Our award-winning technology and innovative products are simple and easy to use, giving you the power to take your pricing and underwriting to the next level in record time.

Optalitix is the only underwriting workbench that allows underwriters to embed their existing Excel models in a no-code solution, reducing system development time and enhancing speed to market.

Our clients span across the globe from the UK, Europe and South Africa and the we service the Insurance, Banking and Healthcare sectors.

Who we are

We are a team of experienced International engineers, actuaries, analysts, sales and data scientists that specialise in converting Excel spreadsheet models to code and removing the complexity of recoding models and connecting them to other Cloud systems.

Technology is the heart of what we do along with our passion for data.

Our platforms help clients improve business performance using insights.

This is reflected in our name, Optalitix, based on two words representing the core of what we do and the value we bring to our clients

  • Optimisation – improving business performance to get the optimal result
  • Analytics - analysing and understanding data.

We operate in regulated markets with a professional approach to developing and delivering products and services for our clients.

Our headquarters is based in London, and we have offices in South Africa and India.

What is your favourite thing about working with Optalitix?
The future with Optalitix

Our history



Company founded to boost performance for insurance and banking clients by harnessing the emerging computing power of the Cloud.


First SaaS product built

Original Optalitix Models product developed and deployed by Vitality, delivering a big uplift in their sales


First banking client and first industry award

First banking client (United Trust Bank) signed up for their new mortgage product. Won Insurance Post award for data services with Vitality.


Selected for Accenture Accelerator

Won entry to the Accenture Fintech Innovation Lab, our first accelerator and further validation of our product for the insurance market.


Investment from banking sector

Initial investment into Optalitix by United Trust Bank to grow.


Raised Series A Funds

Raised investment from Calculus Capital and 24Haymarket to enable growth spurt into the UK insurance market. Recognised as Finalist in Banking Tech Awards.


Launched the Flow platform

Our product launch of Flow was the first underwriting workflow process integrated with a pricing engine (Models), enabling smarter workflows customised for client needs.

Senior Leadership Team

Jon Shapiro
Founder Director
Founder Director
Dani Katz
Founder Director
Founder Director
Alistair King
Ashter Chomoko
Alexander Crawford
Non-Executive Director
Non-Executive Director
Paul Hewitt
Non-Executive Director
Non-Executive Director
Graham Davin

Our investors

United Trust Bank

United Trust Bank (UTB) is a dynamic and thriving specialist bank that has been helping UK savers since 1955 with a range of rewarding fixed term and notice deposit accounts for individuals, educational institutions, businesses and charities. UTB also provides a wide range of regulated and unregulated secured funding facilities for individuals and businesses and is the lender of choice for commercial finance brokers, property developers, investors and individuals seeking a high quality, bespoke service and a reliable source of funding through the economic cycle. 


Calculus created the first UK approved EIS fund in 1999. They have built a strong reputation as an investor in EIS and VCT Qualifying Companies through their multi-award-winning Calculus EIS Funds and the Calculus VCT. Their focus on capital appreciation, a diligent investment and monitoring process and their record of profitable exits distinguishes them from other EIS and VCT fund managers.


Distinguished by the calibre and engagement of the 24Haymarket Investor Network. They follow a strict investment thesis with a focus on verticals in the nascent stages of high growth where they can leverage proprietary insight from their Investor Network.

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