TriOptima
TriOptima is a Stockholm-based post-trade technology subsidiary of OSTTRA that provides portfolio compression, reconciliation, XVA calculation, and rebalancing services to 145+ banking groups and 2,000+ OTC derivative counterparties globally.
- Company typePrivate
- Founded2000
- HeadquartersStockholm, Sweden
- Headcount251–500
- GTM typeB2B
- OfferingSoftware
What TriOptima does
TriOptima AB is a Stockholm-based financial technology company founded in 2000 and operating as a wholly-owned subsidiary of OSTTRA, the post-trade joint venture that also encompasses MarkitServ, Traiana, and Reset. The company specializes in post-trade risk reduction services for OTC and exchange-traded derivatives markets, serving 145 banking groups and a network of 2,000+ OTC counterparties. Its core product suite comprises triReduce (portfolio compression that has cumulatively compressed $2.4 quadrillion in gross notional), triBalance (portfolio rebalancing for swaps), triCalculate (XVA and valuation calculations at 10 trillion risk calculations per second), and triResolve (portfolio reconciliation and margin analytics covering 90% of OTC derivatives).
The platform operates as critical post-trade infrastructure across multiple asset classes including FX, interest rates, credit, equities, commodities, and recently digital assets. It is registered with the CFTC as an introducing broker and benefits from a June 2026 CFTC no-action letter that exempts its portfolio rebalancing and basis risk mitigation services from SEF registration and real-time public reporting requirements. The underlying technology combines multilateral optimization algorithms, high-performance risk calculation engines, and a globally distributed reconciliation network.
Revenue is generated primarily through transaction and service fees charged to financial institutions for compression, reconciliation, and valuation runs, with publicly disclosed EUR and USD fee tables for the related triResolve and triCalculate services. Distribution is direct-to-institution via enterprise sales engagement with banking counterparties, supported by participation in industry events (FIA Futures & Options Expo, FIA Asia Derivatives Conference) and content marketing through OSTTRA Insights. Recent strategic activity includes the October 2025 acquisition of HUB to bring AI-powered automation into the post-trade workflow.
TriOptima firmographics
Firmographics- Name
- TriOptima
- Legal name
- TriOptima AB
- Website
- https://trioptima.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- TriOptima is a Stockholm-based post-trade technology subsidiary of OSTTRA that provides portfolio compression, reconciliation, XVA calculation, and rebalancing services to 145+ banking groups and 2,000+ OTC derivative counterparties globally.
- Ownership category
- akta.pro rank
TriOptima industry classification
Industry- Product category
- Post-Trade OTC Derivatives Infrastructure
- NAICS
- Securities and Commodity Contracts Intermediation and Brokerage (5231), Commodity Contracts Intermediation (523160)
- SIC
- Commodity Contracts Brokers & Dealers (6221), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Derivatives Collateral & XVA (CSA, CVA/FVA/KVA) (FSACADAK)
- akta.pro secondary industries
- Pricing & Valuation Services (Fixed Income, OTC, Derivatives) (FSAFAIAF), Derivatives Documentation & Legal (ISDA, CSA, Regulatory) (FSACADAN)
Keywords
Where TriOptima is headquartered
LocationHeadquarters
- HQ city
- Stockholm
- HQ country
- Sweden
- HQ region
- Europe
Offices1 record
Markets served
TriOptima business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Infrastructure, Marketing or Sales
Revenue model
- Post-Trade Risk Reduction Services: TriOptima provides portfolio compression, rebalancing, and basis risk optimization services to financial institutions. These services help reduce systemic, operational and counterparty risk through optimization workflows. The company operates as a registered introducing broker with the CFTC, suggesting fees are charged for facilitating post-trade risk reduction transactions among institutional counterparties.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
TriOptima product offering
Product offeringCore offering
TriOptima, part of OSTTRA's global post-trade network, provides post-trade risk reduction services for OTC derivatives and exchange-traded derivatives. Its core offerings include portfolio compression (triReduce), portfolio reconciliation and margin analytics (triResolve), portfolio rebalancing (triBalance), XVA calculations (triCalculate), counterparty risk optimisation, and basis risk optimisation. These services are delivered as a CFTC-registered introducing broker to financial institutions, with cumulative gross notional compressed of $2,400 trillion and reconciliation of 90% of OTC derivatives across 2,000+ counterparties and 145 banking groups.
Product overview
TriOptima is part of OSTTRA, a unified platform combining MarkitServ, Traiana, TriOptima, and Reset brands with over 25 years of post-trade innovation. The portfolio includes triReduce for portfolio compression ($2,400 trillion gross notional compressed), triResolve for portfolio reconciliation (90% of OTC derivatives reconciled), and triBalance for portfolio rebalancing and basis risk optimization. These products collectively deliver post-trade risk reduction services (PTRRS) for swaps, enabling financial institutions to reduce systemic, operational and counterparty risk through portfolio compression, rebalancing and basis risk optimisation.
Differentiator
Problem solved
Functional benefit
Brands
- triReduce: Portfolio compression service that cuts operational costs and reduces gross notional exposures and trade count.
- triBalance
- triCalculate
- triResolve
Products and services
- triReduce Portfolio compression service that reduces gross notional exposures and trade count to cut operational costs and risk. Has compressed $2,400 trillion in gross notional. Targeted at banks and financial institutions active in OTC derivatives markets.
- triResolve Portfolio reconciliation and margin analytics platform connecting to a network of 2,000+ OTC counterparties for position reconciliation, covering 90% of OTC derivatives, with margin analytics and collateral management. Targeted at OTC derivatives counterparties and financial institutions.
- triBalance Portfolio rebalancing service for swap post-trade risk reduction, providing relief from swap execution facility registration requirements under CFTC oversight. Targeted at financial institutions seeking basis risk mitigation.
- triCalculate Valuation and XVA calculation service that forecasts market and counterparty exposure profiles, netting-set XVAs and sensitivities at 10 trillion risk calculations per second. Targeted at derivatives desks at financial institutions.
- Basis Risk Optimisation Service that minimises fixing risk and strike risk in trading portfolios, serving 145 banking groups. Targeted at financial institutions managing derivative trading book risk.
- Counterparty Risk Optimisation Service that optimises counterparty exposures to free up capital and reduce funding costs for derivatives portfolios. Targeted at financial institutions seeking capital efficiency in OTC derivatives.
Quantifiable outcome
- $2,400 trillion gross notional compressed
- +3 more outcomes
Companies that use TriOptima
Customer profileNamed customers2 records
Segments1 record
Ideal customer profiles1 record
TriOptima technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
TriOptima partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and strategic.
- CFTC (Commodity Futures Trading Commission)coreThe CFTC's Division of Clearing and Risk, Division of Market Oversight, and Market Participants Division issued a no-action letter on June 17, 2026, providing relief from registration as swap execution facilities for TriOptima AB. The letter clarifies that portfolio rebalancing and basis risk mitigation services do not qualify as publicly reportable swap transactions, exempting them from real-time public reporting requirements.
- OSTTRAcoreTriOptima AB is part of OSTTRA, the parent company that brings together MarkitServ, Traiana, TriOptima & Reset under one unified post-trade network. OSTTRA builds on over 25 years of post-trade innovation and provides the corporate umbrella for all TriOptima services.
- HUBstrategicOSTTRA acquired HUB to integrate AI-powered automation into its global post-trade network, replacing manual investment workflows with streamlined, real-time data orchestration. This acquisition enhances the broader OSTTRA ecosystem including TriOptima services.
Scale indicators6 records
Recent moves6 records
Expansion highlights5 records
TriOptima competitors and assessment
Company assessmentBroad incumbents
- Bloomberg: Bloomberg offers derivatives pricing, analytics, and post-trade workflow tools used by dealers alongside TriOptima services — a broad incumbent in market data and analytics with overlapping OTC derivatives infrastructure.
- DTCC: DTCC operates major post-trade infrastructure including trade repositories, clearing, and reconciliation services for OTC derivatives — a broad incumbent in the same market infrastructure layer as TriOptima.
- IHS Markit (now part of S&P Global): IHS Markit (now S&P Global) operates the MarkitServ post-trade platform, a sister brand under OSTTRA, offering trade processing and OTC derivatives workflow services — directly comparable infrastructure serving overlapping customers.
- LCH (LSEG): LCH operates SwapClear and other OTC derivatives clearing services and offers portfolio compression services (including cooperation with TriOptima) — a broad incumbent in cleared OTC derivatives and risk reduction.
- CME Group: CME Group is co-owner of OSTTRA (TriOptima's parent) and operates major derivatives exchanges and clearing houses, with adjacent post-trade services — a broad incumbent with overlapping OTC infrastructure interests.
Emerging players
- Clarus Financial Technology: Clarus provides derivatives reporting, SDRView, and post-trade analytics for swaps and OTC derivatives — an emerging specialist with partial overlap to TriOptima's reconciliation and regulatory reporting services.
Direct peers
- Pirum (MarketAxess): Pirum offers post-trade connectivity, reconciliation, and automation services for securities finance and OTC derivatives — a direct competitor to triResolve-style portfolio reconciliation services, now part of MarketAxess.
- AcadiaSoft: AcadiaSoft provides margin automation, collateral management, and post-trade workflow solutions for OTC derivatives — the closest direct competitor to TriOptima's reconciliation, margin analytics, and collateral services serving the same dealer and buy-side customer base.
- Calypso Technology: Calypso provides a cross-asset trading and post-trade processing platform with derivatives processing, collateral management, and XVA capabilities — directly comparable to triCalculate and broader TriOptima post-trade workflows.
- Murex: Murex is a leading derivatives trading, risk, and post-trade processing platform with extensive XVA, collateral, and compression functionality — serving the same large dealer and bank client base as TriOptima.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
TriOptima social profiles
Digital presenceTriOptima compliance and trust
Trust signalCompliance1 record
TriOptima financial estimates
Financial estimateRevenue estimate
Valuation estimate
TriOptima leadership team
Management profileNumber of profiles
Profiles6 records
TriOptima subsidiaries and ownership
Company hierarchySubsidiaries4 records
TriOptima funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
TriOptima M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about TriOptima
What does TriOptima do?
TriOptima, part of OSTTRA's global post-trade network, provides post-trade risk reduction services for OTC derivatives and exchange-traded derivatives. Its core offerings include portfolio compression (triReduce), portfolio reconciliation and margin analytics (triResolve), portfolio rebalancing (triBalance), XVA calculations (triCalculate), counterparty risk optimisation, and basis risk optimisation. These services are delivered as a CFTC-registered introducing broker to financial institutions, with cumulative gross notional compressed of $2,400 trillion and reconciliation of 90% of OTC derivatives across 2,000+ counterparties and 145 banking groups.
Is TriOptima a public or private company?
TriOptima is a private company. It is classified as corporate owned and is currently operating.
When was TriOptima founded?
TriOptima was founded in 2000. It employs 251 to 500 people.
Where is TriOptima based?
TriOptima is headquartered in Stockholm, Sweden, in the Europe region.
How does TriOptima make money?
One revenue line is on record: post-Trade Risk Reduction Services.
Who are TriOptima's main competitors?
Broad incumbents on record are Bloomberg, DTCC, IHS Markit (now part of S&P Global), LCH (LSEG) and CME Group. Clarus Financial Technology is listed as an emerging player. Direct peers are Pirum (MarketAxess), AcadiaSoft, Calypso Technology and Murex.
Does TriOptima have an API?
No public API is recorded for TriOptima.
What industry is TriOptima in?
TriOptima's product category is Post-Trade OTC Derivatives Infrastructure. Its primary akta.pro industry code is FSACADAK, Derivatives Collateral & XVA (CSA, CVA/FVA/KVA), with a secondary code of FSAFAIAF, Pricing & Valuation Services (Fixed Income, OTC, Derivatives). Its NAICS code is 5231 and its SIC code is 6221.