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Wallets/opay

OPay

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Overview

OPay is Nigeria's largest mobile wallet + fintech leader, founded 2018 as Opera browser group spin-off [1, 2, ng-cro]. By 2025, OPay reached 58 million active users + $9.2+ billion FY2025 transactions + 22% Nigerian e-wallet market share. Monthly transaction volume: ~$12 billion; 10 million daily active users.

Valuation trajectory [3, 4]:

  • 2021: $2 billion (post-$400M Series C led by SoftBank Vision Fund 2)
  • 2024: $2.75 billion (Opera carrying value implied)
  • End-2025: $3.1 billion (Opera valued its 9.5% stake at $294.6M)
  • Pending: $4 billion US IPO — Opera assigns 85% probability to OPay IPO within next 2 years.

Distinctive context: Nigerian bank technology failures pushed OPay + [[palmpay]] to leadership in daily payments during the ₦20.7 trillion mobile-money rush of 2024-2025 [5].

History

2018 — OPay launches [2] as Opera browser group spin-off (Norway-listed Opera, Chinese-founder Yahui Zhou-backed).

2021 — $400M Series C [3]: Led by SoftBank Vision Fund 2, $2B valuation.

2024-2025 — Nigerian bank-failures drove OPay to daily-payments leadership [5]: ₦20.7T mobile-money rush.

Early 2025 — 58M active users + $9.2B FY2025 tx volume + 22% NG e-wallet market share [1].

Late 2025 — $3.1B Opera-implied valuation [3].

2026 — $4B US IPO pending [4]: Opera assigns 85% probability within 2 years.

Ownership & operator

Operating entity: OPay (independent post-spin-off from Opera).

Founder / chairman: Yahui Zhou (Opera + Beijing Kunlun Tech chairman).

Major investors: Opera (9.5% stake, $294.6M Dec 2025), SoftBank Vision Fund 2, Sequoia China, Source Code Capital, DragonBall Capital, Beijing Kunlun Tech, Meituan-Dianping.

Regulators: CBN (Central Bank of Nigeria) — Mobile Money Operator + Microfinance Bank license.

Technical integration

Layer Description
Channels OPay mobile app (iOS + Android) + OPay agent network + OPay merchant POS
Identifiers Phone
Countries active Nigeria (primary, 50M+ users) + Egypt + Pakistan
License Mobile Money Operator + Microfinance Bank (CBN-licensed)
Account model Mobile-money + microfinance hybrid; bank-account-equivalent for unbanked
Sub-products OPay wallet + OWealth (savings) + OLoan + OPay POS for SMEs

Users & growth

2025 baseline [1, 4]:

  • Active users: 58 million (FY2025)
  • Nigeria users: 50+ million
  • Daily active users: 10 million
  • FY2025 transaction volume: $9.2 billion
  • Monthly transaction volume: ~$12 billion
  • Nigerian e-wallet market share: 22%

Use cases

P2P transfers via OPay wallet; merchant POS payments (OPay POS for SMEs); agent banking + cash-in/cash-out; OWealth savings; OLoan microcredit; bill payments + utilities + airtime; cross-border to Egypt + Pakistan.

Implementations & partners

Operator: OPay (independent fintech, Opera spin-off).

Major investors: Opera (9.5%) + SoftBank Vision Fund 2 + Sequoia China + Source Code Capital + DragonBall Capital + Beijing Kunlun Tech + Meituan-Dianping.

Major Nigerian competitors: [[palmpay]] (Nigerian rival; Transsion Holdings-backed), [[paga]], Kuda Bank (Nigerian neobank), [[flutterwave]] (Africa-wide payment processor), OPay's bank competitors: Access Bank, GTBank, Zenith Bank, UBA.

Regulator: CBN.

Fun facts

  • 2018 Opera browser group spin-off — distinctive Chinese-Norwegian-Nigerian fintech genealogy.
  • 58M active users + $9.2B FY2025 tx volume + 22% NG e-wallet market share.
  • $12B monthly transaction volume + 10M daily active users.
  • $3.1B end-2025 valuation (Opera-implied) — $4B US IPO pending (85% probability per Opera).
  • SoftBank Vision Fund 2-backed ($400M Series C 2021 at $2B valuation).
  • Nigerian bank-failure context — OPay + PalmPay won daily payments during banks' downtime.
  • Cross-border: NG (primary) + EG + PK.

Comparison

Feature OPay [[palmpay]] (NG rival) mtn-momo (multi-Africa) [[gcash]] (PH analogous scale) [[m-pesa]] (KE/multi-Africa mobile-money pioneer)
Operator OPay (Opera spin-off; SoftBank-backed) PalmPay (Transsion Holdings-backed) MTN Group (JSE: MTN) GCash (Globe + Ant Group + 667 Partners) Safaricom + Vodacom
Type NG #1 mobile wallet + microfinance bank NG #2 mobile wallet Multi-African mobile money PH wallet + super-app KE mobile-money pioneer + East Africa
Country NG + EG + PK Nigeria 17 African Philippines 7+ African
Users 58M + 10M DAU + 22% NG market share Major NG rival 60M+ MoMo 81M+ 51M+
Valuation $3.1B (Opera Dec 2025) → $4B IPO target (85% probability per Opera) Major NG MTN public parent Listed Globe Telecom + GCash separate Safaricom public parent
Distinctive Opera spin-off; SoftBank-backed; ₦20.7T NG mobile-money rush leader Transsion-backed (smartphone synergy) MTN telco-led mobile money PH super-app + GoTyme Bank sister KE mobile-money pioneer (2007)

Status

Active, Nigeria's largest mobile wallet [1, 4]:

  • OPay since 2018 (Opera spin-off).
  • 58M active users + 10M DAU + 22% NG e-wallet market share.
  • $3.1B end-2025 valuation + $4B US IPO pending (85% probability per Opera).
  • CBN-regulated; Nigeria (primary) + Egypt + Pakistan.

Sources

Source

Biography extracted from opay.md. See matrix.md for standards-support matrix if present.

source · docs/wallets/opay/index.md