Optifino
New York, US · 5 known investors
Find your way into Optifino
346 people in our graph share verified history with the Optifino team — schools, employers, funds. One of them is your warm intro.
Quentin Clarkunlockedknows Eduard Snesarev · together at Dropbox (overlapped)
×7knows the team · via Dropbox
×2knows the team · via Cadre
knows the team · via Nationwide Financial
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Optifino operates an AI-powered digital brokerage general agency (BGA) that connects life insurance agents and advisors to 25+ carriers at once, enabling policy case design, real-time comparisons, and client-ready visualizations in minutes. It serves life insurance agents, financial advisors, and their clients in the life insurance industry.
Founders & leadership
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David KleinhandlerinCo-Founder & CEOHe has over 35 years of experience in entrepreneurship and investment, including work as a partner at K Fund, a private equity and venture capital firm, and as an active angel investor in financial services.
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Michael DonigerinCo-Founder & Chief Innovation Officer
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Eduard SnesarevinCo-Founder & Chief Technology OfficerEduard Snesarev is an engineering leader with over 15 years of experience building distributed systems and cloud infrastructure, and has led engineering teams across multiple regions. He is Co-Founder and Chief Technology Officer of Optifino, an AI-powered digital brokerage platform for life insurance.
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Sam BarnettinChief Executive Officer (incoming)
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Bob KleininChief Distribution Officer
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Mark FormaninChief Marketing OfficerChief Marketing Officer of Optifino, an AI-powered digital brokerage platform for life insurance. Forman previously led customer experience at Jefferson National (sold to Nationwide), oversaw digital marketing and platform design at Jefferson National, and held a marketing leadership role at RetireOne; he has spent over two decades in financial services marketing strategy, with expertise in customer experience, marketing automation, and lead generation.
Investors · 5
Competitors · 4
by search overlap
SmartAsset12 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
Policy Genius12 shared keywordsPolicygenius is an online insurance marketplace that provides consumers with free, tailored quotes and support from licensed agents across life, auto, home, and disability insurance. It helps individuals compare policies from multiple insurers and choose coverage that fits their needs.
Ramsey Solutions11 shared keywordsRamsey Solutions provides personal finance education, tools, and coaching—including the 7 Baby Steps plan, a vetted network of financial service providers (RamseyTrusted), and AI-powered money advice—to help individuals get out of debt and build wealth. The company also produces The Ramsey Show and offers budgeting resources for consumers managing their personal finances.
Experian9 shared keywordsExperian offers consumers tools to access their credit report and FICO Score, build credit, and manage money, including credit card matching, bill and subscription negotiation, car insurance comparison, and a digital checking account with debit card. It serves individual U.S. consumers through its app and financial products.
Companies competing with Optifino for the same Google search keywords, organic and paid, via search-intersection analysis.
Acquisitions · 1
Early investors' stakes continue via these dealsCovr
Covr develops AI-powered digital platforms for life insurance sales and servicing, serving financial brands, advisors, and insurance carriers. The company offers white-labeled consumer platforms, advisor tools, and agent solutions that enable multi-carrier quoting, policy management, and omni-channel sales support.
Frequently asked questions
- What does Optifino do?
- Optifino operates an AI-powered digital brokerage general agency (BGA) that connects life insurance agents and advisors to 25+ carriers at once, enabling policy case design, real-time comparisons, and client-ready visualizations in minutes. It serves life insurance agents, financial advisors, and their clients in the life insurance industry.
- Who founded Optifino?
- Optifino was founded by David Kleinhandler, Michael Doniger, Eduard Snesarev.
- Who are Optifino's investors?
- Optifino's investors include American Family Ventures, Connecticut Innovations, MS&AD Ventures, FJ Labs, HOF Capital.
- Where is Optifino headquartered?
- Optifino is headquartered in New York, US.