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.

Optifino

New York, US · 5 known investors

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.

AI & Machine Learning Fintech InsurTech

Founders & leadership

David KleinhandlerinCo-Founder & CEO

Michael DonigerinCo-Founder & Chief Innovation Officer

Eduard SnesarevCo-Founder & Chief Technology Officer

Sam BarnettinChief Executive Officer (incoming)

Bob KleininChief Distribution Officer

Mark FormaninChief Marketing Officer

Investors · 5

American Family VenturesBoston · $250K – $10M

Connecticut InnovationsNew Haven · $500K – $2M

MS&AD VenturesMenlo Park · $500K – $3M

FJ LabsreportedNew York · $100K – $3M

HOF CapitalreportedNew York · $25K – $15M

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 deals

Covr

Covr provides digital insurance platforms that let financial brands, advisors, agents, carriers, and consumers sell and buy life, long-term care, disability, and supplemental health insurance across multiple carriers. Its product suite includes turnkey consumer-facing platforms, advisor and agent sales tools, and SaaS insurtech solutions for carriers and distributors.

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.