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, FJ Labs, MS&AD Ventures, HOF Capital.

Where is Optifino headquartered?

Optifino is headquartered in New York, US.

Optifino

New York, US · 5 known investors

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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.

AI & Machine Learning Fintech InsurTech

Founders & leadership

David Kleinhandler Co-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.

Michael DonigerCo-Founder & Chief Innovation Officer

Eduard Snesarev Co-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.

Sam BarnettChief Executive Officer (incoming)

Bob KleinChief Distribution Officer

Mark Forman Chief 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

American Family Ventureslisted by American Family VenturesBoston · $250K – $10M

How we know: American Family Ventures's portfolio page · the VCSheet dataset · Not right? Tell us

Connecticut Innovationslisted by Connecticut InnovationsNew Haven · $500K – $2M

How we know: Connecticut Innovations's portfolio page · Not right? Tell us

FJ Labslisted by FJ LabsNew York · $100K – $3M

How we know: funding news · fjlabs.com · Not right? Tell us

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

How we know: MS&AD Ventures's portfolio page · Not right? Tell us

HOF CapitalreportedNew York · $500K – $10M

How we know: funding news · Not right? Tell us

Related companies · 5

NEW York Life InsuranceNew York Life is the largest mutual life insurance company in the United States, providing life insurance, investment, and financial security products to individuals, families, and their communities. The company operates as a Fortune 100 enterprise focused on delivering financial protection and peace of mind while maintaining strong governance and responsible investing practices.

SmartAssetFisher 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 GeniusPolicygenius 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 SolutionsRamsey 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.

ExperianExperian 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 working in the same space as Optifino.

Acquisitions · 1

Early investors' stakes continue via these deals

Covr

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, FJ Labs, MS&AD Ventures, HOF Capital.
Where is Optifino headquartered?: Optifino is headquartered in New York, US.