Optifino

New York, United States Founded: 2022 • Age: 4 yrs
Life insurance products are provided through a personalized platform.
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About Optifino

Optifino is a company based in New York (United States) founded in 2022 by Hilliard Milner, Eduard Snesarev, and David Kleinhandler.. Optifino has raised $650 thousand across 2 funding rounds from investors including American Family Ventures, HOF Capital and MS&AD Ventures. Optifino offers products and services including Optimization Engine and Dedicated Concierge. Optifino operates in a competitive market with competitors including Ethos and Madison Brokerage, among others.

  • Headquarter New York, United States
  • Founders Hilliard Milner, Eduard Snesarev, David Kleinhandler
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Optifino, Inc.
Operational Areas
Financial Services → FinTech & Digital Finance
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $650 K (USD)

    in 2 rounds

  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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Products & Services of Optifino

Optifino offers a comprehensive portfolio of products and services, including Optimization Engine and Dedicated Concierge. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Dashboard for comparing life insurance options and insights.

Provides ongoing expertise for policy management and reviews.

People of Optifino
Headcount 10-50
Employee Profiles 7
Employee Profiles
People
Mark Forman
Chief Marketing Officer
People
David Kleinhandler
CEO & Co-founder
People
Hilliard Milner
CRO & Co-founder
People
Michael Doniger
President, CIO & Co-founder

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Funding Insights of Optifino

Optifino has successfully raised a total of $650K across 2 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding
  • Total Rounds 2
  • Last Round
  • First Round

    (09 May 2022)

  • Investors Count 4
Date Amount Transaction Name Valuation Lead Investors Investors
Jun, 2025 Amount Series A - Optifino Valuation American Family Ventures
May, 2022 Amount Seed - Optifino Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Optifino

Optifino has secured backing from 4 investors, including venture fund investors. Prominent investors backing the company include American Family Ventures, HOF Capital and MS&AD Ventures. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Investor Description Founded Year Domain Location
-
Founded Year Domain Location
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Founded Year Domain Location
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Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Optifino

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Optifino

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Optifino Comparisons

Employees
+
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Competitors of Optifino

Optifino operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Ethos and Madison Brokerage, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
IT service suite solutions are provided for business operations.
domain founded_year HQ Location
Life insurance brokerage firm
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Optifino

Frequently Asked Questions about Optifino

When was Optifino founded?

Optifino was founded in 2022.

Where is Optifino located?

Optifino is headquartered in New York, United States. It is registered at New York, New York, United States.

Who is the current CEO of Optifino?

David Kleinhandler is the current CEO of Optifino. They have also founded this company.

Is Optifino a funded company?

Optifino is a funded company, having raised a total of $650K across 2 funding rounds to date. The company's 1st funding round was a Seed of $650K, raised on May 09, 2022.

What does Optifino do?

Optifino was founded in 2022 in New York, United States, as a provider in the life insurance sector. A platform is utilized to design insurance products tailored to clients financial goals and needs. Operations focus on personalized approaches within the insurance industry, serving clients in the United States. Key personnel include co-founders Hilliard Milner, Eduard Snesarev as CTO, and David Kleinhandler as CEO.

Who are the top competitors of Optifino?

Optifino's top competitors include Ethos and Madison Brokerage.

What products or services does Optifino offer?

Optifino offers Optimization Engine and Dedicated Concierge.

Who are Optifino's investors?

Optifino has 4 investors. Key investors include American Family Ventures, HOF Capital, MS&AD Ventures, and FJ Labs.

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