About Optifino
Optifino is a Financial Services company based in New York (United States) founded in 2022 by Hilliard Milner, Eduard Snesarev, and David Kleinhandler. Life insurance products are provided through a personalized platform. Optifino has raised $650 thousand across 2 funding rounds from investors including American Family Ventures, HOF Capital and MS&AD Ventures. Its chief executive, as recorded, is David Kleinhandler. Optifino offers products and services including Optimization Engine and Dedicated Concierge. Its focus areas include FinTech, Internet First Insurance Platforms, Internet First Insurers and Life. Its legal entity is Optifino, Inc. Its competitors include Ethos and Madison Brokerage.
Company details
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.
- Headquarters New York, United States
- Founders Hilliard Milner, Eduard Snesarev, David Kleinhandler
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website optifino.com
- Social LinkedIn X Facebook
- Legal Name Optifino, Inc.
- Total Equity Funding$650K (USD)
in 2 rounds
- InvestorsAmerican Family Ventures
& 3 more
Products & Services of Optifino
Optifino offers a comprehensive portfolio of products and services, including Optimization Engine and Dedicated Concierge.
Dashboard for comparing life insurance options and insights.
Provides ongoing expertise for policy management and reviews.
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 $650,000
- Total Rounds 2
- First Round $650,000
(May 2022)
- Investors Count 4
All 2 funding rounds of Optifino with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2025 | Series A | – | American Family Ventures | ||
| May 2022 | $650,000 | Seed | – | – | – |
4 investors in total: 4 institutional.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
| amfamventures.com | ||||
| hofcapital.com | ||||
| msad.vc | ||||
| fjlabs.com |
Investor details for Optifino
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
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Verified entity values are shown only after access is granted.
People of Optifino
8 people are tracked at Optifino (8 in leadership).
| Name | Role | Group |
|---|---|---|
Hilliard Milner | Co-Founder | Leadership |
Eduard Snesarev | Co-Founder & CTO | Leadership |
David Kleinhandler | Co-Founder & CEO | Leadership |
Mark Forman | Chief Marketing Officer | Leadership |
Michael Doniger | President, CIO & Co-founder | Leadership |
Roy Reilly | COO & Co-founder | Leadership |
Karan Chawla | Chief Product Officer At Homethrive | Leadership |
Peter Dziedzic | President & General Counsel Life Insurance Strategies Group | Leadership |
Complete people profiles for Optifino
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
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Verified entity values are shown only after access is granted.
Timeline of Optifino
3 dated milestones of Optifino across 3 years, from founding to its latest funding, stage changes and deals.
- Founded Optifino is founded.
- Funding First funding round of $650K.
- Funding Latest funding round, Series A,.
Competitors of Optifino
Optifino has 2 listed competitors in our database. They include Ethos and Madison Brokerage.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| ethos.com | 2006 | Phoenix, United States | IT service suite solutions are provided for business operations. | |||
| madisonbrokerage.com | 2006 | Morristown, United States | Life insurance brokerage firm |
Detailed competitors of Optifino
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
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Web traffic of Optifino
The website of Optifino (optifino.com) receives about 1.4K visits a month.
- Monthly visits1.4K
▲ 7.2% vs previous month
Top companies in Insurance Providers
3 companies that operate in the same segment as Optifino (Insurance Providers) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of a cloud-based platform for life and P&C insurance | 2015 | New York, New York, United States | USD 644 M | USD 615.2 M | 1,471 | |
Online small business insurance policies are provided. | 2016 | Palo Alto, California, United States | USD 1.12 B | 549 | ||
App-based comparison platform for financial products | 2009 | San Francisco, California, United States | USD 123.3 M | USD 836.6 M | 650 |
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Related news about Optifino
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Frequently Asked Questions about Optifino
Optifino was founded in 2022.
Optifino is headquartered in New York, United States. It is registered at New York, New York, United States.
David Kleinhandler is the CEO of Optifino, as recorded in our data. They have also founded this 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 2022.
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.
Optifino's top competitors include Ethos and Madison Brokerage.
Optifino offers Optimization Engine and Dedicated Concierge.
Optifino has 4 investors. Key investors include American Family Ventures, HOF Capital, MS&AD Ventures, and FJ Labs.
Optifino operates through Optifino, Inc..