Optifino - Crunchbase Company Profile & Funding

Q: Where is Optifino's headquarters?

Optifino is located in New York, New York, United States.

Q: Who invested in Optifino?

Optifino has 5 investors including HOF Capital And MS&AD Ventures.

Q: When was the last funding round for Optifino?

Optifino closed its last funding round on obfuscated from a Series A round.

Overview

Optifino

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

Learn more.

Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

Lorem ipsum dolor sit amet, consectetur

Raised Funding Round

Jan 1, 1970

Lorem ipsum dolor sit amet, consectetur

See more interactive data and historical milestones on desktop for the best experience

About Optifino

CB Rank

248569

Optifino is a firm that teaches clients about the power of compounding and tax-efficient investments that last generations.

Founded

obfuscation

Private

Series A

New York, New York, United States

11-50

optifino.com

Financial Services

Insurance

Life Insurance

Funding Rounds

Series A

OBF

obfuscation

Series A

OBF

obfuscation

Seed

OBF

obfuscation

Key People

Roy Reilly: Co-founder and Chief Operating Officer
Michael Doniger: President, CIO & Co-Founder
Past Role: Scvx Corp, CEO and Chairman

Details

Operating Status

Active

Company Type

For Profit

Founders

David Kleinhandler, Eduard Snesarev, Hilliard Milner, Michael Doniger, Roy Reilly

Phone Number

1 917 364 3413

Contact Email

contact@optifino.com

Predictions & Insights

Growth Insight

See this Growth Insight

Optifino is

Lorem

to be growing

Top Contributing Factors

Recently Raised Funding

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Key Employee Changes

Products & Services

Digital Brokerage General Agency (BGA) Platform

A digital platform that uses AI to compare permanent life insurance products from multiple carriers, enabling faster and more transparent case design for insurance agents and advisors.

Optimization Engine

An AI-driven engine that designs optimized permanent life insurance portfolios aligned with client financial goals, providing intuitive visualizations and comparisons across top carriers.

Unlock More with Crunchbase Pro

Full access to financial & funding data on unlimited profiles
Export up to 2k results/month for analysis
Track market signals on competitors, products, and R&D
Preview private company insights and predictions

Financials

Company Funding

Funding Rounds

Investors

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Series A - Optifino	4	obfuscated obfuscation	American Family Ventures	Series A
obfuscated obfuscation	Series A - Optifino	4	obfuscated obfuscation	American Family Ventures	Series A
obfuscated obfuscation	Series A - Optifino	4	obfuscated obfuscation	American Family Ventures	Series A
obfuscated obfuscation	Series A - Optifino	4	obfuscated obfuscation	American Family Ventures	Series A
obfuscated obfuscation	Series A - Optifino	4	obfuscated obfuscation	American Family Ventures	Series A

Funding Rounds

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Series A - Optifino	4	obfuscated obfuscation	American Family Ventures	Series A
obfuscated obfuscation	Series A - Optifino	4	obfuscated obfuscation	American Family Ventures	Series A
obfuscated obfuscation	Series A - Optifino	4	obfuscated obfuscation	American Family Ventures	Series A
obfuscated obfuscation	Series A - Optifino	4	obfuscated obfuscation	American Family Ventures	Series A
obfuscated obfuscation	Series A - Optifino	4	obfuscated obfuscation	American Family Ventures	Series A

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.

Investor Name	Lead Investor	Funding Round	Partners
HOF Capital	No	Series A - Optifino	—
HOF Capital	No	Series A - Optifino	—
HOF Capital	No	Series A - Optifino	—
HOF Capital	No	Series A - Optifino	—
HOF Capital	No	Series A - Optifino	—