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Optifino logo — Securing & Elevating Your Financial Future

Optifino

Securing & Elevating Your Financial Future

United States New York, United States 24 employees Seed Financial Services, Insurance +1

General Information

Company Name Optifino
Location United States New York, United States
Founders / Decision Makers
Team member
Employees 24
Industries Financial Services, Insurance, Life insurance
Funding Stage Seed
Social

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About Optifino

Optifino is an insurtech platform focused on crafting high-end life insurance portfolios, backed by some of Silicon Valley's best VCs. By combining expertise in finance, technology, and life insurance planning, the company aims to demystify and streamline life insurance to help individuals build and secure their wealth. The mission is to transform and demystify life insurance by systematically optimizing transparency, protection, tax management, and liquidity. Leveraging proprietary technology, Optifino has developed a revolutionary solution to bridge the gap between life insurance and investing, delivering value at every interaction. The last investment was a Seed Round investment on May 5th, 2022, with participation from prominent investors including MS&AD Ventures, 8VC, and HOF Capital. Headquarters of Optifino is located in the United States. The company operates within the Financial Services, Insurance, and Life insurance industries.

Taxonomy: insurtech, life insurance, financial planning, technology, investment, tax management, liquidity, proprietary technology, VC backing, demystifying insurance, financial expertise, Silicon Valley, startup

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Seed Round Undisclosed 3
MS&AD Ventures 8VC HOF Capital
MS&AD Ventures, 8VC +1
05 May 2022

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FAQ About Optifino

Securing & Elevating Your Financial Future
Optifino is headquartered in New York, United States.
Optifino operates in Financial Services, Insurance and Life insurance. Its work centres on insurtech, life insurance, financial planning and technology.
Optifino has approximately 24 employees.
Optifino has completed 1 funding round. The latest funding stage is Seed.
Top alternatives and competitors to Optifino include Eagle Wealth Management, Livetopic - Asesor Financiero Online, A New Path Financial, marius popescu, Covr Financial Technologies. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Optifino and Eagle Wealth Management are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Optifino, https://bouncewatch.com/company/optifino, updated 30 December 2024. When citing, please name BounceWatch and link this page.

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