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Optifino

Optifino Revenue

Financial ServicesFlag of USManhattan, New York, United States21-50 Employees

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Optifino revenue & valuation

Annual revenue$2,224,430
Revenue per employee$86,000
Estimated valuation?$7,200,000
Total fundingNo funding

Key Contacts at Optifino

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David Kleinhandler

Ceo & Founder

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Mariia Onipchenko

Director Of Strategic Partnerships

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Michael Doniger

President / Co-Founder

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Mark Forman

Chief Marketing Officer

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Eduard Snesarev

Co-Founder / Cto

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Lee Ganz

Director Of New Business

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Michael Moskowitz

Director Of Sales

Company overview

HeadquartersManhattan, New York, United States
Phone number+19173643413
Website
NAICS52
Employees21-50
Socials

Optifino Email Formats

Optifino uses 5 email formats. The most common is {first name}.{last name} (e.g., john.doe@optifino.com), used 50% of the time.

FormatExamplePercentage
{first name}.{last name}
john.doe@optifino.com
50%
{first initial}.{last name}
j.doe@optifino.com
28.6%
{last name}{last name}
doedoe@optifino.com
10.7%
{first initial}{last name}
jdoe@optifino.com
7.1%
{first name}
john@optifino.com
3.6%

About Optifino

Optifino is a digital Brokerage General Agency (BGA) built by accomplished financial services veterans to radically simplify the life insurance user experience. Optimizing financial and life insurance planning with cutting-edge AI to streamline case design and portfolio management, our tools make it easier for agents and advisors to guide their clients’ holistic financial plans through every phase of life. Powerful dashboards and analytical tools equip them to visualize and identify the right insurance products for their clients at the right time. Powering our digital BGA with an AI engine cuts down on onerous work for agents and advisors, while giving their clients instant access to a complete marketplace of permanent life insurance solutions. With this optimally competitive marketplace, clients are empowered to source thoroughly vetted solutions so that they may confidently meet their long-term tax, retirement, and legacy-related goals. What used to take hours, days or weeks now takes a matter of minutes. See for yourself.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
C-Suite
Manager

Employees by Department

Optifino has 19 employees across 7 departments.

Departments

Number of employees

Funding Data

Explore Optifino's funding history, including investment rounds, total capital raised, and key backers.

Funding Date
Round
Amount
Link to Article
2022-06-053N/A
2024-12-084N/A
2025-07-174N/A

Funding Insights

3

Number of funding rounds

Optifino Tech Stack

Discover the technologies and tools that power Optifino's digital infrastructure, from frameworks to analytics platforms.

HubSpot Cookie Policy Banner

HubSpot Cookie Policy Banner

Cookie compliance

Cloudflare Bot Management

Cloudflare Bot Management

Security

HubSpot CMS Hub

HubSpot CMS Hub

CMS

Goober

Goober

JavaScript libraries

Envoy

Envoy

Reverse proxies

Cloudflare

Cloudflare

CDN

HubSpot Analytics

HubSpot Analytics

Analytics

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

Google Analytics

Google Analytics

Analytics

Linkedin Insight Tag

Linkedin Insight Tag

Analytics

Google Workspace

Google Workspace

Email

Frequently asked questions

Optifino is located in Manhattan, New York, US.
You can reach Optifino at +19173643413.
Optifino generates an estimated annual revenue of $2,224,430. This revenue figure reflects the company's market position and business performance in its industry.
Optifino has an estimated valuation of $7,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Optifino has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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