Optifino Overview

  • Year Founded
  • 2022

Year Founded

  • Status
  • Private

  • Employees
  • 26

Employees

  • Latest Deal Type
  • Series A

  • Latest Deal Amount
  • $29.4M

  • Investors
  • 7

Optifino General Information

Description

Operator of a fintech company intended for expertise in the financial, technology, and life insurance industries. The company offers an intuitive visualization dashboard that provides insights across various carriers, facilitates ongoing policy reviews, and integrates client goals, enabling individuals seeking effective estate planning to achieve significant improvements in death benefits and premium management.

Contact Information

Website
www.optifino.com
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 17 State Street
  • New York, NY 10004
  • United States
+1 (713)
Primary Industry
Other Financial Services
Other Industries
Financial Software
Other Insurance
Vertical(s)
InsurTech, FinTech
Corporate Office
  • 17 State Street
  • New York, NY 10004
  • United States
+1 (713)

Optifino Timeline

2023202420252026
Financing RoundCaptured Employee CountEstimated Employee Growth

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Optifino Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Early Stage VC (Series A) 26-Sep-2025 $29.4M Completed Generating Revenue
1. Seed Round 14-Aug-2024 Completed Generating Revenue
To view Optifino’s complete valuation and funding history, request access »

Optifino Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate (%) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Series A
Series A-5
Series A-4
Series A-3
Series A-2 2,960,766 $0.000100 $0.95 $0.95 1x $0.95 8.36%
Series A-1 2,706,816 $0.000100 $0.59 $0.59 1x $0.59 7.64%
To view Optifino’s complete cap table history, request access »

VC Exit Predictor

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Opportunity Score

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Optifino Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Optifino Investors (7)

Investor Name Investor Type Holding Investor Since Participating Rounds
Aflac Ventures Corporate Venture Capital Minority
Connecticut Innovations Venture Capital Minority
Innovest Holdings Holding Company Minority
8VC Venture Capital Minority
American Family Ventures Venture Capital Minority
You’re viewing 5 of 7 investors. Get the full list »

Optifino Acquisitions (1)

Optifino’s most recent deal was a Merger/Acquisition with Covr Financial Technologies. The deal was made on 26-Sep-2025.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Covr Financial Technologies 26-Sep-2025 Merger/Acquisition Insurance Brokers
To view Optifino’s complete acquisitions history, request access »

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Optifino Affiliates

Subsidiaries (1)

Name Industry Location Year Founded
Covr Financial Technologies Boise, ID 2012

Optifino FAQs

  • When was Optifino founded?

    Optifino was founded in 2022.

  • Where is Optifino headquartered?

    Optifino is headquartered in New York, NY.

  • What is the size of Optifino?

    Optifino has 26 total employees.

  • What industry is Optifino in?

    Optifino’s primary industry is Other Financial Services.

  • Is Optifino a private or public company?

    Optifino is a Private company.

  • What is the current valuation of Optifino?

    The current valuation of Optifino is .

  • What is Optifino’s current revenue?

    The current revenue for Optifino is .

  • How much funding has Optifino raised over time?

    Optifino has raised $35.7M.

  • Who are Optifino’s investors?

    Aflac Ventures, Connecticut Innovations, Innovest Holdings, 8VC, and American Family Ventures are 5 of 7 investors who have invested in Optifino.

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