We are officially out of stealth! Optifino is an insurtech platform for crafting high end life insurance portfolios backed by some of Silicon Valley's best VCs. Marrying expertise in the financial, technology and life insurance planning, we are demystifying and streamlining the life insurance to help people build and secure their wealth.

Our mission is to transform and demystify life insurance by systematically optimizing transparency, protection, tax management, and liquidity. 

By applying proprietary technology we have created a revolutionary solution designed to bridge the gap between life insurance and investing to deliver value at every interaction. 

FinTech

Insurance

InsurTech

Investment Management

Optifino

Optifino's headquarters in New York, United States

David Kleinhandler

Mark Forman

Peter Dziedzic

Roy Reilly

Michael Doniger

Karan Chawla

Hilliard Milner

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People (4)

David Kleinhandler

Michael Doniger

Roy Reilly

Charles Rettig

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