Optifino
PrivateLast Round
Series A
Jun 17, 2025
Total Funding Raised
$17.3M
Company Overview
Optifino operates in FinTech and is based in New York City, New York. Its latest recorded funding round was a Series A round in June 2025.
Optifino is a fintech company that provides an AI-powered digital brokerage general agency platform for life insurance and estate planning.
Sector
FinTech
Verticals
InsurTech, Wealth Management
Business Model
B2B
Customer Profile
Services & Consulting, Subscription SaaS
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Optifino Comparables
Compare Optifino with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Ensight | 85% | |
| Porch Software | 80% | |
| DigitalBGA | 79% |
For institutional investors. Book with your work email.
Optifino Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Jun 17, 2025 | ||||
| Series A | Nov 8, 2024 | ||||
| Seed | Aug 14, 2024 |
For institutional investors. Book with your work email.
Key People
Founding team and executive leadership
For institutional investors. Book with your work email.
Optifino Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| MS&AD Ventures | Series A, Seed |
| Innovest Holding LLC | Series A |
| FJ Labs | Series A |
| 8VC | Seed |
| HOF Capital | Series A, Seed |
| American Family Ventures | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Sep 1, 2025
Founding Agents program set to launch in late Q3 2025.
- Jun 17, 2025
Led by American Family Ventures with participation from multiple investors.
For institutional investors. Book with your work email.
Optifino Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Book a demoFor institutional investors. Book with your work email.
Frequently Asked Questions
Common questions about Optifino's valuation, stock price, and market status.
Is Optifino a public or private company?
Optifino is a private company.
What is the current stock price of Optifino?
Optifino is a private company, so its shares have no public market price. Caplight tracks Optifino's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Optifino worth (valuation)?
Valuation information for Optifino is not publicly available.
Can I buy Optifino stock?
Optifino shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Optifino's last funding round?
Optifino's most recent funding round was Series A on June 17, 2025.
Who are the main investors in Optifino?
Key investors in Optifino include 8VC, HOF Capital, American Family Ventures.
Will Optifino IPO soon?
No public IPO plans have been announced for Optifino.
How can I track Optifino secondary market activity?
Caplight tracks bids, offers, and trades in Optifino's shares on secondary markets.