Optifino
PrivateLast Round
Series A
Jun 17, 2025
Total Funding Raised
$17.3M
Company Overview
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, Compliance & Risk, Data Visualization, Workflow Automation
Business Model
B2B
Customer Profile
Services & Consulting, Subscription SaaS
AI Layer
Application
Keywords
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% | |
| DigitalBGA | 79% | |
| Roper Technologies, Inc. | 71% | |
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 |
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.
Optifino Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Optifino's valuation, stock price, and market status.