Optifino
AI-Powered Digital BGA for Life Insurance Agents & Advisors
New York, United States · Founded 2022
- Headquarters
- New York
- Employees
- 11–50
- Founded
- 2022
- Business Model
- B2B
- Website
- optifino.com
- Last Round
- Series AJun 2025
- Rounds
- 2
About
Optifino is an AI-powered digital BGA (brokerage general agency) platform for life insurance agents and advisors. The platform lets agents design life insurance cases in as little as 15 minutes, compare quotes and illustrations across 25+ carriers simultaneously, and generate client-ready visualizations, replacing the pen-and-paper, spreadsheet-driven processes common in the industry. Optifino was founded in 2022 by David Kleinhandler with the mission of radically simplifying the life insurance experience, amplifying human expertise with AI precision, and honoring the intentions behind every family's protection needs. In September 2025 Optifino announced a merger with Covr Financial Technologies, combining Covr's operational and compliance infrastructure with Optifino's AI-powered case design and analytics to form what the companies call 'Digital BGA 3.0.'
Summary
Optifino is an Artificial Intelligence company based in New York, United States, founded in 2022. Its most recent funding was a Series A round in Jun 2025. Investors include FJ Labs.
Tech & App Stack
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Funding History
Jun 2025
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Seed through Series A — per-round amounts, valuations, and who invested in each round.
Investors
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