Optifino partners with Ryan

Optifino , a licensed insurance producer specializing in universal life insurance portfolio design, has announced a new partnership with Ryan, a firm focused exclusively on business taxes.

This collaboration enables Ryan clients to benefit from Optifino’s life insurance optimization engine, along with back-office onboarding support and educational resources on permanent life insurance.

Optifino, founded in 2022, is a team of 25 professionals. The company raised a $6.3 million seed round from 8VC, MS&AD Insurance, and HOF. Its carrier partners include MassMutual, Penn Mutual, John Hancock, and Prudential.