Optifino Announces Two Key Additions to Leadership Team

Insurance and wealth management industry veterans Ventrice Lam and Mark Forman join as Optifino completes capital raise and exits stealth mode

NEW YORK, June 17, 2025 /PRNewswire/ -- Optifino, the digital BGA radically simplifying the life insurance experience, today announced the addition of two industry veterans to its leadership team. Ventrice Lam has been appointed Chief Operating Officer, and Mark Forman has joined as Chief Marketing Officer.

Lam, a Goldman Sachs alum, brings extensive operational and growth leadership experience across financial services and insurtech. She most recently served as Head of Business Operations at Cartwheel Care, where she orchestrated a multi-state operational expansion strategy. Prior to that, Lam was Head of National Expansion and Insurance Operations at Lemonade, playing a pivotal role in the company's IPO and acquisition of Metromile.

Forman built his career at the intersection of insurance and wealth management, driving growth through key industry transitions. As a member of the Jefferson National leadership team, he helped lead the sale and transition of Jefferson National to Nationwide in 2017 and, as CMO of RetireOne, helped develop and market the outsourced insurance desk model for RIAs. Most recently, he served as fractional CMO at growth consultancy Intention.ly, advising wealth management industry clients on marketing strategy and execution.

These hires follow the close of Optifino's Series A funding round, led by American Family Ventures with participation from Innovest Holding, HOF Capital, MS&AD Ventures, FJ Labs, and others, fueling the company's next phase of growth.

"After completing our Series A with incredible partners, our priority for 2025 is bringing on high-impact talent across Operations, Marketing, and Sales," said David Kleinhandler, Co-Founder and CEO. "Ventrice and Mark are proven leaders who will help us deliver Optifino to insurance agents and financial advisors nationwide."

The funding enables Optifino to further invest in tools that empower agents and advisors to integrate permanent life insurance into holistic financial plans. Upcoming developments include advanced underwriting analytics, new agent and client portals, and the recently launched Professional Review tool.

"We're building the next-gen platform for modern advisors and insurance agents," added Michael Doniger, Co-Founder and Chief Innovation Officer. "This capital gives us the runway to evolve our offering and grow our team."

In addition, Optifino will launch a Founding Agents program in late Q3, following a successful pilot. "I know there isn't a top with Optifino," shared Founding Agent Mike Shean. "As an agent, it can make me more efficient so I can do whatever I want wherever I want. There is no lid on this thing. There are no limits except the ones I put on myself."

The company will showcase its platform at Finseca's upcoming Advanced Markets Conference in Washington, DC. Co-Founders Kleinhandler and Doniger will host a breakout session titled "Building the Next-Gen Digital BGA: Making Agents Bionic and Modernizing Life Insurance" on Thursday, June 19 at 8AM.

About Optifino

Optifino is a digital BGA built by accomplished financial services veterans to radically simplify the life insurance user experience. Optimizing financial and life insurance planning with cutting-edge AI to streamline portfolio management, our tools make it easier for advisors to visualize and identify the right insurance products for their clients at the right time. What used to take hours or even days now takes a matter of minutes. See for yourself and follow us on LinkedIn.

Media Contact
Optifino
Mark Forman
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502-536-7617

Life insurance technology and life insurance are provided by Optifino, Inc. (DBA Optifino Insurance Services in New York) ("Optifino"). Optifino is a licensed insurance producer in all states where it offers products, and acts as an agent for various insurance companies. License information available here. The information in this presentation has been developed by Optifino, Inc and is for informational purposes only. We do our best to ensure that this information is up-to-date and accurate. Products and specific product features may not be available in all states, and other limitations or restrictions may apply.

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SOURCE Optifino