About Us

The Science of Better Financial Advice

LifeOptima is a German fintech company based in Wiesbaden. Our mathematically optimized, dynamic financial planning software helps advisors in Germany and the USA deliver clearer forecasts, more transparent strategies, and client reports they can trust.

Our mission

"Empower lifelong financial freedom and peace of mind through mathematical excellence."

What we do

We combine actuarial mathematics with modern software, supporting advisors across the entire client journey – from building wealth during working life, through dynamic withdrawals and retirement income, to lifecycle planning with annuity models.

Tailored Accumulation Phase During Working Life

Build wealth during working life with a unique lifecycle strategy.

Dynamic Withdrawals & Retirement Income

Turn savings into reliable retirement income with dynamic withdrawal calculations.

Your Personal Savings & Withdrawal Planner

Plan personal savings and withdrawals with lifecycle annuity models.

LifeOptima at a glance

Headquartered in Frankfurt, Germany
Built for advisors in Germany and the USA
Mathematically optimized planning models
Backed by actuarial science

Meet the team

Christian Bittner

Christian Bittner

Exclusive International Sales Partner

Want to see LifeOptima in action? Book a personalized demo – we would love to show you how it supports your practice.