Advantage Insurance Inc.
PrivateLast Round
Early Funding
Nov 8, 2023
Total Funding Raised
$1.24M
Momentum Score
25 /100
Company Overview
Advantage Insurance Inc. is a specialized provider of insurance services for high-net-worth individuals and business owners, focusing on risk management and financial planning. Headquartered in San Juan, Puerto Rico, with offices in the United States, Bermuda, and the Cayman Islands, the company operates through two primary business segments: Life Insurance and Business Insurance. The Life Insurance division provides private placement life insurance (PPLI) and annuity policies, while the Business Insurance division offers captive insurance management services. Founded in 1993, the company has over 25 years of operating history and serves clients globally. As of December 2021, its life insurance business managed total assets of over $4 billion.
Sector
FinTech
Verticals
InsurTech, Wealth Management, Compliance & Risk
Business Model
B2B
Customer Profile
Services & Consulting
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Advantage Insurance Inc. Comps
Public and private peers based on sector, stage, and business model.
Advantage Insurance Inc. Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Early Funding | Nov 8, 2023 | ||||
| Private Placement | Mar 30, 2021 | ||||
| VC Round | Dec 30, 2014 | ||||
| Recap | Oct 11, 2013 |
Advantage Insurance Inc. Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| MVC Capital | Recap |
| Quantum Ventures of Michigan | VC Round |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 18, 2026
Monthly visitors grew 107% MoM, from 1.7K to 3.6K.
Advantage Insurance Inc. 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 Advantage Insurance Inc.'s valuation, stock price, and market status.
