Annuities Genius
PrivateLast Round
Accelerator
Dec 1, 2023
Company Overview
Annuities Genius is an insurtech company that provides a web-based annuity product dashboard and illustration software for insurance agents, financial advisors, and carriers.
Sector
Enterprise Software
Verticals
InsurTech, Sales Enablement, Wealth Management, Financial Data, Compliance & Risk
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Annuities Genius Comparables
Compare Annuities Genius with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| AnnuityRateWatch.com, Inc. | 83% | |
| Ensight | 83% | |
| iCapital | 79% | |
Annuities Genius Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Accelerator | Dec 1, 2023 |
Annuities Genius Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Plug and Play Tech Center | Accelerator |
| InsurTech NY | Accelerator |
Market signals
Structured signals derived from secondary market and firmographic data.
- Dec 1, 2023
Received funding from Plug and Play Tech Center and InsurTech NY.
Annuities Genius 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 Annuities Genius's valuation, stock price, and market status.