Trucordia
PrivateLast Round
Debt
6/18/2025
Total Funding Raised
$5.1B
Company Overview
Trucordia is an insurance brokerage firm that offers a broad array of commercial and personal lines, life and health, employee benefits, and workers' compensation solutions.
Sector
FinTech
Verticals
InsurTech, Compliance & Risk
Business Model
B2B2C
Customer Profile
Marketplace Commission, Services & Consulting
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Trucordia Comps
Public and private peers based on sector, stage, and business model.
Trucordia Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Debt | 6/18/2025 | ||||
| Strategic | 6/4/2025 | ||||
| Debt | 4/24/2024 | ||||
| Debt | 8/1/2023 | ||||
| Growth Equity | 2/17/2023 |
Trucordia Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Owl Rock Capital Group | Debt |
| HGGC | Growth Equity |
| The Carlyle Group | Strategic |
| Carlyle Credit Opportunities Fund (Parallel) II AIV 3, L.P. | Debt |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 23, 2026
Shelley Rathsam joins as Vice President on the M&A team.
- Apr 16, 2026
Acquired Paradiso Insurance Services, an insurance agency.
Trucordia 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 Trucordia's valuation, stock price, and market status.
