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PolicyAdvisor

PolicyAdvisor

Private
Oakville, OntarioFinTechhttps://www.policyadvisor.com/

Company Overview

PolicyAdvisor is an insurtech company that operates an online insurance marketplace in Canada, allowing users to compare and purchase life, health, and other insurance products from various carriers.

Sector

FinTech

Verticals

InsurTech, Personal Finance, E-commerce, Vertical SaaS

Business Model

B2C

Customer Profile

Marketplace Commission

AI Layer

Application

Keywords

online insurance brokerageinsurance marketplaceInsurTechinsurance comparisondigital brokerageCanadian InsurTechterm life insurancedirect-to-consumer insurancecritical illness insurancedisability insurancesalaried insurance advisorsno-medical life insuranceB2B insurance platformgroup benefitsAI-powered insurance

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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PolicyAdvisor Comparables

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PolicyAdvisor comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Emma
88%
PolicyMe
85%
RATESDOTCA Group Ltd.
76%

PolicyAdvisor Funding Rounds

Historical fundraising activity

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Key People

Founding team and executive leadership

Jiten Puri

Founder and CEO

Founding Team

Market signals

Structured signals derived from secondary market and firmographic data.

  • Dec 8, 2024

    Grew 18% QoQ, from 34 to 40 employees.

PolicyAdvisor Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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PolicyAdvisor Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about PolicyAdvisor's valuation, stock price, and market status.

Firmographic Details

HeadquartersOakville, Ontario
Employee Range45
Year Founded2017
Last Funding

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