Annuities Genius
PrivateLast Round
Accelerator
Dec 1, 2023
Company Overview
Annuities Genius operates in FinTech and is based in Laguna Hills, California. Its latest recorded funding round was an Accelerator round in December 2023.
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
FinTech
Verticals
InsurTech, Sales Enablement, Wealth Management, Financial Data, Compliance & Risk
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
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% |
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Annuities Genius Funding Rounds
Historical fundraising activity
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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.
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Annuities Genius Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
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Frequently Asked Questions
Common questions about Annuities Genius's valuation, stock price, and market status.
Is Annuities Genius a public or private company?
Annuities Genius is a private company.
What is the current stock price of Annuities Genius?
Annuities Genius is a private company, so its shares have no public market price. Caplight tracks Annuities Genius's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Annuities Genius worth (valuation)?
Valuation information for Annuities Genius is not publicly available.
Can I buy Annuities Genius stock?
Annuities Genius shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Annuities Genius's last funding round?
Annuities Genius's most recent funding round was Accelerator on December 1, 2023.
Who are the main investors in Annuities Genius?
Key investors in Annuities Genius include Plug and Play Tech Center, InsurTech NY.
Will Annuities Genius IPO soon?
No public IPO plans have been announced for Annuities Genius.
How can I track Annuities Genius secondary market activity?
Caplight tracks bids, offers, and trades in Annuities Genius's shares on secondary markets.