Western & Southern Financial Group
Overview
Western & Southern Financial Group is a diversified financial services company that offers a wide range of life insurance, annuities, mutual funds, and investment management products and services.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Freenome | Jan 2022 | Series D Extension | Co-investor |
| Pro Football Focus | Sep 2021 | Private Equity | Co-investor |
| Coterie Insurance | Mar 2020 | Series A | Co-investor |
| Retirable | Jul 2025 | Series A | Co-investor |
| Global Graphene Group | Jun 2016 | Series A | Lead |
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Key People
James Conklin
Managing Director
CLF® Tunde Fashola
Agency Manager & Registered Principal
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Western & Southern Financial Group based?
Western & Southern Financial Group is headquartered in Cincinnati, Ohio, United States.
When was Western & Southern Financial Group founded?
Western & Southern Financial Group was founded in 1888.
How many portfolio companies does Western & Southern Financial Group have?
Western & Southern Financial Group has 8 portfolio companies in Caplight's dataset.
What are some companies in Western & Southern Financial Group's portfolio?
Portfolio companies visible on Caplight include Freenome, Pro Football Focus, Coterie Insurance, Retirable, Global Graphene Group.
What was Western & Southern Financial Group's most recent investment shown here?
Western & Southern Financial Group's most recent investment in this portfolio sample was in Retirable in 2025.
What sectors does Western & Southern Financial Group focus on?
Western & Southern Financial Group focuses on Healthcare & Life Sciences, FinTech, FinTech, Healthcare & Life Sciences, FinTech, FinTech, Frontier & Industrial Tech, AI, Data & Cloud Infrastructure, Media, Entertainment & Gaming, Energy & Sustainability, AI, Data & Cloud Infrastructure, Enterprise Software, AI, Data & Cloud Infrastructure.
What company stages does Western & Southern Financial Group focus on?
Western & Southern Financial Group typically invests at the Early stage.
What is Western & Southern Financial Group's AUM?
Western & Southern Financial Group's assets under management are estimated between $132.5B and $132.5B.