Earned Wealth
Series A in 2024
Earned Wealth is a wealth management platform dedicated to serving physicians by offering a comprehensive range of financial services. These include personalized financial planning, investment strategies, tax planning, career advisory, insurance, debt management, and trust and estate services. The company focuses on understanding the unique financial journeys of doctors, utilizing in-depth diligence to create tailored solutions that align with their specific needs. Earned Wealth aims to empower physicians to optimize their wealth potential and achieve their financial goals through quality, customized advice.
Layr
Venture Round in 2023
Layr is a developer of a cloud-based insurance platform that streamlines the process of sourcing, purchasing, and managing commercial insurance. Utilizing artificial intelligence and machine learning, the platform matches businesses with appropriate insurance policies and predicts carrier pricing, ensuring tailored coverage for each company. The entirely online application allows users to handle insurance-related tasks through a self-service portal, with expert brokers available for support. Layr emphasizes cash-flow-friendly payment options, enabling customers to pay monthly instead of annually and to use credit cards for transactions. This innovative approach simplifies the often time-consuming insurance process, allowing business owners to focus on their core operations.
Earned Wealth
Series A in 2023
Earned Wealth is a wealth management platform dedicated to serving physicians by offering a comprehensive range of financial services. These include personalized financial planning, investment strategies, tax planning, career advisory, insurance, debt management, and trust and estate services. The company focuses on understanding the unique financial journeys of doctors, utilizing in-depth diligence to create tailored solutions that align with their specific needs. Earned Wealth aims to empower physicians to optimize their wealth potential and achieve their financial goals through quality, customized advice.
Layr is a developer of a cloud-based insurance platform that streamlines the process of sourcing, purchasing, and managing commercial insurance. Utilizing artificial intelligence and machine learning, the platform matches businesses with appropriate insurance policies and predicts carrier pricing, ensuring tailored coverage for each company. The entirely online application allows users to handle insurance-related tasks through a self-service portal, with expert brokers available for support. Layr emphasizes cash-flow-friendly payment options, enabling customers to pay monthly instead of annually and to use credit cards for transactions. This innovative approach simplifies the often time-consuming insurance process, allowing business owners to focus on their core operations.
Mulberry, established in 2018 and headquartered in New York, specializes in AI-driven extended warranty solutions for e-commerce platforms. It connects insurers, brands, and consumers, offering coverage for a wide range of products, from mattresses to jewelry. Mulberry's platform provides insurance broker services, enabling e-commerce customers to purchase extended warranty plans. By leveraging AI and APIs, Mulberry helps brands generate additional revenue and streamlines product insurance processes.
RiskGenius
Series B in 2019
RiskGenius is a developer of a policy review platform that utilizes artificial intelligence and machine learning to enhance the efficiency of insurance professionals. The platform is designed to streamline the work of underwriters, brokers, and regulators by interpreting, organizing, and standardizing policy language. Through its custom algorithms and workflow modules, RiskGenius enables its customers to gain a better understanding of policy language, thereby facilitating more efficient underwriting workflows. The company's focus on true policy automation allows insurance professionals to connect with digital knowledge, ultimately improving their operational effectiveness and decision-making processes.
RiskGenius
Series A in 2017
RiskGenius is a developer of a policy review platform that utilizes artificial intelligence and machine learning to enhance the efficiency of insurance professionals. The platform is designed to streamline the work of underwriters, brokers, and regulators by interpreting, organizing, and standardizing policy language. Through its custom algorithms and workflow modules, RiskGenius enables its customers to gain a better understanding of policy language, thereby facilitating more efficient underwriting workflows. The company's focus on true policy automation allows insurance professionals to connect with digital knowledge, ultimately improving their operational effectiveness and decision-making processes.