About Dynamis Software
Dynamis Software is a Financial Services company based in Milwaukee (United States) founded in 2012, and was acquired by Applied in October 2018. It operates as a software solution for insurance agencies. Dynamis Software has raised $3.38 million across 2 funding rounds from investors including Applied Systems and Golden Angels Investors. The company was acqui-hired. Its focus areas include FinTech, Insurance IT, Insurance Policy Solutions and Software for Insurance Intermediaries. Its competitors include Wefox, Keystone Agency Partners, Agentero, Zywave and Stubben Edge and 5 more; 8 of its 10 listed competitors have raised funding.
Company details
Dynamis Software was founded in 2012 and is based in Milwaukee, United States. Operations focus on the insurance sector, where white-label solutions are developed for agencies. Customer engagement and sales are supported through tools like the Dynamic Plan Designer, which enables collaboration between brokers and clients by modeling benefit plans in visual formats. Traditional spreadsheet methods are replaced with these accessible approaches.
- Headquarters Milwaukee, United States
- Stage Acquired
- SectorsFinancial Services
- Website dynamiscorp.com
- Social LinkedIn
- Acquired by Applied (Oct 2018)
- Total Equity Funding$3.38M (USD)
in 2 rounds
- Latest Funding Round$1.28M (USD), Seed
Mar 2017
- InvestorsApplied Systems
& 1 more
- Acquired byApplied
(Oct 2018)
Funding Insights of Dynamis Software
Dynamis Software has successfully raised a total of $3.38M across 2 strategic funding rounds. The most recent funding activity was a Seed round of $1.28 million completed in March 2017. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $3.38M
- Total Rounds 2
- Last Round Seed — $1.28M
- First Round $2.1M
(Oct 2014)
- Investors Count 1
All 2 funding rounds of Dynamis Software with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Mar 2017 | $1.28M | Seed | – | Golden Angels Investors | – |
| Oct 2014 | $2.1M | Seed | – | – | – |
2 investors in total: 2 institutional.
Investors in Dynamis Software
Dynamis Software has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Applied Systems and Golden Angels Investors.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
- | – | goldenangelsinvestors.com | - | |
Insurance technology solutions are provided by Applied Systems for agencies. | 1983 | appliedsystems.com | University Park, United States |
Investor details for Dynamis Software
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Dynamis Software
365 people are tracked at Dynamis Software (111 in leadership, 254 in team).
| Name | Role | Group |
|---|---|---|
Manoj Mathew | Director Of Devops | Leadership |
Ricky Lopez | Vice President Consulting Services | Leadership |
Tom Roshar | Vice President Of Sales - Benefits | Leadership |
Brandon Hellevang | Vp, Sales | Leadership |
Kara Harris-Crowell | Senior Vice President - Sales Enablement & Solution Consulting | Leadership |
Trevor Bunker | Chief Customer Officer | Leadership |
Rich Belanger | CTO | Leadership |
Courtney Rains | CMO | Leadership |
Taylor Rhodes | CEO | Leadership |
Tom Needs | CEO, Applied Systems Europe | Leadership |
Graham Blackwell | CFO | Leadership |
Jeffrey D. Purdy | Chief Revenue Officer | Leadership |
Francesco Poggiani | Sr. People Business Partner (strategic Growth) | Leadership |
Anupam Gupta | Chief Product Officer | Leadership |
Bridget Penney | Chief People Officer | Leadership |
Rahul S. | Senior Director | Leadership |
Jess Castro | Sr. People Business Partner | Leadership |
Brittany Smith | Chief Financial Officer | Leadership |
Sarah Osborne | Director of Sales | Leadership |
Lauren Malcolm | Director Of Communications | Leadership |
345 more people are available in the full profile.
Complete people profiles for Dynamis Software
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Dynamis Software
4 dated milestones of Dynamis Software across 6 years, from founding to its latest funding, stage changes and deals.
- Founded Dynamis Software is founded.
- Funding First funding round of $2.1M.
- Funding Latest funding round, Seed, of $1.3M.
- Exit Acquired by Applied.
Competitors of Dynamis Software
Dynamis Software has 10 listed competitors in our database, 8 of them funded. They include Wefox, Keystone Agency Partners, Agentero, Zywave and Stubben Edge, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| wefox.com | 2015 | Berlin, Germany | $1.61B | 394 | App-based P&C insurance comparison platform for individuals | |
| keystoneagencypartners.com | 2020 | Harrisburg, United States | – | 418 | Insurance agency management solutions are provided to the industry. | |
| agentero.com | 2017 | Berkeley, United States | $23.5M | – | App-based management solutions for insurance agents are offered. | |
| zywave.com | 1995 | Milwaukee, United States | – | 679 | Cloud-based agency management solutions are provided for the insurance industry. | |
| stubbenedge.com | 2010 | London, United Kingdom | $37.1M | 63 | Cloud-based management solutions are provided for insurance brokers. | |
| iprism.co.uk | 2006 | London, United Kingdom | $11.92M | 42 | SME insurance portfolios are managed via an online broker platform. | |
| useindio.com | 2015 | San Francisco, United States | $30M | 67 | SaaS-based solutions for commercial insurance agency management are offered. | |
| veruna.com | 2015 | Boston, United States | $15.1M | 45 | Agency management software is offered for insurance agents. | |
| sixfold.ai | 2023 | New York, United States | $21.5M | – | AI-based generative tools provider for insurance underwriters | |
| thinksurance.de | 2015 | Frankfurt Am Main, Germany | $38.51M | 69 | Insurance distribution is enabled via specialized software platforms. |
Detailed competitors of Dynamis Software
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Insurance Technology & Support Services
10 companies that operate in the same segment as Dynamis Software (Insurance Technology & Support Services), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Insurance products for vehicles, health, travel, and life are offered. | 2016 | Bengaluru, Karnataka, India | USD 746.17 M | USD 216.04 M | 1,306 | |
Auto insurance is delivered via app to individual drivers. | 2017 | London, England, United Kingdom | USD 161.3 M | USD 369.88 M | 625 | |
Cloud-based platform for property and casualty insurance is provided. | 2001 | San Mateo, California, United States | – | USD 1.48 B | 226 | |
Claims administration, loss adjusting, and benefits management services are provided. | 1969 | Memphis, Tennessee, United States | USD 2.63 M | – | – | |
Online property and casualty insurance is provided for businesses. | 2017 | San Francisco, California, United States | USD 800 M | – | 699 | |
Satellite-based imaging solutions are provided using synthetic aperture radar. | 2016 | Palo Alto, California, United States | USD 233.99 M | – | 191 | |
API-enabled insurance distribution platform is provided for B2C companies. | 2011 | Noida, Uttar Pradesh, India | USD 120.6 M | – | – | |
AI and microsatellite-based imaging solutions are developed for data monitoring. | 2014 | Espoo, Uusimaa, Finland | USD 1.25 B | USD 111.51 M | 1,156 | |
Software suite for insurance distribution and management is provided. | 2014 | New York, New York, United States | USD 354.55 M | USD 21.6 K | 649 | |
AI-enabled driver monitoring and fleet safety management solutions | 2015 | Palo Alto, California, United States | USD 215 M | – | 109 |
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Frequently Asked Questions about Dynamis Software
Dynamis Software was founded in 2012 and raised its 1st funding round 2 years after it was founded.
Dynamis Software is headquartered in Milwaukee, United States. It is registered at Milwaukee, Wisconsin, United States.
Dynamis Software is a funded company, having raised a total of $3.38M across 2 funding rounds to date. The company's 1st funding round was a Seed of $2.1M, raised on Oct 2014.
Dynamis Software was founded in 2012 and is based in Milwaukee, United States. Operations focus on the insurance sector, where white-label solutions are developed for agencies. Customer engagement and sales are supported through tools like the Dynamic Plan Designer, which enables collaboration between brokers and clients by modeling benefit plans in visual formats. Traditional spreadsheet methods are replaced with these accessible approaches.
Dynamis Software's top competitors include Wefox, Stubben Edge and Agentero.
Dynamis Software has 2 investors. Key investors include Applied Systems, and Golden Angels Investors.
Yes. Dynamis Software was acquired by Applied in October 2018.