Fulcrum

San Francisco, United States Founded: 2023 • Age: 3 yrs
AI-powered automation software is provided for insurance brokers processes.

About Fulcrum

Fulcrum is a company based in San Francisco (United States) founded in 2023 by Sambhav Anand and Arjun Mangla. It operates as a AI-as-a-Service. Fulcrum has raised $25.05 million across 3 funding rounds from investors including BrokerTech Ventures, CRV and South Park Commons. Fulcrum offers products and services including Proposal Generation, Policy Checking, and Coverage Comparison. Fulcrum operates in a competitive market with competitors including Wefox, Stubben Edge, Zywave, Keystone Agency Partners and Sixfold, among others.

  • Headquarter San Francisco, United States
  • Founders Sambhav Anand, Arjun Mangla
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Fulcrum Inc.
Operational Areas
Financial Services → FinTech & Digital Finance
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $25.05 M (USD)

    in 3 rounds

  • Latest Funding Round
    $25 M (USD), Series A

    Jan 27, 2026

  • Investors
  • Employee Count
    Employee Count
Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • Full access to every database India & global coverage, advanced filters and rich profile details
  • Always-on access from your team account Single premium plan for everything you see on the portal

Products & Services of Fulcrum

Fulcrum offers a comprehensive portfolio of products and services, including Proposal Generation, Policy Checking, and Coverage Comparison. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Branded proposals are created from carrier quotes quickly.

Coverage documents are verified with expert-level precision efficiently.

Policy differences are analyzed and summarized for clients.

Funding Insights of Fulcrum

Fulcrum has successfully raised a total of $25.05M across 3 strategic funding rounds. The most recent funding activity was a Series A round of $25 million completed in January 2026. 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
  • Total Rounds 3
  • Last Round Series A — $25.0M
  • First Round

    (01 Apr 2025)

  • Investors Count 4
Date Amount Transaction Name Valuation Lead Investors Investors
Jan, 2026 Amount Seed - Fulcrum Valuation

investors

Jan, 2026 Amount Series A - Fulcrum Valuation CRV
Apr, 2025 Amount Seed - Fulcrum Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Fulcrum

Fulcrum has secured backing from 4 investors, including venture fund investors. Prominent investors backing the company include BrokerTech Ventures, CRV and South Park Commons. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Investor Description Founded Year Domain Location
Startups in the insurance sector are accelerated by BrokerTech Ventures.
Founded Year Domain Location
-
Founded Year Domain Location
-
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Fulcrum

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Fulcrum

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Fulcrum Comparisons

Employees
+
Add Comparison
Available on Premium

Competitors of Fulcrum

Fulcrum operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Wefox, Stubben Edge, Zywave, Keystone Agency Partners and Sixfold, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
App-based P&C insurance comparison platform for individuals
domain founded_year HQ Location
Cloud-based management solutions are provided for insurance brokers.
domain founded_year HQ Location
Cloud-based agency management solutions are provided for the insurance industry.
domain founded_year HQ Location
Insurance agency management solutions are provided to the industry.
domain founded_year HQ Location
AI-based generative tools provider for insurance underwriters
domain founded_year HQ Location
SME insurance portfolios are managed via an online broker platform.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Fulcrum

Frequently Asked Questions about Fulcrum

When was Fulcrum founded?

Fulcrum was founded in 2023 and raised its 1st funding round 2 years after it was founded.

Where is Fulcrum located?

Fulcrum is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.

Is Fulcrum a funded company?

Fulcrum is a funded company, having raised a total of $25.05M across 3 funding rounds to date. The company's 1st funding round was a Seed of $50K, raised on Apr 01, 2025.

What does Fulcrum do?

Fulcrum is dedicated to providing AI-driven tools for insurance brokerages. Solutions are developed to enhance efficiency in proposal generation, policy checking, and coverage comparison. The platform is integrated with agency management systems to streamline workflows. Services are tailored for the insurance sector, aiming to reduce workload and improve compliance. Enterprise-grade security is embedded in all products to ensure data protection.

Who are the top competitors of Fulcrum?

Fulcrum's top competitors include Wefox, Stubben Edge and Agentero.

What products or services does Fulcrum offer?

Fulcrum offers Proposal Generation, Policy Checking, and Coverage Comparison.

Who are Fulcrum's investors?

Fulcrum has 4 investors. Key investors include BrokerTech Ventures, CRV, South Park Commons, and Foundation Capital.

Explore millions of companies — effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals — all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available