Global Atlantic

New York, United States Founded: 2004 • Age: 22 yrs Acquired By KKR
Life insurance services are provided by Global Atlantic Financial Group.
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About Global Atlantic

Global Atlantic is a company based in New York (United States) founded in 2004 was acquired by KKR in July 2020. It operates as a Subscription Services, and Brokerage / Intermediation. Global Atlantic has raised $1.51 billion across 4 funding rounds from investors including KKR. Global Atlantic has completed 3 acquisitions, including Global Atlantic, Talcott Financial Group and eResi Mortgage. Global Atlantic offers products and services including Fixed Index Annuities, Life Insurance, and Pension Risk Transfer. Global Atlantic operates in a competitive market with competitors including Protective Life Insurance, AIG Life, Yurtle, Mobius Life and SunLife, among others.

  • Headquarter New York, United States
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name The Global Atlantic Financial Group Llc
Operational Areas
Financial Services → Insurance & Risk Management
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $1.51 B (USD)

    in 4 rounds

  • Latest Funding Round
    $500 M (USD), Series D

    Nov 30, 2022

  • Investors
  • Employee Count
    Employee Count
  • Investments & Acquisitions
  • Acquired by
    KKR

    (Jul 08, 2020)

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Products & Services of Global Atlantic

Global Atlantic offers a comprehensive portfolio of products and services, including Fixed Index Annuities, Life Insurance, and Pension Risk Transfer. 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

Fixed index annuities are offered for retirement savings.

Life insurance products are provided for financial protection.

Pension risk transfer solutions are designed for institutions.

People of Global Atlantic
Headcount 1000-5000
Employee Profiles 14
Board Members and Advisors 7
Employee Profiles
People
Manu Sareen
Head of Institutional and CEO, Global Atlantic Re Limited
People
Allan Levine
Chairman & Chief Executive Officer
People
Paula Nelson
President, Retirement
People
Darryl Herrick
Co-Head, Reinsurance & President, Global Atlantic Re

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Funding Insights of Global Atlantic

Global Atlantic has successfully raised a total of $1.51B across 4 strategic funding rounds. The most recent funding activity was a Series D round of $500 million completed in November 2022. 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 4
  • Last Round Series D — $500.0M
  • First Round

    (15 May 2013)

  • Investors Count
Date Amount Transaction Name Valuation Lead Investors Investors
Nov, 2022 Amount Series D - Global Atlantic Valuation

investors

Sep, 2019 Amount Debt – Conventional - Global Atlantic Valuation

investors

Oct, 2016 Amount Debt – Conventional - Global Atlantic 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 Global Atlantic

Global Atlantic has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include KKR. 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
Multiple sectors are invested in by this private equity firm.
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 Global Atlantic

Global Atlantic has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include Global Atlantic, Talcott Financial Group and eResi Mortgage. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

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
Acquisitions
Company Name Description Domain Location Founded Year Amount
Residential mortgage loans are provided to customers.
2018
Talcott Financial Group is engaged in providing insurance and financial solutions.
2017
Life insurance firm
1985
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Global Atlantic

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

Global Atlantic Comparisons

Employees
+
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Competitors of Global Atlantic

Global Atlantic 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 Protective Life Insurance, AIG Life, Yurtle, Mobius Life and SunLife, 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
Life insurance policies are issued and managed for customers.
domain founded_year HQ Location
Life insurance policies are provided in the United Kingdom.
domain founded_year HQ Location
Life insurance services are provided online by Yurtle.
domain founded_year HQ Location
Life insurance policies are underwritten and distributed by Mobius Life.
domain founded_year HQ Location
Life insurance policies are provided by SunLife to UK customers.
domain founded_year HQ Location
Provides life insurance coverage to consumers via retail and partnerships worldwide.
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 Global Atlantic

Frequently Asked Questions about Global Atlantic

When was Global Atlantic founded?

Global Atlantic was founded in 2004 and raised its 1st funding round 9 years after it was founded.

Where is Global Atlantic located?

Global Atlantic is headquartered in New York, United States. It is registered at New York, New York, United States.

Is Global Atlantic a funded company?

Global Atlantic is a funded company, having raised a total of $1.51B across 4 funding rounds to date. The company's 1st funding round was a Debt – Conventional of $250M, raised on May 15, 2013.

What does Global Atlantic do?

Global Atlantic is involved in offering a range of financial products, including fixed index annuities, life insurance, and pension risk transfer solutions. The company operates within the insurance and financial services sector, focusing on retirement planning and risk management. Innovative strategies are developed to secure clients financial futures, with tailored solutions provided for both individuals and institutional clients. A strong emphasis is placed on integrity and community support, ensuring that products and services are aligned with client needs across various markets.

Who are the top competitors of Global Atlantic?

Global Atlantic's top competitors include Protective Life Insurance, Yurtle and SunLife.

What products or services does Global Atlantic offer?

Global Atlantic offers Fixed Index Annuities, Life Insurance, and Pension Risk Transfer.

How many acquisitions has Global Atlantic made?

Global Atlantic has made 3 acquisitions, including Global Atlantic, Talcott Financial Group, and eResi Mortgage.

Who are Global Atlantic's investors?

Global Atlantic has 1 investor. Key investors include KKR.

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