iPipeline

Davidson, United States Founded: 2002 • Age: 24 yrs Acquired By iPipeline
Software solutions for life insurance and wealth management are provided by iPipeline.
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About iPipeline

iPipeline is a company based in Davidson (United States) founded in 2002 was acquired by iPipeline in September 2020. It operates as a SaaS (Software-as-a-Service), and Subscription Services. iPipeline offers products and services including iGO, AFFIRM for Annuities, DocFast, and InsureSight. iPipeline operates in a competitive market with competitors including The Tifin Group, Ascensus, Learnvest, Farther and Capitalize, among others.

  • Headquarter Davidson, United States
  • Sectors
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Ipipeline, Inc.
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    iPipeline

    (Sep 23, 2020)

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Products & Services of iPipeline

iPipeline offers a comprehensive portfolio of products and services, including iGO, AFFIRM for Annuities, DocFast, and InsureSight. 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

Software for automating life insurance application processes efficiently.

Tool for streamlining annuity order entry and suitability.

Platform for electronic delivery of policies and contracts.

Analytics tool for case management and business insights.

People of iPipeline
Headcount 10-50
Employee Profiles 5
Employee Profiles
People
Travis Champion
MD, Business Development
People
Jeff Deming
COO & CFO
People
Ray Mulligan
MD, Product Strategy
People
Tim Parsons
President & CEO

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Funding Insights of iPipeline

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 iPipeline

iPipeline has secured backing from 1 investor. Prominent investors backing the company include iPipeline. 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
Investor Description Founded Year Domain Location
Cloud-based software is offered for life insurance and financial services.
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 iPipeline

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 - iPipeline

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

Ipipeline Comparisons

Employees
+
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Competitors of iPipeline

iPipeline 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 The Tifin Group, Ascensus, Learnvest, Farther and Capitalize, 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
AI-enabled financial planning and advisory solutions are provided for individuals.
domain founded_year HQ Location
Retirement, health, and college savings services are administered nationwide.
domain founded_year HQ Location
Personal finance management and investment advise
domain founded_year HQ Location
App-based financial planning and management platform for individuals
domain founded_year HQ Location
Financial planning and advisory platform
domain founded_year HQ Location
An app-based platform is provided for individual wealth management.
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 Ipipeline

Frequently Asked Questions about iPipeline

When was iPipeline founded?

iPipeline was founded in 2002.

Where is iPipeline located?

iPipeline is headquartered in Davidson, United States. It is registered at Davidson, North Carolina, United States.

Who is the current CEO of iPipeline?

Tim Parsons is the current CEO of iPipeline.

What does iPipeline do?

End-to-end digital solutions for life insurance, annuities, and wealth management are offered by iPipeline. Operations are streamlined through automation of workflows from quote to commission. Services are provided to carriers, broker-dealers, RIAs, and financial institutions. The platform connects to a vast data library and supports over 500,000 global users. Efficiency, accuracy, and speed in financial services are enhanced by their tools. Sectors such as pensions in the UK are also covered. Comprehensive platforms for integration and data analytics are built to secure financial futures.

Who are the top competitors of iPipeline?

iPipeline's top competitors include The Tifin Group, Ascensus and Farther.

What products or services does iPipeline offer?

iPipeline offers iGO, AFFIRM for Annuities, DocFast, and InsureSight.

Who are iPipeline's investors?

iPipeline has 1 investor. Key investors include iPipeline.

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