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
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Technology
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- Legal Name Ipipeline, Inc.
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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.
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
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Product Management Team
2 people
Sales and Marketing
1 people
Finance and Accounting
1 people
Leadership Team
1 people
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Funding Insights of iPipeline
Detailed funding history for iPipeline
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Investors in iPipeline
iPipeline has secured backing from 1 investor. Prominent investors backing the company include iPipeline.
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Cloud-based software is offered for life insurance and financial services.
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Investor details for iPipeline
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Investments & Acquisitions by iPipeline
Investment portfolio details for iPipeline
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Financial Statements - iPipeline
Detailed financials for iPipeline
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Ipipeline Comparisons
Peer comparison for iPipeline
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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.
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AI-enabled financial planning and advisory solutions are provided for individuals.
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Retirement, health, and college savings services are administered nationwide.
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Personal finance management and investment advise
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App-based financial planning and management platform for individuals
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Financial planning and advisory platform
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An app-based platform is provided for individual wealth management.
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Detailed competitors of iPipeline
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Latest news on Ipipeline
Complete news archive for iPipeline
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Frequently Asked Questions about iPipeline
iPipeline was founded in 2002.
iPipeline is headquartered in Davidson, United States. It is registered at Davidson, North Carolina, United States.
Tim Parsons is the current CEO of iPipeline.
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.
iPipeline's top competitors include The Tifin Group, Ascensus and Farther.
iPipeline offers iGO, AFFIRM for Annuities, DocFast, and InsureSight.
iPipeline has 1 investor. Key investors include iPipeline.