iPipeline

Exton, United States Founded: 1995 • Age: 31 yrs Acquired By Roper Technologies
Cloud-based software is offered for life insurance and financial services.
Request Access

About iPipeline

iPipeline is a company based in Exton (United States) founded in 1995 was acquired by Roper Technologies in August 2019. It operates as a SaaS (Software-as-a-Service), Managed Services, and InsurTech. iPipeline has raised $104.49 million across 4 funding rounds from investors including Thoma Bravo, Roper Technologies and TCV. iPipeline has completed 12 acquisitions, including Agencyworks, AlphaTrust and Aplifi. iPipeline offers products and services including iGO®, AFFIRM® for Annuities, DocFast®, and InsureSight®. iPipeline operates in a competitive market with competitors including Bravura Solutions, FINEOS, Linedata, Atidot and Quility, among others.

  • Headquarter Exton, United States
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Ipipeline, Inc.
Operational Areas
Financial Services → FinTech & Digital Finance
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $104.49 M (USD)

    in 4 rounds

  • Latest Funding Round
    $71.43 M (USD), Series C

    Jan 27, 2012

  • Investors
    Thoma Bravo

    & 5 more

  • Employee Count
    Employee Count
  • Investments & Acquisitions
    Agencyworks

    & 11 more

  • Acquired by
    Roper Technologies

    & 1 more

    (Aug 08, 2019)

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 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 500-1000
Employee Profiles 141
Employee Profiles
People
Leonid Davelman
Vice President Of Customer Experience
People
Julia D’Angelo
Learning Manager
People
Calvin Langdon-Bates
Talent Acquisition Manager
People
Pat O'Donnell
CEO Of Ipipeline

Unlock access to complete

Funding Insights of iPipeline

iPipeline has successfully raised a total of $104.49M across 4 strategic funding rounds. The most recent funding activity was a Series C round of $71.43 million completed in January 2012. 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 C — $71.4M
  • First Round

    (08 Jul 2008)

  • Investors Count 4
Date Amount Transaction Name Valuation Lead Investors Investors
Jan, 2012 Amount Series C - iPipeline Valuation TCV
Mar, 2010 Amount Series B - iPipeline Valuation

investors

Oct, 2009 Amount Series B - iPipeline 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 iPipeline

iPipeline has secured backing from 6 investors, including venture fund investors. Prominent investors backing the company include Thoma Bravo, Roper Technologies and TCV. 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
Venture capital is invested in global technology companies by TCV.
Founded Year Domain Location
Investment firm focusing on lower-middle market growth, healthcare, and various strategies.
Founded Year Domain Location
Venture capital funding is provided by Fidelity-backed Fidelity Ventures.
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

iPipeline has strategically engaged in corporate development activities, having acquired 12 companies. Notable acquisitions include Agencyworks, AlphaTrust and Aplifi. 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
CRM solutions are offered for financial services firms.
2004
Software development services are provided by the company.
2002
Software solutions for life insurance and wealth management are provided by iPipeline.
2002
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 - 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
+
Add Comparison
Available on Premium

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 Bravura Solutions, FINEOS, Linedata, Atidot and Quility, 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
Software solutions for wealth management and life insurance are provided.
domain founded_year HQ Location
Insurance quoting and underwriting solutions for the life and health insurance industry
domain founded_year HQ Location
Software, data, analytics, and services are provided to financial institutions.
domain founded_year HQ Location
Machine learning analytics are delivered for insurance risk management.
domain founded_year HQ Location
Life and P&C insurances are compared through an online 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.

Frequently Asked Questions about iPipeline

When was iPipeline founded?

iPipeline was founded in 1995 and raised its 1st funding round 13 years after it was founded.

Where is iPipeline located?

iPipeline is headquartered in Exton, United States. It is registered at Exton, Pennsylvania, United States.

Is iPipeline a funded company?

iPipeline is a funded company, having raised a total of $104.49M across 4 funding rounds to date. The company's 1st funding round was a Series B of $15M, raised on Jul 08, 2008.

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, for carriers, broker-dealers, RIAs, and financial institutions. The platform connects to a vast data library and supports over 500,000 global users. Sectors served include insurance and financial services, with a focus on improving efficiency and accuracy. Innovative tools are provided to accelerate processes and secure financial futures. Integration and data analytics are emphasized to enhance business performance across multiple channels.

Who are the top competitors of iPipeline?

iPipeline's top competitors include FINEOS, Bravura Solutions and Linedata.

What products or services does iPipeline offer?

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

How many acquisitions has iPipeline made?

iPipeline has made 12 acquisitions, including Agencyworks, AlphaTrust, and Aplifi.

Who are iPipeline's investors?

iPipeline has 6 investors. Key investors include Thoma Bravo, Roper Technologies, TCV, NewSpring Capital, and Fidelity Ventures.

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