About iPipeline
iPipeline is a Financial Services company based in Exton (United States) founded in 1995, and was acquired by Roper Technologies in August 2019. Cloud-based software is offered for life insurance and financial services. It operates on a SaaS (Software-as-a-Service), Managed Services, and InsurTech model. iPipeline has raised $104.49 million across 4 funding rounds from investors including Thoma Bravo, Roper Technologies and TCV. iPipeline has completed 13 acquisitions, including Agencyworks, AlphaTrust and Aplifi. Its website ipipeline.com draws about 1.5 million monthly visits. iPipeline offers products and services including iGO®, AFFIRM® for Annuities, DocFast®, and InsureSight®. Its focus areas include Technology, Software, InsurTech and Insurance. Its legal entity is iPipeline, Inc. Its competitors include Atidot, Quility and Omniscience; 2 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Exton, United States
- Stage Acquired
- SectorsFinancial Services
- Website category Finance · Insurance
- Email••••••••
- Phone•••• ••••
- Website ipipeline.com
- Social LinkedIn X Facebook YouTube
- Acquired by Thoma Bravo (Aug 2015)
- Legal Name Ipipeline, Inc.
- Total Equity Funding$104.49M (USD)
in 4 rounds
- Latest Funding Round$71.43M (USD), Series C
Jan 2012
- InvestorsThoma Bravo
& 5 more
- Investments & AcquisitionsAgencyworks
& 12 more
- Acquired by
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.
Apps and channels of iPipeline
its YouTube channel iPipeline has 400 subscribers and 30 videos.
Videos from iPipeline
The most watched videos on iPipeline's YouTube channel, iPipeline (400 subscribers). Click a video to play it here.
More on iPipeline.
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 $104.49M
- Total Rounds 4
- Last Round Series C — $71.43M
- First Round $18M
(Jul 2008)
- Investors Count 4
All 4 funding rounds of iPipeline with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan 2012 | $71.43M | Series C | – | TCV | – |
| Mar 2010 | $59,220 | Series B | – | – | – |
| Oct 2009 | $15M | Series B | – | – | |
| Jul 2008 | $18M | Series B | – | Fidelity Ventures, NewSpring | – |
6 investors in total: 6 institutional.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Venture capital is invested in global technology companies by TCV. | tcv.com | Menlo Park, United States | ||
Investment firm focusing on lower-middle market growth, healthcare, and various strategies. | newspringcapital.com | |||
Venture capital funding is provided by Fidelity-backed Fidelity Ventures. | fidelityventures.com | Boston, United States | ||
Venture capital investments are directed toward companies in multiple sectors. | volitioncapital.com | Boston, United States | ||
Software and technology-enabled services companies are targeted for investment. | 1980 | thomabravo.com | Chicago, United States | |
Diversified technology products are manufactured for industrial and scientific sectors. | 1981 | ropertech.com | Sarasota, United States |
Investor details for iPipeline
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of iPipeline
141 people are tracked at iPipeline (40 in leadership, 101 in team).
| Name | Role | Group |
|---|---|---|
Leonid Davelman | Vice President Of Customer Experience | Leadership |
Mary Kay McDannell | Vp, Global Learning And Development | Leadership |
Pat O'Donnell | CEO Of Ipipeline | Leadership |
Bob Barrett | Director Of Client Services | Leadership |
C. Steven Malliard | Director Of Client Services / CRM Practice Director | Leadership |
James Johnson | Vice President Research And Development | Leadership |
Joel Fox | Sales Director | Leadership |
Seth Roy | Vice President Of Product Management | Leadership |
Helen Jones | HR Director | Leadership |
Sharon Harrison | Human Resource Director | Leadership |
Holly McGiboney | Chief Human Resources Officer | Leadership |
Justin Klinger | Associate Vice President | Leadership |
Jim Adamek | Vice President Business Development | Leadership |
Katie Kahl | Chief Product Officer | Leadership |
Steve Cover | Chief Technology Officer | Leadership |
Daphne Thomas | COO | Leadership |
Diane Rowell | Chief People Officer | Leadership |
Ashley Hale | Managing Director IP (tcp) | Leadership |
Carissa Osgood | Director, Business Analysis | Leadership |
Robert B. | Client Services Director | Leadership |
121 more people are available in the full profile.
Complete people profiles for iPipeline
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by iPipeline
iPipeline has strategically engaged in corporate development activities, having acquired 13 companies. Notable acquisitions include Agencyworks, AlphaTrust and Aplifi.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Digital solutions for financial services workflow optimization are provided. | origo.com | Edinburgh, United Kingdom | 1989 | Sep 2026 | •••• | |
Software solutions for life insurance and wealth management are provided by iPipeline. | ifsautomation.com | Davidson, United States | 2002 | Sep 2020 | •••• | |
Software development services for the insurance industry are provided. | welis.com | Norwood, United States | 1980 | Sep 2020 | •••• | |
Provider of cloud-based software solutions for the life insurance and financial services industry | bluesun.ca | Burlington, Canada | 2001 | Mar 2019 | •••• | |
Provides electronic signature and document process automation for enterprises. | alphatrust.com | Dallas, United States | 1998 | Mar 2018 | •••• | |
Software, data migration, and IT support services are provided. | tcplifesystems.com | Bromley, United Kingdom | 1989 | Jan 2018 | •••• | |
Financial forms are supplied to investment, insurance, and banking sectors. | laserapp.com | Ontario, United States | 1995 | Sep 2017 | •••• | |
Software development services are provided by the company. | resonant-software.com | Vienna, Austria | 2002 | Jan 2017 | •••• | |
Software solutions for insurance data transfer and processing are provided. | bluefrogsolutions.com | Pompano Beach, United States | 2000 | Oct 2013 | •••• | |
SaaS solutions are offered for insurance and financial sectors. | aplifi.com | Salt Lake, United States | 1996 | Oct 2013 | •••• |
Complete acquisition details for iPipeline
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of iPipeline
15 dated milestones of iPipeline across 31 years, from founding to its latest funding, stage changes and deals.
- Founded iPipeline is founded.
- Funding First funding round of $18.0M.
- Funding Latest funding round, Series C, of $71.4M.
- Acquisition Acquires Aplifi.
- Acquisition Acquires Blue Frog Solutions.
- Exit Acquired by Thoma Bravo.
- Acquisition Acquires Resonant Software.
- Acquisition Acquires Laser App.
- Acquisition Acquires TCP LifeSystems.
- Acquisition Acquires AlphaTrust.
- Acquisition Acquires Bluesun.
- Exit Acquired by Roper Technologies.
- Acquisition Acquires WELIS.
- Acquisition Acquires iPipeline.
- Acquisition Acquires Origo.
Competitors of iPipeline
iPipeline has 3 listed competitors in our database, 2 of them funded. They include Atidot, Quility and Omniscience.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| atidot.com | 2015 | San Jose, United States | $5M | Machine learning analytics are delivered for insurance risk management. | ||
| quility.com | 2020 | Swannanoa, United States | 170 | Life and P&C insurances are compared through an online platform. | ||
| omniscience.com | 2000 | Palo Alto, United States | $13.71M | 4 | AI-based software suite for life insurance data management is offered. |
Detailed competitors of iPipeline
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of iPipeline
The website of iPipeline (ipipeline.com) receives about 1.5M visits a month and ranks #20,625 among all websites worldwide, #1,319 in Insurance.
- Monthly visits1.5M
▼ 9.2% vs previous month
- Unique visitors335.7K
per month
- Global rank#20,625
among all websites
- Category rank#1,319
Finance · Insurance
- Bounce rate11%
- Pages per visit12.1
- Average visit13 min 30 sec
- DevicesDesktop 81% · Mobile 19%
Websites whose visitors overlap most with iPipeline. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| winflexweb.com | 100% | #210,976 | View details | ||
nationallife.com | nationallife.com | 94% | #72,440 | – | |
mywfg.com | mywfg.com | 92% | #60,538 | – | |
| transamerica.com | 92% | 3.3M | #14,495 | View details | |
| northamericancompany.com | 92% | 275.1K | #120,499 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for iPipeline
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Insurance Technology & Support Services
3 companies that operate in the same segment as iPipeline (Insurance Technology & Support Services) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based platform for property and casualty insurance is provided. | 2001 | San Mateo, California, United States | USD 1.48 B | 226 | ||
Claims administration, loss adjusting, and benefits management services are provided. | 1969 | Memphis, Tennessee, United States | USD 2.63 M | |||
Online property and casualty insurance is provided for businesses. | 2017 | San Francisco, California, United States | USD 800 M | 699 |
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.
- 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
Related news about Ipipeline
Complete news archive for iPipeline
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about iPipeline
iPipeline was founded in 1995 and raised its 1st funding round 13 years after it was founded.
iPipeline is headquartered in Exton, United States. It is registered at Exton, Pennsylvania, United States.
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 $18M, raised on Jul 2008.
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.
iPipeline's top competitors include Quility, Atidot and Omniscience.
iPipeline offers iGO®, AFFIRM® for Annuities, DocFast®, and InsureSight®.
iPipeline has made 13 acquisitions, including Agencyworks, AlphaTrust, and Aplifi.
iPipeline has 6 investors. Key investors include Thoma Bravo, Roper Technologies, TCV, NewSpring Capital, and Fidelity Ventures.
iPipeline operates through Ipipeline, Inc..
Yes. iPipeline was acquired by Thoma Bravo in August 2015.
The website of iPipeline receives about 1.5 million visits a month and ranks #20,625 among all websites worldwide.