RateFactory

Mission Viejo, United States Founded: 2014 • Age: 12 yrs Acquired By Zywave
Property and casualty insurance services are provided online.
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About RateFactory

RateFactory is a company based in Mission Viejo (United States) founded in 2014 was acquired by Zywave in June 2019.. RateFactory offers products and services including Sales Cloud, Client Cloud, Content Cloud, and Analytics Cloud. RateFactory operates in a competitive market with competitors including National General Insurance, AmTrust Financial, The Hanover Insurance Group, The Hartford and Ambac Financial Group, among others.

  • Headquarter Mission Viejo, United States
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Insurance & Risk Management
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Zywave

    (Jun 13, 2019)

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Products & Services of RateFactory

RateFactory offers a comprehensive portfolio of products and services, including Sales Cloud, Client Cloud, Content Cloud, and Analytics Cloud. 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

Streamlines insurance benefits workflows from prospecting to renewals.

Offers tools for serving clients and managing resources effectively.

Provides educational content to drive engagement in insurance services.

Delivers insights for medical plan and claims analysis in insurance.

Funding Insights of RateFactory

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 RateFactory

RateFactory has secured backing from 1 investor. Prominent investors backing the company include Zywave. 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 agency management solutions are provided for the insurance industry.
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 RateFactory

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 - RateFactory

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

Ratefactory Comparisons

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Competitors of RateFactory

RateFactory 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 National General Insurance, AmTrust Financial, The Hanover Insurance Group, The Hartford and Ambac Financial Group, 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
Property and casualty insurance is provided by National General Insurance.
domain founded_year HQ Location
Property and casualty insurance company
domain founded_year HQ Location
Insurance brokerage services are provided to various clients.
domain founded_year HQ Location
Insurance, benefits, and mutual funds are provided in financial services.
domain founded_year HQ Location
Diversified investment management services are provided to institutional clients.
domain founded_year HQ Location
Property & casualty insurance company
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 Ratefactory

Frequently Asked Questions about RateFactory

When was RateFactory founded?

RateFactory was founded in 2014.

Where is RateFactory located?

RateFactory is headquartered in Mission Viejo, United States. It is registered at Mission Viejo, California, United States.

What does RateFactory do?

RateFactory was established in 2014 in Mission Viejo, United States. Property and casualty insurance services are delivered through an internet-first approach within the insurance sector. Operations emphasize digital platforms for policy quoting, binding, and management. Coverage options are extended to various commercial and personal risks. The company maintains a focus on efficient online accessibility for clients across the United States.

Who are the top competitors of RateFactory?

RateFactory's top competitors include National General Insurance, AmTrust Financial and First American.

What products or services does RateFactory offer?

RateFactory offers Sales Cloud, Client Cloud, Content Cloud, and Analytics Cloud.

Who are RateFactory's investors?

RateFactory has 1 investor. Key investors include Zywave.

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