About Relation Insurance
Relation Insurance is a company based in Walnut Creek (United States) founded in 2007 was acquired by BayPine in February 2026. Relation Insurance has raised $14.33 million across 2 funding rounds from investors including Aquiline Capital Partners, Century Equity Partners and BayPine. Relation Insurance has completed 30 acquisitions, including Bohannon Insurance Group, Earl Carney Insurance and First Charter Company. Relation Insurance offers products and services including Business Insurance and Employee Benefits.
- Headquarter Walnut Creek, United States
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Sectors
Financial Services
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Phone
Locked
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Website
Locked
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Social
Locked
- Legal Name Relation Insurance Services
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$14.33 M (USD)
in 2 rounds
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Latest Funding Round
$14.33 M (USD), Series A
Jun 30, 2009
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Investors
Aquiline Capital Partners
& 2 more
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Employee Count
Not available
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Investments & Acquisitions
Bohannon Insurance Group
& 29 more
- Acquired by
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Products & Services of Relation Insurance
Relation Insurance offers a comprehensive portfolio of products and services, including Business Insurance and Employee Benefits.
Business insurance is provided to manage risks across various industries.
Employee benefits are offered to support organizational health and safety needs.
People of Relation Insurance
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Leadership Team
48 people
Software Development Team
25 people
Operations Team
11 people
Sales and Marketing
9 people
Human Resources and Administration
8 people
Senior Team
7 people
Risk Team
6 people
Legal and Compliance
5 people
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Funding Insights of Relation Insurance
Relation Insurance has successfully raised a total of $14.33M across 2 strategic funding rounds. The most recent funding activity was a Series A round of $14.33 million completed in June 2009. 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.
Investors in Relation Insurance
Relation Insurance has secured backing from 3 investors, including venture fund investors. Prominent investors backing the company include Aquiline Capital Partners, Century Equity Partners and BayPine.
| Investor | Description | Founded Year | Domain | Location |
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PE firm investing in the US
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Locked | Locked | Locked | |
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Private equity and debt investments are directed toward financial sectors.
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Locked | Locked | Locked | |
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BayPine is focused on private equity and digital transformation.
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Locked | Locked | Locked |
Investor details for Relation Insurance
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Investments & Acquisitions by Relation Insurance
Relation Insurance has strategically engaged in corporate development activities, having acquired 30 companies. Notable acquisitions include Bohannon Insurance Group, Earl Carney Insurance and First Charter Company.
Investment portfolio details for Relation Insurance
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
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| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Insurance brokerage services are provided in Newport News, United States.
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Locked | Locked | 2017 | Locked | |
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Provider of employee benefits, HR consulting, risk management, and personal wealth management services
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Locked | Locked | 2014 | Locked | |
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Aviation insurance brokerage and risk management services are offered.
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Locked | Locked | 2009 | Locked |
Complete acquisition details for Relation Insurance
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Financial Statements - Relation Insurance
Detailed financials for Relation Insurance
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
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Relation Insurance Comparisons
Peer comparison for Relation Insurance
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Competitors of Relation Insurance
Detailed competitors of Relation Insurance
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Latest news on Relation Insurance
Complete news archive for Relation Insurance
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Frequently Asked Questions about Relation Insurance
Relation Insurance was founded in 2007.
Relation Insurance is headquartered in Walnut Creek, United States. It is registered at Walnut Creek, California, United States.
Joe Tatum is the current CEO of Relation Insurance.
Relation Insurance is a funded company, having raised a total of $14.33M across 2 funding rounds to date.
Relation Insurance was established in 2007 and is based in Walnut Creek, United States. Operations center on the insurance sector, where brokerage services are delivered to clients seeking coverage options. Expertise in risk management and policy placement is utilized across various industries. The company is led by CEO Joe Tatum and Director Dee Lasher, with activities spanning national markets to support business and personal insurance needs.
Relation Insurance offers Business Insurance and Employee Benefits.
Relation Insurance has made 30 acquisitions, including Bohannon Insurance Group, Earl Carney Insurance, and First Charter Company.
Relation Insurance has 3 investors. Key investors include Aquiline Capital Partners, Century Equity Partners, and BayPine.