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
*********
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Website
*********
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Social
*********
- Legal Name Relation Insurance Services
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Annual Revenue
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Net Profit
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EBITDA
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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
Employee Count
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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. 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.
Business insurance is provided to manage risks across various industries.
Employee benefits are offered to support organizational health and safety needs.
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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.
- Total Funding Total Funding
- Total Rounds 2
- Last Round Series A — $14.3M
- First Round First Round
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun, 2009 | Amount | Series A - Relation Insurance | Valuation |
investors |
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| Jun, 2007 | Amount | Seed - Relation Insurance | Valuation | Century Equity Partners |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. 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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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PE firm investing in the US
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Founded Year | Domain | Location | |
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Private equity and debt investments are directed toward financial sectors.
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Founded Year | Domain | Location | |
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BayPine is focused on private equity and digital transformation.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
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. 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.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Insurance brokerage services are provided in Newport News, United States.
|
2017 | ||||
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Provider of employee benefits, HR consulting, risk management, and personal wealth management services
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2014 | ||||
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Aviation insurance brokerage and risk management services are offered.
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2009 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
|
2017 | ||||
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Bionic investment advisor platform
|
2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Relation Insurance
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Relation Insurance Comparisons
Competitors of Relation Insurance
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Relation Insurance
When was Relation Insurance founded?
Relation Insurance was founded in 2007.
Where is Relation Insurance located?
Relation Insurance is headquartered in Walnut Creek, United States. It is registered at Walnut Creek, California, United States.
Who is the current CEO of Relation Insurance?
Joe Tatum is the current CEO of Relation Insurance.
Is Relation Insurance a funded company?
Relation Insurance is a funded company, having raised a total of $14.33M across 2 funding rounds to date.
What does Relation Insurance do?
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.
What products or services does Relation Insurance offer?
Relation Insurance offers Business Insurance and Employee Benefits.
How many acquisitions has Relation Insurance made?
Relation Insurance has made 30 acquisitions, including Bohannon Insurance Group, Earl Carney Insurance, and First Charter Company.
Who are Relation Insurance's investors?
Relation Insurance has 3 investors. Key investors include Aquiline Capital Partners, Century Equity Partners, and BayPine.