About ReSource Pro
ReSource Pro is a Financial Services company based in New York (United States) founded in 2003, and was acquired by Kelso & Company in December 2021. Insurance policy and claim management solutions for the insurance industry. ReSource Pro has raised $87.37 million across 1 funding round from investors including DFW Capital Partners and Kelso & Company. ReSource Pro has completed 9 acquisitions, including Helix Agency Services, Lowry & Associates and MIS Insurance Services. Its chief executive, as recorded, is Dan Epstein. Its website resourcepro.com draws about 28 thousand monthly visits. Its Indian entity Resource Pro Operational Solutions Private Limited reported revenue of ₹288 Cr. ReSource Pro offers products and services including Managed Services, Consulting, Staff Augmentation, and System Optimization. Its focus areas include FinTech, Insurance IT, Insurance Policy Solutions and Insurance Software Suite. Its competitors include Socotra and Novidea; 2 of its 2 listed competitors have raised funding.
Company details
ReSource Pro was founded in 2003 and is headquartered in New York, United States. Operations focus on the insurance sector, where a platform is offered for policy origination, servicing, claims handling, renewals, and accounting. Additional services include analytics tools, strategic advisory support, and talent development programs to assist insurance professionals.
- Headquarters New York, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website resourcepro.com
- Social LinkedIn X Facebook YouTube
- Acquired by Kelso & Company (Dec 2021)
- Legal Name Resource Pro Llc
- Date of Incorporation 07 Apr, 2015
- Indian entity revenue₹288 Cr
FY 2025 · +49% YoY
- Indian entity net profit₹28.67 Cr
FY 2025 · 10% margin
- Indian entity EBITDA₹45.71 Cr
FY 2025 · 16% margin
- Total Equity Funding$87.37M (USD)
in 1 rounds
- Latest Funding Round$87.37M (USD), Series C
Apr 2018
- InvestorsDFW Capital Partners
& 1 more
- Investments & AcquisitionsHelix Agency Services
& 8 more
- Acquired by
Associated legal entities of ReSource Pro
ReSource Pro operates through Resource Pro Operational Solutions Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Resource Pro Operational Solutions Private Limited CIN U72200KA2015FTC079707 | Active | 07 Apr 2015 | Bangalore, Karnataka | ₹288 Cr | 1,874 | 3 | View details |
Products & Services of ReSource Pro
ReSource Pro offers a comprehensive portfolio of products and services, including Managed Services, Consulting, Staff Augmentation, and System Optimization.
Provides processing and support to enhance insurance operations efficiency.
Offers advice on digital transformation and business strategies for insurers.
Extends teams with onshore and offshore experts for insurance tasks.
Automates and integrates systems to improve insurance data management.
Apps and channels of ReSource Pro
its YouTube channel ReSource Pro has 164 subscribers and 30 videos.
Videos from ReSource Pro
The most watched videos on ReSource Pro's YouTube channel, ReSource Pro (164 subscribers). Click a video to play it here.
More on ReSource Pro.
Funding Insights of ReSource Pro
ReSource Pro has successfully raised a total of $87.37M through 1 strategic funding round. The most recent funding activity was a Series C round of $87.37 million completed in April 2018. 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 $87.37M
- Total Rounds 1
- Last Round Series C — $87.37M
- First Round $87.37M
(Apr 2018)
All 1 funding rounds of ReSource Pro 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 |
|---|---|---|---|---|---|
| Apr 2018 | $87.37M | Series C | – | – | – |
2 investors in total: 2 institutional.
Investors in ReSource Pro
ReSource Pro has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include DFW Capital Partners and Kelso & Company.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Growth-driven investments are made in middle-market service companies. | dfwcapital.com | New York, United States | ||
Private equity investments are directed toward multiple sectors. | kelso.com | New York, United States |
Investor details for ReSource Pro
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
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Verified entity values are shown only after access is granted.
Board of directors of Resource Pro Operational Solutions Private Limited (ReSource Pro)
Resource Pro Operational Solutions Private Limited is the primary company behind ReSource Pro. The board of Resource Pro Operational Solutions Private Limited currently have 3 directors; the longest-serving is Manjinder Singh Sohal, appointed in 2015. 5 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Manjinder Singh Sohal DIN 07096438 | Director | 07 Apr 2015 | 11 yrs 7 mo | Resource Pro Operational Solutions Private Limited |
| Nimit Sunder Advani DIN 09012760 | Director | 29 Dec 2020 | 5 yrs 10 mo | Resource Pro Operational Solutions Private Limited |
| Shriya Joseph DIN 09569963 | Director | 13 Apr 2022 | 4 yrs 6 mo | Resource Pro Operational Solutions Private Limited |
People of ReSource Pro
164 people are tracked at ReSource Pro (35 in leadership, 1 in board & advisors, 128 in team).
| Name | Role | Group |
|---|---|---|
Dan Epstein | CEO | Leadership |
Violet Xu | COO | Leadership |
Robert Marinello | Senior Director, Partner Alliances | Leadership |
Paul Naquin | Senior Vice President & General Manager, Technology Services | Leadership |
Janet Ding | Director, Service Delivery | Leadership |
Joseph Kallarackal | Director, Software Engineering, India | Leadership |
Kimberly Decort | Director Of Operations | Leadership |
Gene Hugh | Chief Financial Officer | Leadership |
Ernie Feirer | Senior Vice President, Head Of Carrier Practice | Leadership |
Kimberley Szalkus | Vice President, Financial Planning And Analysis | Leadership |
Fatima Dean | Director, Client Development, US | Leadership |
Phoenix Wang | VP Of Operational Excellence | Leadership |
Candace Dowling | Vp, Talent | Leadership |
John Spencer | Vice President, US Operations | Leadership |
Gary Xu | Senior Director, Global Software Engineering | Leadership |
Danielle Pfeifer | Human Resources Business Partner | Leadership |
Cheryl Kusick | Vice President, Operations Advisory | Leadership |
Venita K. Schnebele | Director Carrier Market Development | Leadership |
Connie Liu | Senior Director, Revenue Operations | Leadership |
Chunliang Wang | Sr. Director Of Technology | Leadership |
144 more people are available in the full profile.
Complete people profiles for ReSource Pro
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
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- Professional contacts
Verified entity values are shown only after access is granted.
Financials of ReSource Pro
Figures of Resource Pro Operational Solutions Private Limited, the primary company behind ReSource Pro, for FY 2025. Revenue was ₹288 Cr (+49% year on year). Net profit was ₹28.67 Cr (10% margin). EBITDA was ₹45.71 Cr (16% margin). Revenue has grown at a compounded annual rate of +49% over three years and +39% over five years.
- ₹288 CrRevenue · FY 2025 · +49% YoY
- ₹28.67 CrNet profit · 10% margin
- ₹45.71 CrEBITDA · 16% margin
- ₹66.6 LakhPaid-up capital
- 1,874Employees (provident fund records)
- +49%Revenue CAGR, 3 years
- +39%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Resource Pro Operational Solutions Private Limited are on its company page.
Detailed financial statements for ReSource Pro
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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- Downloads
Verified entity values are shown only after access is granted.
Investments & Acquisitions by ReSource Pro
ReSource Pro has strategically engaged in corporate development activities, having acquired 9 companies. Notable acquisitions include Helix Agency Services, Lowry & Associates and MIS Insurance Services.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Insurance technology and business services are provided to insurers. | propellint.com | New Rochelle, United States | 0 | Jul 2025 | •••• | |
Provider of premium audit services and loss control surveys for the insurance industry | lowryinc.com | Draper, United States | 1989 | Sep 2024 | •••• | |
Managed and professional services are provided for independent insurance agencies. | helixagencyservices.com | Houston, United States | 2016 | Jan 2024 | •••• | |
Web-based and back-office services are supplied to the insurance sector. | misinservices.com | Maitland, United States | 1998 | Oct 2022 | •••• | |
Insurance-related information is provided by Spot On Insurance. | spotoninsurance.com | Puerto Rico | 2015 | Sep 2021 | •••• | |
Insurance and licensing services are provided in the United States. | ilsainc.com | Groesbeck, United States | 1997 | Sep 2021 | •••• | |
Offers consulting & advisory services for the insurance, solution providers, and InsurTech startups | strategymeetsaction.com | Boston, United States | 2009 | Jan 2021 | •••• | |
Consulting services in strategy, operations, and technology are provided. | renolan.com | Simsbury, United States | 1973 | Jan 2021 | •••• | |
Insurance risk management training services are provided to professionals. | oceanuspartners.com | Lutz, United States | 2013 | Apr 2019 | •••• |
Complete acquisition details for ReSource Pro
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 ReSource Pro
13 dated milestones of ReSource Pro across 22 years, from founding to its latest funding, stage changes and deals.
- Founded ReSource Pro is founded.
- Funding First funding round of $87.4M.
- Exit Acquired by DFW Capital Partners.
- Acquisition Acquires Oceanus Partners.
- Acquisition Acquires Strategy Meets Action.
- Acquisition Acquires The Nolan Company.
- Acquisition Acquires Spot On Insurance.
- Acquisition Acquires ReSource Pro Compliance.
- Exit Acquired by Kelso & Company.
- Acquisition Acquires MIS Insurance Services.
- Acquisition Acquires Helix Agency Services.
- Acquisition Acquires Lowry & Associates.
- Acquisition Acquires Propellint.
Competitors of ReSource Pro
ReSource Pro has 2 listed competitors in our database, 2 of them funded. They include Socotra and Novidea.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| socotra.com | 2014 | San Francisco, United States | $85.09M | 37 | Cloud-based solutions for insurance policy management and underwriting are offered. | |
| novidea.com | 2009 | Milwaukee, United States | $110M | Agency management platform for insurance brokers and agents is offered. |
Detailed competitors of ReSource Pro
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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Verified entity values are shown only after access is granted.
Web traffic of ReSource Pro
The website of ReSource Pro (resourcepro.com) receives about 27.7K visits a month.
- Monthly visits27.7K
▲ 15.9% vs previous month
Websites whose visitors overlap most with ReSource Pro. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| elixirr.com | 100% | 31.2K | #983,417 | View details | |
| exlservice.com | 77% | 255.5K | #195,456 | View details | |
| emeriocorp.com | 77% | View details | |||
afnicareers.com | afnicareers.com | 74% | #1,143,127 | – | |
jobs.assurant.com | jobs.assurant.com | 60% | #444,877 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 8 similar websites and full traffic analytics for ReSource Pro
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 8 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 ReSource Pro (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 |
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Related news about Resource Pro
Complete news archive for ReSource Pro
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Frequently Asked Questions about ReSource Pro
ReSource Pro was founded in 2003 and raised its 1st funding round 15 years after it was founded.
ReSource Pro is headquartered in New York, United States. It is registered at New York, New York, United States.
Dan Epstein is the CEO of ReSource Pro, as recorded in our data.
ReSource Pro is a funded company, having raised a total of $87.37M across 1 funding round to date. The company's 1st funding round was a Series C of $87.37M, raised on Apr 2018.
The primary company behind ReSource Pro, Resource Pro Operational Solutions Private Limited, reported revenue of ₹288 Cr for FY 2025, up 49% year on year.
ReSource Pro was founded in 2003 and is headquartered in New York, United States. Operations focus on the insurance sector, where a platform is offered for policy origination, servicing, claims handling, renewals, and accounting. Additional services include analytics tools, strategic advisory support, and talent development programs to assist insurance professionals.
ReSource Pro offers Managed Services, Consulting, Staff Augmentation, and System Optimization.
ReSource Pro has made 9 acquisitions, including Helix Agency Services, Lowry & Associates, and MIS Insurance Services.
ReSource Pro has 2 investors. Key investors include DFW Capital Partners, and Kelso & Company.
ReSource Pro operates through Resource Pro Operational Solutions Private Limited.
Yes. ReSource Pro was acquired by Kelso & Company in December 2021.