About Southlake Financial Holdings
Southlake Financial Holdings is a company based in West Lake Hills (United States) founded in 2021 by Yogesh Kumar. It operates as a B2B. Southlake Financial Holdings has completed 1 acquisition, including Nevada General Insurance Company. Southlake Financial Holdings offers products and services including New Program Formation, Underwriting Customization, Claims Management, and Reinsurance Sourcing. Southlake Financial Holdings operates in a competitive market with competitors including HUB International, State Farm, Manulife, Assurant and Prudential, among others.
- Headquarter West Lake Hills, United States
- Founders Yogesh Kumar
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Sectors
Financial Services
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Email
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Phone
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Website
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
Employee Count
- Investments & Acquisitions
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Products & Services of Southlake Financial Holdings
Southlake Financial Holdings offers a comprehensive portfolio of products and services, including New Program Formation, Underwriting Customization, Claims Management, and Reinsurance Sourcing. 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.
Assists in setting up new insurance programs for partners.
Provides tailored underwriting solutions for business needs.
Handles claims processes to ensure efficient resolutions.
Sources and contracts reinsurance to mitigate risks.
Funding Insights of Southlake Financial Holdings
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| 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 |
Investments & Acquisitions by Southlake Financial Holdings
Southlake Financial Holdings has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Nevada General Insurance 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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Auto and motorcycle insurance services are provided.
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1994 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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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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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Southlake Financial Holdings
| 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 |
Southlake Financial Holdings Comparisons
Competitors of Southlake Financial Holdings
Southlake Financial Holdings 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 HUB International, State Farm, Manulife, Assurant and Prudential, 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 |
Investment advisory, insurance distribution, and risk management services are provided.
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| domain | founded_year | HQ Location |
Insurance and financial services are provided to individuals and businesses.
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| domain | founded_year | HQ Location |
Life insurance and diversified asset management services are provided.
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| domain | founded_year | HQ Location |
Homeowner, rental, vehicle, flood, and travel insurance services are provided.
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| domain | founded_year | HQ Location |
Life, health, and financial insurance services are provided globally.
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| domain | founded_year | HQ Location |
Provider of pension fund for the employees based out of the US
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| Company Name | Domain | Founded year | HQ Location | Description |
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| 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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Latest news on Southlake Financial Holdings
Frequently Asked Questions about Southlake Financial Holdings
When was Southlake Financial Holdings founded?
Southlake Financial Holdings was founded in 2021.
Where is Southlake Financial Holdings located?
Southlake Financial Holdings is headquartered in West Lake Hills, United States. It is registered at West Lake Hills, Texas, United States.
Who is the current CEO of Southlake Financial Holdings?
Yogesh Kumar is the current CEO of Southlake Financial Holdings. They have also founded this company.
What does Southlake Financial Holdings do?
SouthLake Financial Holdings partners with managing general agents to deliver insurance services, including new program formation, underwriting customization, claims management, and reinsurance sourcing. They focus on providing competitive markets and efficient operations to support business growth. Located in Westlake, Texas, USA, they aim to maintain long-lasting relationships with clients in the insurance industry through standardized processes and flexibility in a fast-paced market.
Who are the top competitors of Southlake Financial Holdings?
Southlake Financial Holdings's top competitors include HUB International, Unum and Assurant.
What products or services does Southlake Financial Holdings offer?
Southlake Financial Holdings offers New Program Formation, Underwriting Customization, Claims Management, and Reinsurance Sourcing.
How many acquisitions has Southlake Financial Holdings made?
Southlake Financial Holdings has made 1 acquisition, including Nevada General Insurance Company.