The Institutes

Malvern, United States
Educational programs and designations are provided for insurance professionals by The Institutes.
Request Access

About The Institutes

The Institutes is a company based in Malvern (United States). It operates as a Subscription Services, and On-Demand Services. The Institutes has completed 5 acquisitions, including CLM, Claims Pages and ErgoExpo. The Institutes offers products and services including CPCU Designation, Associate in Claims (AIC), Associate in Risk Management (ARM), and Continuing Education (CEU) Courses.

  • Headquarter Malvern, United States
  • Sectors
    Real Estate & Construction
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Real Estate & Construction → Real Estate Education, Associations & Compliance
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Investments & Acquisitions
    CLM

    & 4 more

Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • Full access to every database India & global coverage, advanced filters and rich profile details
  • Always-on access from your team account Single premium plan for everything you see on the portal

Products & Services of The Institutes

The Institutes offers a comprehensive portfolio of products and services, including CPCU Designation, Associate in Claims (AIC), Associate in Risk Management (ARM), and Continuing Education (CEU) Courses. 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

A comprehensive program for insurance leadership skills development.

Training focused on claims handling and evaluation skills.

Courses designed for strategic risk management expertise building.

On-demand courses for insurance professionals' ongoing learning needs.

People of The Institutes
Headcount 50-200
Employee Profiles 5
Employee Profiles
People
Brendan Brady
Sales Account Executive
People
Eric Czerwin
Director Of Sales
People
James Basilone
Regional Sales Account Executive
People
Michael Conroy
Account Executive

Unlock access to complete

Teams

Unlock access to complete

Funding Insights of The Institutes

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

Investments & Acquisitions by The Institutes

The Institutes has strategically engaged in corporate development activities, having acquired 5 companies. Notable acquisitions include CLM, Claims Pages and ErgoExpo. 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.

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
Acquisitions
Company Name Description Domain Location Founded Year Amount
Event management services are provided from Las Vegas since 2008.
2008
Litigation management services are provided to legal professionals.
2007
Networking events for workers' compensation professionals are organized annually.
1999
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - The Institutes

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

The Institutes Comparisons

Employees
+
Add Comparison
Available on Premium

Competitors of The Institutes

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 The Institutes

Frequently Asked Questions about The Institutes

Where is The Institutes located?

The Institutes is headquartered in Malvern, United States. It is registered at Malvern, Pennsylvania, United States.

What does The Institutes do?

Educational support and resources are offered by The Institutes to professionals in risk management and insurance. Tailored knowledge solutions are provided, including designation programs like CPCU, online courses, certificate programs, and continuing education opportunities. Focus areas such as claims, underwriting, and risk management are covered to support career development across various experience levels. Research and professional development are emphasized to help learners serve the public effectively within the insurance sector.

What products or services does The Institutes offer?

The Institutes offers CPCU Designation, Associate in Claims (AIC), Associate in Risk Management (ARM), and Continuing Education (CEU) Courses.

How many acquisitions has The Institutes made?

The Institutes has made 5 acquisitions, including CLM, Claims Pages, and ErgoExpo.

Explore millions of companies — effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals — all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available