Ullico

Founded: 1927 • Age: 99 yrs Acquired By PHLY
Insurance and financial services are provided to unions.
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About Ullico

Ullico is a company founded in 1927 was acquired by PHLY in July 2011.. Ullico has completed 4 acquisitions, including CenTrio, Enwave Energy Corporation and Student Transportation of America. Ullico offers products and services including Fiduciary Liability Insurance, Cyber Liability Insurance, Ullico Infrastructure Fund, and Term Life Insurance. Ullico operates in a competitive market with competitors including HUB International, State Farm, Manulife, Assurant and Prudential, among others.

  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Ullico Inc.
Operational Areas
Financial Services → Insurance & Risk Management
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
    $30 M (USD), Debt – Conventional

    Dec 31, 2008

  • Investors
    PHLY

    & 1 more

  • Employee Count
    Employee Count
  • Investments & Acquisitions
    CenTrio

    & 3 more

  • Acquired by
    PHLY

    (Jul 01, 2011)

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Products & Services of Ullico

Ullico offers a comprehensive portfolio of products and services, including Fiduciary Liability Insurance, Cyber Liability Insurance, Ullico Infrastructure Fund, and Term Life Insurance. 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

Protects union leaders from dishonesty claims

Manages data breach risks for organizations

Focuses on real estate debt for job creation

Offers life coverage for individuals and groups

People of Ullico
Headcount 200-500
Employee Profiles 62
Board Members and Advisors 17
Employee Profiles
People
Darin Hardy
CFO & SVP, Ullico Inc.
People
Marc Zinsmeister
VP & Chief Information Officer, Ullico Inc.
People
Joseph R. Linehan
President, Ullico Investment Advisors
People
Joe Linehan
President, Ullico Investment Advisors, Inc.

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Board Members and Advisors
people
Demaurice F. Smith
Director
people
Timothy J. Driscoll
Board Member
people
Stuart Marshall Bloch
Board Member
people
Kenneth E. Rigmaiden
Board Member

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Funding Insights of Ullico

  • Total Funding
  • Total Rounds 1
  • Last Round Debt – Conventional — $30.0M
  • First Round

    (31 Dec 2008)

  • Investors Count 1
Date Amount Transaction Name Valuation Lead Investors Investors
Dec, 2008 Amount Debt – Conventional - Ullico Valuation

investors

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

Investors in Ullico

Ullico has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include PHLY and Patriot Roofing & Siding. 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.

All
Institutional
Investor Description Founded Year Domain Location
A family-owned business in New Jersey providing roofing and siding services.
Founded Year Domain Location
Commercial property and casualty insurance is provided nationwide.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Ullico

Ullico has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include CenTrio, Enwave Energy Corporation and Student Transportation of America. 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
Centralized cooling, heating, and power services are provided.
2021
Sustainable district energy networks are designed and implemented for communities.
1999
Student transportation services are provided via buses in North America.
1997
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 - Ullico

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

Ullico Comparisons

Employees
+
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Competitors of Ullico

Ullico 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.
domain founded_year HQ Location
Insurance and financial services are provided to individuals and businesses.
domain founded_year HQ Location
Life insurance and diversified asset management services are provided.
domain founded_year HQ Location
Homeowner, rental, vehicle, flood, and travel insurance services are provided.
domain founded_year HQ Location
Life, health, and financial insurance services are provided globally.
domain founded_year HQ Location
Provider of pension fund for the employees based out of the US
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 Ullico

Frequently Asked Questions about Ullico

When was Ullico founded?

Ullico was founded in 1927 and raised its 1st funding round 81 years after it was founded.

Who is the current CEO of Ullico?

Edward Smith is the current CEO of Ullico.

What does Ullico do?

Founded in 1927, Ullico operates as a union-owned entity within the financial services sector. A range of insurance products is offered, including union liability, cyber liability, commercial lines, disability, and healthcare reform coverage. Debt financing and investment options are also made available to support union-related needs. Operations focus on specialized financial solutions for labor organizations across the United States.

Who are the top competitors of Ullico?

Ullico's top competitors include HUB International, Unum and Assurant.

What products or services does Ullico offer?

Ullico offers Fiduciary Liability Insurance, Cyber Liability Insurance, Ullico Infrastructure Fund, and Term Life Insurance.

How many acquisitions has Ullico made?

Ullico has made 4 acquisitions, including CenTrio, Enwave Energy Corporation, and Student Transportation of America.

Who are Ullico's investors?

Ullico has 2 investors. Key investors include PHLY, and Patriot Roofing & Siding.

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