About When Insurance
When Insurance is a Financial Services company based in Chicago (United States) founded in 2020. Health insurance services are provided to employees and families. It operates in the Financial Services, Technology, and Healthcare sectors. When Insurance has raised $17.25 million across 4 funding rounds from investors including BrokerTech Ventures, B Capital and TTV Capital. When Insurance offers products and services including When Platform and COBRA Management Service. Its focus areas include FinTech, Employer Insurance, Benefits Administration and InsurTech. Its legal entity is When Insurance Agency, Inc. Its competitors include Hinge Health, Accolade and Sharecare; 3 of its 3 listed competitors have raised funding.
Company details
When Insurance was founded in 2020 in Chicago, United States, as a provider in the health insurance sector. Services encompassing health and financial wellness coverage are offered to individuals and families through employer plans. A platform is maintained where employees can access benefit details and responses to common insurance queries. Continuation options under COBRA are extended to support coverage following job loss.
- Headquarters Chicago, United States
- SectorsFinancial ServicesTechnology Healthcare
- Website forwhen.com
- Social LinkedIn X Facebook
- Legal Name When Insurance Agency, Inc.
- Total Equity Funding$17.25M (USD)
in 4 rounds
- Latest Funding Round$10.2M (USD), Series A
Feb 2026
- InvestorsBrokerTech Ventures
& 9 more
Products & Services of When Insurance
When Insurance offers a comprehensive portfolio of products and services, including When Platform and COBRA Management Service.
Manages employee offboarding and provides transition resources for organizations.
Reduces healthcare costs through alternative options and compliance tools.
Funding Insights of When Insurance
When Insurance has successfully raised a total of $17.25M across 4 strategic funding rounds. The most recent funding activity was a Series A round of $10.2 million completed in February 2026. 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 $17.25M
- Total Rounds 4
- Last Round Series A — $10.2M
- First Round $2.4M
(Jun 2023)
- Investors Count 10
All 4 funding rounds of When Insurance 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 |
|---|---|---|---|---|---|
| Feb 2026 | $10.2M | Series A | – | 7wire Ventures, ManchesterStory Group | |
| Apr 2025 | $50,000 | Seed | – | – | |
| Jun 2024 | $4.6M | Seed | – | B Capital | |
| Jun 2023 | $2.4M | Seed | – | – | – |
10 investors in total: 10 institutional.
Investors in When Insurance
When Insurance has secured backing from 10 investors, including venture fund investors. Prominent investors backing the company include BrokerTech Ventures, B Capital and TTV Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Startups in the insurance sector are accelerated by BrokerTech Ventures. | brokertechventures.com | Des Moines, United States | ||
Multistage investments are directed toward technology, healthcare, and climate sectors. | b.capital | Manhattan Beach, United States | ||
Investments are made by TTV Capital in early-stage fintech companies. | ttvcapital.com | Atlanta, United States | ||
Venture capital fund focused on tech sectors | joyancepartners.com | San Francisco, United States | ||
Venture capital investing and portfolio management services for accredited investors. | av.vc | |||
A venture capital firm focused on seed stage investments. | networkventures.com | Chicago, United States | ||
Enfield Capital Partners is engaged in strategic investments across sectors. | enfieldcap.com | Lincolnwood, United States | ||
| 7wireventures.com | ||||
| manchesterstory.com | ||||
| mairsandpower.vc |
Investor details for When Insurance
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of When Insurance
8 people are tracked at When Insurance (7 in leadership, 1 in team).
| Name | Role | Group |
|---|---|---|
Andrew Hamilton | CEO And Co-founder | Leadership |
Dan Wertheimer | CSO And Co-founder | Leadership |
Patrick Koeller | CTO | Leadership |
Jeremy Leon | Head Of Product | Leadership |
Carly Keller | Director Of Client Operations | Leadership |
Jeff Bahrenburg | Executive Vice President, SF Bay Area, USI | Leadership |
Brett Cable | Chief Financial Officer | Leadership |
Kerry Fischer | Strategic Advisor | Team |
Complete people profiles for When Insurance
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
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Timeline of When Insurance
3 dated milestones of When Insurance across 6 years, from founding to its latest funding, stage changes and deals.
- Founded When Insurance is founded.
- Funding First funding round of $2.4M.
- Funding Latest funding round, Series A, of $10.2M.
Competitors of When Insurance
When Insurance has 3 listed competitors in our database, 3 of them funded. They include Hinge Health, Accolade and Sharecare.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| hingehealth.com | 2015 | San Francisco, United States | $854.44M | 1,442 | Virtual physical therapy and digital pain care solutions are provided. | |
| accolade.com | 2007 | Plymouth Meeting, United States | $228.3M | Employee health benefits are facilitated via a cloud-based platform. | ||
| sharecare.com | 2010 | Atlanta, United States | $64M | 1,988 | Health and wellness social network for employees is provided. |
Detailed competitors of When Insurance
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of When Insurance
The website of When Insurance (forwhen.com) receives about 2.5K visits a month.
- Monthly visits2.5K
▲ 383% vs previous month
Websites whose visitors overlap most with When Insurance. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| clickboarding.com | 100% | #251,936 | View details | ||
| mybenefitschannel.net | 97% | #4,194,889 | View details | ||
| educegroup.com | 97% | #3,214,477 | View details | ||
appical.com | appical.com | 91% | #1,955,856 | – | |
| talmundo.com | 84% | 6.6K | #2,571,021 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 7 similar websites and full traffic analytics for When Insurance
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 7 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Insurance & Risk Management
3 companies that operate in the same segment as When Insurance (Insurance & Risk Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | |||
Financial institution offering insurance & transaction services | 1847 | Jacksonville, United States | USD 500 M | USD 14.51 B | 23,530 | |
Integrated healthcare services and coverage are provided nationwide. | 1945 | United States |
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Related news about When Insurance
Complete news archive for When Insurance
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Frequently Asked Questions about When Insurance
When Insurance was founded in 2020 and raised its 1st funding round 3 years after it was founded.
When Insurance is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
When Insurance is a funded company, having raised a total of $17.25M across 4 funding rounds to date. The company's 1st funding round was a Seed of $2.4M, raised on Jun 2023.
When Insurance was founded in 2020 in Chicago, United States, as a provider in the health insurance sector. Services encompassing health and financial wellness coverage are offered to individuals and families through employer plans. A platform is maintained where employees can access benefit details and responses to common insurance queries. Continuation options under COBRA are extended to support coverage following job loss.
When Insurance's top competitors include Accolade, Hinge Health and Sharecare.
When Insurance offers When Platform and COBRA Management Service.
When Insurance has 10 investors. Key investors include BrokerTech Ventures, B Capital, TTV Capital, Joyance Partners, and Alumni Ventures.
When Insurance operates through When Insurance Agency, Inc..