Finaeo has created a front-end software platform for insurance advisors that helps with repetitive tasks, such as auto-filling applications. It also offers real-time application submission, adjudication, and application status of insurance claims.
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Finaeo's Products & Differentiators
A multi-carrier marketplace paired with a client management system to enable life insurance brokers with a prospect-to-policy workflow
Expert Collections containing Finaeo
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
Finaeo is included in 3 Expert Collections, including Insurtech.
Companies and startups that use of technology to improve core and ancillary insurance operations. Companies in this collection are creating new product architectures, improving underwriting models, accelerating claims and creating a better customer experience
Excludes US-based companies
Latest Finaeo News
Sep 1, 2022
Both companies are staying mum on the number of employees cut. The post Thoughtwire, Finaeo make staff cuts as Canadian tech continues to face economic headwinds first appeared on BetaKit.
Finaeo Frequently Asked Questions (FAQ)
When was Finaeo founded?
Finaeo was founded in 2017.
Where is Finaeo's headquarters?
Finaeo's headquarters is located at 1087 Queen Street West, Toronto.
What is Finaeo's latest funding round?
Finaeo's latest funding round is Incubator/Accelerator - II.
How much did Finaeo raise?
Finaeo raised a total of $5.77M.
Who are the investors of Finaeo?
Investors of Finaeo include MassChallenge, OnRamp Insurance Accelerator, RGAx, Luge Capital, Rising Tide Fund and 8 more.
Who are Finaeo's competitors?
Competitors of Finaeo include Lisa Insurtech and 1 more.
What products does Finaeo offer?
Finaeo's products include Broker Experience and 3 more.
Compare Finaeo to Competitors
RightCapital, founded in 2015, is a developer of financial planning software that advisors can use to simplify the financial planning experience for clients.
LifeYield is a maker of software that helps users reduce the taxes they pay on investments.
Smart Pension is building an advanced technology pension platform that makes auto-enrollment affordable, accessible, and sustainable for thousands of small business founders and advisers. The company's Adviser Platform has been designed for accountants, bookkeepers, payroll bureaus and payroll software providers, HR, independent financial advisers, and other advisers to manage a portfolio of clients through auto-enrollment. The company was founded in 2014 and is based in London, England.
ForUsAll offers a platform that enables employers to provide a modern 401(k) plan to employees with access to crypto, financial wellness benefits, and low fees. The platform provides features such as direct investment into a range of cryptocurrency tokens, automated plan administration, auto-reconciling payroll integration, tracking and enrolling of eligible employees, and actionable financial insights. The company was founded in 2012 and is based in San Carlos, California.
Xempus is a provider of corporate pension technology. Its Software-as-a-Service platform provides a shared service interface between pension product providers, insurance agents, companies, and employees to create new and manage existing pension policies. The company was formerly known as xbAV. It was founded in 2007 and is based in Munich, Germany.
Income Lab is a Denver-based retirement income planning and management platform that leverages data science and research to improve retirement income planning. The company was founded in 2018 and is based in Golden, Colorado.
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