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SE2 company logo
Corporation
BUSINESS PRODUCTS & SERVICES
se2.com

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Investments

1

Partners & Customers

10

Service Providers

1

About SE2

SE2, an Eldridge Industries business based out of Topeka, Kansas, is a technology and third party administration company focused on the North American life and annuity insurance industry.

SE2 Headquarter Location

5801 Southwest 6th Avenue

Topeka, Kansas, 66636,

United States

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SE2 Web Traffic

Rank
Page Views per User (PVPU)
Page Views per Million (PVPM)
Reach per Million (RPM)
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SE2 Rank

Latest SE2 News

SE2 Appoints Michele Trogni as CEO

Apr 25, 2022

Trogni, SE2 Chairperson, to become Chief Executive Officer effective May 1 Rob Frederick, a 25+ year life, annuities, and retirement expert, joins SE2 as President and Chief Operating Officer April 25, 2022 11:30 AM Eastern Daylight Time TOPEKA, Kan.--( BUSINESS WIRE )--SE2 (the “Company”), an Eldridge business and leading life and annuity insurance technology and services company, today announced the appointment of Michele Trogni as Chief Executive Officer effective May 1, 2022. Trogni, who also retains her position as Chairperson of SE2’s Board of Directors, will lead the Company’s multi-year strategic plan focused on enhancing client service through innovative technology solutions. "I am thrilled to be taking on the role as CEO,” said Trogni. “Delivering an industry leading digital experience to our clients, that increases accessibility of life and annuity products, enables their growth strategies and delights consumers with strong data and great service is our goal. I'm looking forward to leading our business as we deliver on this exciting open insurance strategy.” “Michele’s experience and leadership has been an asset for us at Eldridge,” said Tony Minella, Co-Founder and President of Eldridge. “We are excited for Michele to expand her role at SE2 as they scale product and data capabilities, providing carriers with more efficient and cost-effective technology solutions.” Current Chief Executive, Mark Schultis, will be stepping down, and will become a senior consultant to SE2. “I want to thank Mark for his leadership and commitment to our transformation over the past two years,” said Trogni. SE2 is also announcing the appointment of Rob Frederick, a proven leader with more than 25 years in the life, annuities, and retirement industry, as President and Chief Operating Officer, reporting into Trogni. Frederick joins SE2 from LTCG, the leading independent third-party provider of technology and operational services for long term care insurers, where he was COO. He previously spent 16 years with Transamerica in several roles, including COO of Individual Savings and Retirement and more recently as President and CEO of Enterprise Business Services. “Rob’s proven operational and service excellence, along with deep experience in the life and annuity industry will be invaluable for SE2’s team and clients,” said Trogni. Trogni has operated as a global business leader in banking and financial services for more than 30 years. In addition to her role at SE2, she is currently an Operating Partner at Eldridge, engaging in investing and advisory to the fintech and insurtech sectors. Trogni was previously Executive Vice President of Consolidated Markets and Solutions for IHS Markit, where she led a portfolio of data and analytics businesses. Prior to this, Trogni spent 25 years with UBS, the global wealth management and banking firm, where her last role was Group CIO. She is also a member of the Deutsche Bank Supervisory board. About SE2: SE2, an Eldridge business, is a leader in the US life and annuities insurance technology and services industry. SE2 has a proven track record in delivering technology driven transformations for the life and annuity insurance industry. SE2 uniquely combines the maturity and peerless industry knowledge of its 125+ years of life insurance industry heritage with its end-to-end digital platform to enable the rapid launch of new and innovative products through existing as well as digital channels. SE2 currently administers nearly 2 million active policies on behalf of its 25+ clients. SE2 has over $100 billion in assets under administration and handles more than 200,000 new business applications annually. Please visit SE2 at www.SE2.com to learn more. About Eldridge: Eldridge invests in businesses across the Insurance, Asset Management, Technology, Mobility, Sports & Gaming, Media & Music, Real Estate, and Consumer landscapes. The firm seeks to build and grow businesses led by proven management teams that have demonstrated leadership and experience to scale an enterprise. Eldridge is headquartered in Greenwich, Connecticut, with additional offices in Beverly Hills, New York, and London. To learn more about Eldridge, please visit www.eldridge.com . Contacts

SE2 Investments

1 Investments

SE2 has made 1 investments. Their latest investment was in Life.io as part of their Corporate Minority on May 5, 2019.

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SE2 Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

5/21/2019

Corporate Minority

Life.io

Yes

1

Date

5/21/2019

Round

Corporate Minority

Company

Life.io

Amount

New?

Yes

Co-Investors

Sources

1

SE2 Acquisitions

2 Acquisitions

SE2 acquired 2 companies. Their latest acquisition was Breathe Life on March 28, 2022.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

3/28/2022

Other

$99M

$12.17M

Acquired

3

12/10/2020

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$99M

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10

Date

3/28/2022

12/10/2020

Investment Stage

Other

Companies

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Valuation

$99M

$99M

Total Funding

$12.17M

Note

Acquired

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Sources

3

10

SE2 Partners & Customers

10 Partners and customers

SE2 has 10 strategic partners and customers. SE2 recently partnered with Digital Asset on September 9, 2021.

Date

Type

Business Partner

Country

News Snippet

Sources

9/8/2021

Partner

United States

Digital Asset and SE2 Announce Smart Contract and Blockchain Hackathon

08 , 2021 -- Digital Asset , a software and services provider that helps enterprises build economic value through interconnected networks , today announced a six-week online hackathon , hosted in partnership with SE2 , a life and annuities insurance technology and services provider .

2

11/1/2019

Client

United States

SE2 Awarded Multi-Year Contract with Nassau Financial Group to Transform Administration of its Existing Life and Annuity Blocks of Business

SE2 , an industry leader in providing technology driven third-party administration services , announced today that it has entered into a multi-year agreement with several insurance subsidiaries of Nassau Financial Group , to convert and manage existing policies across multiple legacy systems onto SE2 's Multi-tenant SE2 digital platform .

1

10/30/2019

Client

United States

SE2 Awarded Multi-Year Contract with Nassau Financial Group to Transform Administration of its Existing Life and Annuity Blocks of Business

TOPEKA , Kan. , Oct. 30 , 2019 -- SE2 , an industry leader in providing technology driven third-party administration services , announced today that it has entered into a multi-year agreement with several insurance subsidiaries of Nassau Financial Group , to convert and manage existing policies across multiple legacy systems onto SE2 's Multi-tenant SE2 digital platform .

1

10/30/2019

Client

United States

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10

1/15/2019

Client

United States

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10

Date

9/8/2021

11/1/2019

10/30/2019

10/30/2019

1/15/2019

Type

Partner

Client

Client

Client

Client

Business Partner

Country

United States

United States

United States

United States

United States

News Snippet

Digital Asset and SE2 Announce Smart Contract and Blockchain Hackathon

08 , 2021 -- Digital Asset , a software and services provider that helps enterprises build economic value through interconnected networks , today announced a six-week online hackathon , hosted in partnership with SE2 , a life and annuities insurance technology and services provider .

SE2 Awarded Multi-Year Contract with Nassau Financial Group to Transform Administration of its Existing Life and Annuity Blocks of Business

SE2 , an industry leader in providing technology driven third-party administration services , announced today that it has entered into a multi-year agreement with several insurance subsidiaries of Nassau Financial Group , to convert and manage existing policies across multiple legacy systems onto SE2 's Multi-tenant SE2 digital platform .

SE2 Awarded Multi-Year Contract with Nassau Financial Group to Transform Administration of its Existing Life and Annuity Blocks of Business

TOPEKA , Kan. , Oct. 30 , 2019 -- SE2 , an industry leader in providing technology driven third-party administration services , announced today that it has entered into a multi-year agreement with several insurance subsidiaries of Nassau Financial Group , to convert and manage existing policies across multiple legacy systems onto SE2 's Multi-tenant SE2 digital platform .

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Sources

2

1

1

10

10

SE2 Service Providers

1 Service Provider

SE2 has 1 service provider relationship

Service Provider

Associated Rounds

Provider Type

Service Type

Acquired

Investment Bank

Financial Advisor

Service Provider

Associated Rounds

Acquired

Provider Type

Investment Bank

Service Type

Financial Advisor

Partnership data by VentureSource

SE2 Team

5 Team Members

SE2 has 5 team members, including current Chief Technology Officer, Brad Medd.

Name

Work History

Title

Status

Brad Medd

IHS Markit, FIS, Thomson Financial Ventures, GMS Technologies, Oracle, and Compuware

Chief Technology Officer

Current

Dave Keith

Chief Executive Officer

Former

Vinod Kachroo

President, Chief Operating Officer

Former

Jim Schmank

Chief Financial Officer

Former

Rex Tessendorf

Chief Financial Officer

Former

Name

Brad Medd

Dave Keith

Vinod Kachroo

Jim Schmank

Rex Tessendorf

Work History

IHS Markit, FIS, Thomson Financial Ventures, GMS Technologies, Oracle, and Compuware

Title

Chief Technology Officer

Chief Executive Officer

President, Chief Operating Officer

Chief Financial Officer

Chief Financial Officer

Status

Current

Former

Former

Former

Former

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