
Tech-enabled independent registered investment advisor (RIA).

Holistic technology and business services for the top 5% of U.S. residential real estate agents

Holistic technology and business services for independent med spa providers.

Tech-enabled field marketing organization in Medicare Advantage

Holistic technology and business services platform for brokers of private charter aviation

The leading distribution infrastructure for the federally facilitated marketplace for Affordable Care Act (“Obamacare”) health plans

Tech-enabled platform for travel advisors and agencies

AI-driven software that guides individuals through workplace benefit enrollment

AI-powered provider of underwriting submission automation platforms

Digital infrastructure for the distribution of small commercial insurance across Germany
If you’re building a platform that empowers brokers, advisors, agents, business owners, or any professionals who produce their own income, we’d love to hear from you.