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Proformex logo — Proformex transforms hard-to-get annuity and life insurance...

Proformex

Proformex transforms hard-to-get annuity and life insurance data into actionable insights to power better outcomes.

Founded 2016 United States Cleveland, United States 33 employees Private Equity Total: $3.60M Fintech, Insurance +1

General Information

Company Name Proformex
Founded Year 2016
Location United States Cleveland, United States
Employees 33
Industries Fintech, Insurance, Insurtech
Funding Stage Private Equity
Social

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About Proformex

Proformex is a Fintech startup founded in 2016, headquartered in the United States. The company's slogan, "Transforming how the world services life insurance and annuities," reflects its core mission. Proformex offers a data and technology platform tailored for financial professionals and institutions to efficiently manage life insurance and annuity assets. The platform leverages deep data and technology expertise to provide customers with critical information, enabling them to make better, data-driven decisions. Proformex equips financial professionals with the necessary technology tools to proactively manage life insurance and annuities, ultimately enhancing value for their clients. The company recently received a Private Equity Round investment on 03 October 2022, with Atlas Merchant Capital participating as the investors. Proformex’s focus on utilizing innovative technology to streamline and enhance the management of life insurance and annuity assets positions it favorably in the evolving Insurtech landscape. With a strong value proposition and the backing of notable investors, Proformex is poised to continue making significant strides in reshaping the life insurance and annuities sector.

Business keywords: data and technology platform, financial professionals, life insurance, annuities, data-driven decisions, technology tools, proactive management, financial institutions, critical information, value enhancement

Funding Rounds & Investors (3)

View All
Funding Stage Amount Investors Lead Investors Date
Private Equity Round Undisclosed 1
Atlas Merchant Capital
Atlas Merchant Capital
03 Oct 2022
Seed Round $500.00K -
31 Jan 2020
Seed Round $3.10M -
04 Oct 2018

Proformex Alternatives & Competitors

View All Alternatives
Proformex vs
Covr Financial Technologies
Covr Financial Technologies United States

Simplifying the way insurance is purchased for financial institutions, their advisors and their clie...

Series B
98 employees
Financial Services, Fintech
Compare Proformex vs Covr Financial Technologies
Proformex vs
Atidot
Atidot United States

Data-Driven Strategic Platform for Life Insurers, powered by AI and Predictive Analytics

Non Equity Assistance
22 employees
AI, Finance
Compare Proformex vs Atidot
Proformex vs
Surround Insurance
Surround Insurance United States

Helping consumers navigate the uncertainty of life with smarter insurance.

Seed
11 employees
Financial Services, Fintech
View all alternatives

FAQ About Proformex

Proformex transforms hard-to-get annuity and life insurance data into actionable insights to power better outcomes.
Proformex was founded in 2016.
Proformex is headquartered in Cleveland, United States.
Proformex operates in Fintech, Insurance and Insurtech. Its work centres on data and technology platform, financial professionals, life insurance and annuities.
Proformex has approximately 33 employees.
Proformex has completed 3 funding rounds, raising a total of $3.60M. The latest funding stage is Private Equity.
Top alternatives and competitors to Proformex include Covr Financial Technologies, Atidot, Surround Insurance, Accelerant, FamilyBiz. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Proformex and Covr Financial Technologies are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Proformex, https://www.bouncewatch.com/company/proformex, updated 30 December 2024. When citing, please name BounceWatch and link this page.

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