Allianz Life Ventures

Covr Financial Technologies, Inc. operates as a digital brokerage general agency, providing life, long-term care, and disability insurance solutions tailored for financial institutions, their advisors, and clients. The company's offerings include the Covr Advisor platform, which enables financial advisors to efficiently meet their clients' insurance needs by selecting appropriate products, and the Covr Consumer platform that allows banks and credit unions to sell insurance directly to customers online. Additionally, Covr Insights assists in managing and analyzing existing life insurance policies. Founded in 2013 and based in Boise, Idaho, Covr serves over 24,000 financial advisors and 13 million customers across various financial institutions, including wealth management firms, banks, and credit unions. The company is supported by notable venture capital investors and features an advisory board that includes prominent figures from the financial services industry.

Halo Investing is a financial technology startup that provides an independent multi-issuer platform focused on an investment product known as Structured Notes. Structured Notes are a pre-defined outcome investment product offering downside protection, previously only available to the ultra-high net worth. Halo is empowering and democratizing access to the product by building technology to analyze, purchase, and manage the full lifecycle of the product while building efficiencies for issuing banks.

Ellevest provides an engaging investing experience to help women meet their financial goals in life. Ellevest offers a modern, engaging user experience. The same care, thoughtfulness, and attention to detail that is reflected in its beautiful, easy-to-use interface are applied to the construction of its portfolios, its selection of investments, and the development of the algorithms that drive its forecasts and recommendations.

Human API is a real-time health data network that gives consumers a simple way to view and share their health data from everywhere - regardless of how or where that data was collected, processed, or stored. The company provides a single, secure connection to data from 90% of US hospitals, electronic medical records, pharmacies, and labs, along with 300+ wearable devices and wellness apps. Consumers are in full control of what companies they share their health data with, and companies have one easy way to access fragmented health data sources. It was founded in 2013 and is based in San Mateo, California.

Accern is the leading NLP company empowering enterprises to develop industry-specific solutions. Offering a comprehensive NLP platform, models, data, and chat tailored for multiple industries, the company accelerates time-to-value for leading organizations across Financial Services, Government, and beyond. With a streamlined no-code workflow complemented by pre-built taxonomies, over 50,000 classification models, and access to billions of rows of public data, Accern is revolutionizing operational efficiency across the global workforce. Accern's remarkable achievements have earned it a notable position in Gartner®'s 2023 Hype Cycle™ for Data Science, Machine Learning, and Emerging Technologies in Banking, as well as recognition by Fast Company as one of the Next Big Things in Tech. Trusted by elite data teams from global leaders like Capgemini, UniCredit, Interactive Brokers, Mizuho Bank, and Standard Bank, Accern facilitates the building and deployment of NLP solutions at scale. Headquartered in New York, NY, Accern is honored to be recognized as a Forbes 30 Under 30 company. The company has raised $40M from esteemed institutional investors including Fusion Fund, Tribe Capital, Shasta Ventures, Allianz Strategic Ventures, Mighty Capital, and many others. For more information about Accern, please visit www.accern.com.

Halo Investing is a financial technology startup that provides an independent multi-issuer platform focused on an investment product known as Structured Notes. Structured Notes are a pre-defined outcome investment product offering downside protection, previously only available to the ultra-high net worth. Halo is empowering and democratizing access to the product by building technology to analyze, purchase, and manage the full lifecycle of the product while building efficiencies for issuing banks.

Vestwell develops a digital savings platform to create a retirement plan for employees. It offers automated retirement investing options for RIAs depending on the rules and regulations and other defined contributions to companies and their employees to help advisers engage with their clients with compliance and automation.

Covr Financial Technologies, Inc. operates as a digital brokerage general agency, providing life, long-term care, and disability insurance solutions tailored for financial institutions, their advisors, and clients. The company's offerings include the Covr Advisor platform, which enables financial advisors to efficiently meet their clients' insurance needs by selecting appropriate products, and the Covr Consumer platform that allows banks and credit unions to sell insurance directly to customers online. Additionally, Covr Insights assists in managing and analyzing existing life insurance policies. Founded in 2013 and based in Boise, Idaho, Covr serves over 24,000 financial advisors and 13 million customers across various financial institutions, including wealth management firms, banks, and credit unions. The company is supported by notable venture capital investors and features an advisory board that includes prominent figures from the financial services industry.

LifeYield is a software company that helps forward-thinking financial firms, advisors, and investors make more and keep more money. LifeYield's software takes a comprehensive view of investors'​ assets and provides simple tools to help improve their financial health. The company does so through the LifeYield Advantage Suite™ of asset optimizing software programs including Portfolio Advantage, Social Security Advantage, and Income Advantage. Based in Boston and founded by acclaimed finance, technology, and industry experts, LifeYield is passionate about helping people live the retirement of their dreams.

Founded by several Financial Advisors that had spent 15 years managing money for very wealthy clients, blooom has become of the nation’s fastest growing robo-advisors with a specific focus on helping any American with a workplace retirement account like a 401k or 403b. Blooom is a Registered Investment Advisor with the SEC, and aims to scale fiduciary best practices on low fees, and appropriate asset allocation and diversification, to millions of Americans who have workplace retirement accounts, yet no access to a financial advisor and no desire to "DIY it."