Allianz Life Ventures

OneVest Corporation is a financial technology company based in New York that focuses on connecting entrepreneurs, investors, advisors, and influencers within the entrepreneurship community. The company operates 1000 Angels, an exclusive investor network that enables members to build a venture portfolio from a curated selection of high-growth and early-stage investment opportunities without incurring management fees or large capital commitments. Additionally, OneVest runs CoFoundersLab, a matchmaking service designed to connect founders with cofounders, advisors, and interns, while collaborating with startup hubs like universities and accelerator programs to foster innovation. OneVest services a diverse clientele, including accredited investors, family offices, venture funds, and corporations. Originally established as Rock The Post, Inc. in 2011, the company rebranded to OneVest Corporation in July 2014.

Ambient Intelligence operates a healthcare technology platform designed to enhance patient outcomes by collecting and analyzing patient data. Its contactless fall management system enables clinicians and administrators to monitor patients in near real-time, facilitating more informed decision-making and personalized care.

CliniSpan Health is a software platform focused on enhancing and diversifying the recruitment process for clinical trials. It aims to engage communities in clinical trial education and patient recruitment by fostering connections between organizations and potential participants. By increasing enrollment in clinical studies, CliniSpan Health supports nonprofit organizations through its socially responsible fundraising platform. This approach enables a broader and more diverse pool of participants in medical research, ultimately contributing to the improvement of healthcare outcomes.

Sip Herbals is a producer and retailer of herbal coffee substitutes based in Gresham, Oregon. The company offers autoimmune protocol-friendly flavored coffee products made from natural ingredients and free from caffeine, gluten, and sugar.

MerQube provides a cloud-native platform for designing, calculating, and disseminating financial indices at scale. Its software supports index construction across equities, futures, options, and ESG, covering approaches from market-cap weighted to risk premia, volatility, and thematic strategies. The company also offers custom calculation services and access to past performance data, helping financial professionals with index research, product development, and governance and compliance.

FLX Networks is a company that transforms engagement within the asset and wealth management sectors by providing a comprehensive resource and asset management platform. This platform integrates traditional distribution solutions with concepts from the sharing economy, creating a member-structured marketplace that facilitates access to thought leadership, investment ideas, and essential business resources. By offering education and data, FLX Networks enables asset managers to deliver their investment capabilities in a cost-effective manner. Additionally, it supports distribution professionals in achieving independence and financial freedom, fostering productivity, savings, and growth within the industry.

Covr Financial Technologies, Inc. is a digitally enabled brokerage general agency based in Boise, Idaho, founded in 2013. The company specializes in providing life, long-term care, and disability insurance solutions tailored for financial institutions, advisors, and their clients. Covr offers a suite of digital platforms, including Covr Advisor, which helps financial advisors meet their clients' insurance needs by selecting appropriate products; Covr Consumer, which allows banks and credit unions to sell life insurance directly to customers; and Covr Insights, a tool for managing and analyzing existing life insurance policies. The company serves over 24,000 financial advisors and 13 million customers across 30 financial institutions, facilitating a simplified and efficient sales process for life insurance products.

Halo Investing, Inc. is a financial technology company based in Chicago, Illinois, that operates a multi-issuer platform focused on structured notes. Founded in 2015, the company aims to democratize access to structured notes, a sophisticated investment product typically available only to ultra-high-net-worth individuals. Halo provides advisory services to investment management firms, offering predefined investment strategies, customized note calendars, and portfolio diversification solutions tailored for financial advisors. Its platform enables clients to analyze, purchase, and manage structured notes throughout their lifecycle, enhancing efficiency for both investors and issuing banks. Additionally, Halo Investing manages securities and investment portfolios for individuals, pension plans, and profit-sharing plans.

Ellevest, Inc. is an investment management firm focused on providing financial services tailored specifically for women. Founded in 2014 and based in New York City, Ellevest aims to empower female investors by offering a digital platform that incorporates proprietary algorithms to develop customized investment plans. The firm employs fundamental analysis and a top-down approach to create client-focused portfolios that span various global asset classes. Ellevest's user-friendly interface reflects its commitment to engaging women in a thoughtful and accessible investing experience, allowing clients to prioritize their financial goals and make informed decisions regarding their investments.

Human API is a health data network that facilitates the real-time sharing and viewing of health information across various platforms. Founded in 2013 and headquartered in San Mateo, California, the company connects consumers with their health data from a wide range of sources, including 90% of US hospitals, electronic medical records, pharmacies, labs, and over 300 wearable devices and wellness applications. The platform utilizes a machine learning-powered data pipeline to structure health data into a consistent format, making it accessible for medical researchers and scientists. Importantly, Human API empowers consumers by giving them full control over the sharing of their health information, while also providing companies with a streamlined method to access fragmented health data.

Accern Corporation is a technology company specializing in natural language processing (NLP) and data analysis. Founded in 2014 and based in New York, Accern offers a no-code web surveillance software platform designed to automate research processes and extract insights from unstructured data. Its comprehensive platform includes over 50,000 classification models and access to vast amounts of public data, making it suitable for various industries, including financial services and government. Accern's technology is utilized by hedge funds, asset managers, equity researchers, and news media, facilitating operational efficiency and enabling the development of industry-specific solutions. The company has garnered recognition in the technology sector, earning a spot in Gartner's 2023 Hype Cycle for Data Science and being named one of the Next Big Things in Tech by Fast Company. Accern has formed partnerships with notable organizations and has raised significant funding from prominent investors, further solidifying its position in the market.

Halo Investing, Inc. is a financial technology company based in Chicago, Illinois, that operates a multi-issuer platform focused on structured notes. Founded in 2015, the company aims to democratize access to structured notes, a sophisticated investment product typically available only to ultra-high-net-worth individuals. Halo provides advisory services to investment management firms, offering predefined investment strategies, customized note calendars, and portfolio diversification solutions tailored for financial advisors. Its platform enables clients to analyze, purchase, and manage structured notes throughout their lifecycle, enhancing efficiency for both investors and issuing banks. Additionally, Halo Investing manages securities and investment portfolios for individuals, pension plans, and profit-sharing plans.

Gainfully, Inc. is an online marketing platform designed specifically for the financial services industry. It provides tools that enable financial professionals, such as advisors and brokers, to generate new business and enhance client connections. The platform offers a mobile application that features a financial network, allowing users to access a library of resources for sharing, automate social media marketing, and send personalized emails. Additionally, Gainfully facilitates the licensing of third-party applications, delivering branded marketing content and campaigns to empower financial firms in their marketing efforts. The company's capabilities include powerful segmentation, messaging campaigns, and sales enablement tools, which help financial firms effectively reach their target audience. Established in 2012 and headquartered in San Francisco, California, Gainfully also operates an office in New York, New York.

Vestwell provides a digital retirement platform that enables employers to establish retirement plans for their employees. The platform offers automated retirement investing options that comply with applicable rules and regulations for defined contribution plans, helping advisers administer client plans with enhanced compliance and automation.

Covr Financial Technologies, Inc. is a digitally enabled brokerage general agency based in Boise, Idaho, founded in 2013. The company specializes in providing life, long-term care, and disability insurance solutions tailored for financial institutions, advisors, and their clients. Covr offers a suite of digital platforms, including Covr Advisor, which helps financial advisors meet their clients' insurance needs by selecting appropriate products; Covr Consumer, which allows banks and credit unions to sell life insurance directly to customers; and Covr Insights, a tool for managing and analyzing existing life insurance policies. The company serves over 24,000 financial advisors and 13 million customers across 30 financial institutions, facilitating a simplified and efficient sales process for life insurance products.

Gainfully, Inc. is an online marketing platform designed specifically for the financial services industry. It provides tools that enable financial professionals, such as advisors and brokers, to generate new business and enhance client connections. The platform offers a mobile application that features a financial network, allowing users to access a library of resources for sharing, automate social media marketing, and send personalized emails. Additionally, Gainfully facilitates the licensing of third-party applications, delivering branded marketing content and campaigns to empower financial firms in their marketing efforts. The company's capabilities include powerful segmentation, messaging campaigns, and sales enablement tools, which help financial firms effectively reach their target audience. Established in 2012 and headquartered in San Francisco, California, Gainfully also operates an office in New York, New York.

LifeYield, LLC is a financial technology company based in Boston that provides innovative software solutions to wealth management firms and financial advisors. Founded in 2008, LifeYield focuses on enhancing the financial health of investors by offering a comprehensive suite of tools designed to optimize asset management. Its key products include the LifeYield UMH, which integrates seamlessly into existing workflows and features tools such as the LifeYield Dashboard for client asset management, the Cash Harvester for cash flow generation, the Payment Modeler for forecasting sustainable cash withdrawals, and the Reporter for asset reporting. Additionally, the LifeYield Advantage Suite encompasses various programs aimed at maximizing social security benefits and minimizing tax liabilities, ultimately helping clients increase their income and preserve their wealth. The company has established a strategic alliance with Jackson National Life Insurance Company, further enhancing its service offerings in the financial advisory space.

Blooom, Inc. is an online investment advisory firm based in Leawood, Kansas, founded in 2013. Specializing in managing individual participant accounts in employer-sponsored retirement plans such as 401(k)s and 403(b)s, it aims to provide accessible financial advice to a broad audience. The company employs financial technology to deliver investment analysis, portfolio adjustments, and risk management strategies, catering specifically to Americans who lack access to traditional financial advisors. Blooom operates as a Registered Investment Advisor, focusing on fiduciary best practices while maintaining low fees. Its mission is to assist individuals in optimizing their retirement savings and planning for their financial future in an efficient and user-friendly manner.