Allianz Life Ventures

Covr Financial Technologies, Inc. is a digitally enabled brokerage general agency that specializes in providing life, long-term care, and disability insurance solutions for financial institutions and their clients. Founded in 2016 and based in Boise, Idaho, Covr offers a range of digital platforms, including Covr Advisor for financial advisors, Covr Consumer for banks and credit unions to sell insurance online, and Covr Insights for managing in-force life insurance policies. The company serves over 24,000 financial advisors and approximately 13 million customers across 30 financial institutions, such as wealth management firms and credit unions. Covr's technology empowers financial professionals to address their clients' insurance needs effectively while facilitating direct access to products for consumers. The company has garnered the support of prominent venture capital firms and boasts an advisory board composed of notable leaders from the financial services sector.

Halo Investing, Inc. is a financial technology company based in Chicago, Illinois, that specializes in a multi-issuer platform for structured notes. Founded in 2015, the company aims to democratize access to structured notes, an investment product that provides predefined outcomes and downside protection, typically available only to ultra-high net worth individuals. Halo Investing offers a range of services, including advisory support for investment management firms, predefined investment strategies, and portfolio diversification solutions for financial advisors. Additionally, the company manages securities and portfolios for individuals, their related entities, and pension and profit-sharing plans. By developing technology that streamlines the analysis, purchase, and management of structured notes, Halo Investing enhances efficiencies for issuing banks while empowering a broader audience of investors.

Ellevest, Inc. is an investment management firm based in New York City, established in 2014, that focuses on providing tailored financial services specifically for women clients. The firm employs fundamental analysis and a top-down approach to manage diverse, client-focused portfolios across various global asset classes. Ellevest has developed a digital investment platform that incorporates a proprietary algorithm, taking into account factors such as women's salary peaks and financial goals to create customized investment plans. This approach aims to empower female investors by offering an engaging user experience and a thoughtful selection of investments, ensuring that their financial aspirations are prioritized and met effectively.

Human API is a health data platform that facilitates the connection and sharing of personal health information across various applications and devices. Founded in 2013 and headquartered in Palo Alto, California, the platform enables developers to create applications that access health data from a wide range of sources, including hospitals, electronic medical records, pharmacies, and over 300 wearable devices. Human API provides users with a single sign-on feature, allowing them to authenticate and manage their health data securely. The platform's unified data API ensures that the information is presented in a consistent format, making it easier for medical researchers and healthcare providers to utilize actionable data. This network empowers consumers to control their health data sharing, while offering businesses a streamlined approach to access fragmented data sources. Human API's services are utilized by telemedicine companies, disease management platforms, wellness organizations, and traditional healthcare facilities.

Accern Corporation, based in New York, develops a no-code web surveillance software platform that automates research and data analysis processes. Its technology is particularly beneficial in financial research, fundamental investing, coverage banking, and quantitative trading, serving a range of clients, including hedge funds, asset managers, and news media sectors. Accern's platform leverages advanced natural language processing and forecasting features to extract insights from unstructured data, thereby minimizing time to value and maximizing return on investment. The company partners with significant industry players and is recognized as a Forbes 30 Under 30 company. Accern was incorporated in 2014 and is supported by various venture capital firms.

Halo Investing, Inc. is a financial technology company based in Chicago, Illinois, that specializes in a multi-issuer platform for structured notes. Founded in 2015, the company aims to democratize access to structured notes, an investment product that provides predefined outcomes and downside protection, typically available only to ultra-high net worth individuals. Halo Investing offers a range of services, including advisory support for investment management firms, predefined investment strategies, and portfolio diversification solutions for financial advisors. Additionally, the company manages securities and portfolios for individuals, their related entities, and pension and profit-sharing plans. By developing technology that streamlines the analysis, purchase, and management of structured notes, Halo Investing enhances efficiencies for issuing banks while empowering a broader audience of investors.

Gainfully, Inc. provides an online marketing platform that includes social networking tools and a platform to license third-party applications for the financial services industry that delivers branded marketing content and campaigns to advisors and generate new business. It offers a mobile application that provides a financial network that provides advisors, brokers, and agents with access to content resources and a library of client resources for sharing, as well as allows users to market their professional brand with automated social media, send personally branded emails, subscribe to campaigns for automatic content updates, and generate leads and referrals. The company’s network also allows asset management and insurance companies to scale marketing; broker-dealers and registered investment advisors (RIAs) to empower their representatives online; and financial product distribution and marketing firms to accelerate service. The company was formerly known as AdvisorDeck, LLC. Gainfully, Inc. was incorporated in 2012 and is based in San Francisco, California with an additional office in New York, New York.

Vestwell is a digital retirement platform founded in 2016 and headquartered in New York, New York. It simplifies the offering and administration of 401(k) plans for advisors, employers, and employees by eliminating traditional challenges associated with retirement plan management. The platform features seamless plan design, automated onboarding, and streamlined administration, all while providing flexible investment strategies at competitive prices. By serving as a single point of contact, Vestwell enhances the retirement planning experience, ensuring that both plan sponsors and participants have their interests prioritized. Additionally, the platform supports registered investment advisors with automated compliance options tailored to the specific rules and regulations governing defined contributions.

Covr Financial Technologies, Inc. is a digitally enabled brokerage general agency that specializes in providing life, long-term care, and disability insurance solutions for financial institutions and their clients. Founded in 2016 and based in Boise, Idaho, Covr offers a range of digital platforms, including Covr Advisor for financial advisors, Covr Consumer for banks and credit unions to sell insurance online, and Covr Insights for managing in-force life insurance policies. The company serves over 24,000 financial advisors and approximately 13 million customers across 30 financial institutions, such as wealth management firms and credit unions. Covr's technology empowers financial professionals to address their clients' insurance needs effectively while facilitating direct access to products for consumers. The company has garnered the support of prominent venture capital firms and boasts an advisory board composed of notable leaders from the financial services sector.

Gainfully, Inc. provides an online marketing platform that includes social networking tools and a platform to license third-party applications for the financial services industry that delivers branded marketing content and campaigns to advisors and generate new business. It offers a mobile application that provides a financial network that provides advisors, brokers, and agents with access to content resources and a library of client resources for sharing, as well as allows users to market their professional brand with automated social media, send personally branded emails, subscribe to campaigns for automatic content updates, and generate leads and referrals. The company’s network also allows asset management and insurance companies to scale marketing; broker-dealers and registered investment advisors (RIAs) to empower their representatives online; and financial product distribution and marketing firms to accelerate service. The company was formerly known as AdvisorDeck, LLC. Gainfully, Inc. was incorporated in 2012 and is based in San Francisco, California with an additional office in New York, New York.

LifeYield, LLC is a financial technology company based in Boston, Massachusetts, specializing in software solutions for wealth management firms and financial advisors. The company offers the LifeYield Advantage Suite, which includes various tools designed to enhance the financial health of investors by optimizing their assets. Key components of this suite include Portfolio Advantage, Social Security Advantage, and Income Advantage, which collectively focus on maximizing returns, minimizing taxes, and coordinating all accounts within a household's portfolio. Additionally, LifeYield provides the LifeYield UMH, a user-friendly web-based tool that integrates seamlessly into existing workflows, offering features such as client household tracking, cash flow management, and comprehensive reporting. Founded in 2008, LifeYield aims to empower clients to improve their financial outcomes and achieve their retirement goals.

Blooom, Inc. is an online investment advisory firm based in Leawood, Kansas, that specializes in managing individual accounts within employer-sponsored retirement plans, such as 401(k)s and 403(b)s. Established in 2013, the company was founded by experienced financial advisors who recognized the need to provide accessible financial guidance to a broader audience, particularly those without access to traditional financial advisors. As a Registered Investment Advisor with the SEC, Blooom focuses on delivering fiduciary best practices through low-cost solutions, appropriate asset allocation, and diversification. The firm aims to assist millions of Americans who have workplace retirement accounts but may lack the expertise or desire to manage their investments independently.