Aquiline Co-Invest II

Smart is one of the world’s fastest-growing retirement technology providers changing the face of retirement. Smart’s Technology transforms retirement savings and financial well-being for employers and employees.

Planet DDS, Inc. develops cloud-based practice management software specifically for the dental industry. Its flagship product, Denticon, provides a comprehensive solution that allows dental practices to manage various functions, including patient communication, clinical charting, and dental image management. The software enables users to access practice information through a graphical dashboard, facilitating real-time reporting and anytime, anywhere access. Additionally, Planet DDS offers outsourced business services to assist dental offices with administrative tasks, such as insurance verifications, while also ensuring data security and backup. Founded in 2003 and headquartered in Costa Mesa, California, the company serves a diverse clientele, including solo, group, and mobile dental practices across the United States.

With the Engagedly Platform, organisations can align and motivate their workforce. Features include Manager Feedback, Peer Praise, Idea Generation, Knowledge Sharing/eLearning, rewards, objectives alignment (OKR) & social performance. Engagedly is the most comprehensive tool available to drive Employee Engagement.

Five Sigma LTD. is an insurtech company based in Tel Aviv-Yafo, Israel, that specializes in developing software to automate the claims management process for insurance carriers. Founded in 2017, the company offers a cloud-based, end-to-end SaaS platform designed to enhance customer experience, reduce operational costs, and lower loss ratios. Five Sigma's data-driven claims management system enables insurers to gain valuable insights into pricing, underwriting, and risk management, thereby transforming the traditional claims handling approach.

VirtusLab is a software development and consulting company that works on web, mobile, reactive, and data processing systems. The company was founded in 2009 and is headquartered in Krakow, Malopolskie.

Beginning in 1993, Avera offered eCARE Specialty Clinic services to rural, frontier and critical access hospitals that were part of the Avera Health system. Ten years later, Avera eCARE expanded to provide eCARE ICU, the first 24-hour, on-demand service that allows staff at partner facilities to connect virtually via a video and audio call for immediate assistance from board-certified providers. In addition, Avera eCARE delivered 24/7 access to a wide range of medical specialists and referrals to specialty care for a growing number of underserved populations and communities. Then, in 2009, through a grant from The Leona M. and Harry B. Helmsley Charitable Trust, Avera eCARE launched eCARE Emergency and eCARE Pharmacy for all of Avera’s rural hospitals. Additional funding from the Helmsley Charitable Trust and other sources allowed expansion to over 200 Avera facilities across eight states and the ability to serve partners outside Avera Health. By 2012, Avera eCARE services were available for long-term care and correctional facilities. At Avera eCARE, their telemedicine professionals work together 24/7 in the eHELM, their virtual hospital hub, also created in 2012 with the assistance of the Helmsley Charitable Trust. By staffing their central facility around the clock, their partners and patients benefit from the multidisciplinary collaboration of medical specialists within their telemedicine teams 24/7/365.

For more than 40 years, law firms have relied on SurePoint's Legal Management System (LMS) to unlock higher performance and focus on their clients' needs.

Wealth at Work Limited specializes in providing financial education and employee wealth management services tailored for the workplace. Catering to a diverse clientele that includes large companies and SMEs, the firm offers a range of services encompassing pension changes, financial wellbeing initiatives, and advisory services related to retirement income and investment planning. Their offerings include financial education, online support tools, helpdesk assistance, regulated advice, and access to solutions for managing cash withdrawals. Established in 2004 and based in Liverpool, United Kingdom, Wealth at Work Limited has built a strong reputation for delivering impactful results for its clients, enhancing both financial literacy and employee wellbeing. The company rebranded from JPMorgan Invest (UK) Limited in July 2009.

PrimePay is an employee management solutions provider offering a range of integrated payroll and human resources support services. It gives small businesses time back in their day to focus on what matters most by ensuring compliance and exceptional support during the employee lifecycle. The company's service model makes it possible to reduce errors, mitigate risk, and provide customized single-source solutions designed to maximize efficiency at every stage of business growth. PrimePay was founded in 1986 and is headquartered in West Chester, Pennsylvania.

Pledg SAS offers an online expense-sharing application to instantly buy and split payments with others. It allows users to split the overall expense and informs them to make the payments. The company was founded in 2016 and is based in Saint-Pabu, France.

Pledg SAS offers an online expense-sharing application to instantly buy and split payments with others. It allows users to split the overall expense and informs them to make the payments. The company was founded in 2016 and is based in Saint-Pabu, France.

Equity Red Star is a specialist motor insurer.

National Medical Billing Services concentrates strictly on providing revenue cycle outsourcing services for ambulatory surgery centers and their affiliated surgeons. They are a national, award winning company as they have been recognized as a Best Place to Work by Modern Healthcare, Becker’s Healthcare and the St. Louis Post Dispatch. They have also been recognized as one of the top outsourcing companies in the world, in any industry, by the International Association of Outsourcing Professionals and published in Fortune Magazine.

SageView Advisory Group is a California-based investment advisory firm.

Quintes Holding B.V. is an independent insurance broker based in Culemborg, the Netherlands. Founded in 2012, the company provides financial advice to both individuals and businesses, alongside offering proxy plus services. Quintes Holding is dedicated to delivering tailored insurance solutions that meet the diverse needs of its clients.

Elm Street Technology offers a portfolio of real estate marketing and technology services companies that together provide one vendor, one point of contact, one solution fully fused into one platform to deliver a single source for new leads, client relationship management, and client retention tools for agents, teams and brokerages.

Ontellus, formerly known as Keais Records Service, LLC, is a technology-driven company that provides an online record retrieval platform for insurance and legal firms. Founded in 1975 and headquartered in Houston, Texas, with additional offices across several states, Ontellus offers various tools for records retrieval, including SmartChron, My.Ontellus, and Smartorg. The company serves a diverse clientele, including insurance carriers, self-insured corporations, and law firms throughout the United States. By leveraging advanced technology and extensive industry experience, Ontellus aims to help its clients reduce costs, facilitate informed decision-making, and expedite claims resolution, positioning itself as a leading provider in the records retrieval market.

CoAdvantage provides integrated HR solutions that includes payroll processing, benefits, compliance, and human resources administration. An outsourcing partnership with CoAdvantage provides a team of consultants and specialists to manage its users’ payroll processing, benefit administration, risk management, and employee development. From their implementation process based on Six Sigma methodology to the web and mobile technologies, their product offering makes outsourcing HR preserves its users’ time and allows them to focus on company growth. CoAdvantage is a U.S.-based company that was founded in 1997.

Relation Insurance is a premier insurance broker that offers superior risk-management and benefits-consulting services through its family of brands across the U.S. It is ranked by Insurance Journal within the top 45 largest agencies in the country by revenue and has nearly 500 employees in more than 30 locations nationwide.

ClearCourse is a new partnership of innovative technology companies providing membership software and services to groups, organisations and businesses. ClearCourse is backed by Aquiline Capital Partners, a New York and London-based private equity firm investing in financial services and technology.

Aspirion Health Resources is a tech-enabled revenue cycle management company helping hospitals navigate less common sources of health coverage. Aspirion helps hospitals and physicians recover otherwise lost claims revenue from motor vehicle accidents, workers’ compensation, the Veterans Administration, and Tricare, as well as underpayments and denials. Aspirion’s experienced team of legal professionals and claims analysts helps ensure that providers receive the revenue rightly due to them on complex claims so that hospitals and their staff can focus on patient care.

RIA in a Box LLC develops software solution for investment advisers. It offers a registration package, including broker dealer breakaway, financial planners, investment manager services, and private fund management; compliance software and consulting services that include compliance log, registration tracker, risk assessment tool, and audit preparation tool; cyber security platform, which offers security training, email phishing, and security; employee trade monitoring software; and vendor due diligence platform for review and documentation. RIA in a Box LLC was founded in 2005 and is based in New York, New York.

BitPay, Inc. is a provider of enterprise-grade bitcoin payment solutions designed for businesses and organizations. Founded in 2011 and headquartered in Alpharetta, Georgia, the company offers a range of services, including a RESTful API and a bitcoin payment gateway API, which facilitate secure payment processing. BitPay supports native payment protocols, signed payment requests, and direct payment communication, enhancing transaction efficiency. Additionally, the company offers Copay, a bitcoin wallet solution that incorporates Intel hardware security, ensuring robust protection for private key generation and transaction signing. BitPay Send is another key service, allowing organizations to pay employees, vendors, and contractors with cryptocurrency. The company also has a strategic processing partnership with Aliant Payment Systems, further expanding its payment processing capabilities.

Armour is a leader in the P&C run-off and headquartered in Bermuda. The business has multiple capabilities including the new re-insurer working with the established asset management and specialist servicing companies. It is a leading provider of capital and services to the global P&C run-off market. Armour specializes in the creation and implementation of run-off solutions, services and acquisitions within the global insurance and reinsurance market place.

OSG is a next-generation business technology partner providing integrated customer communications solutions. OSG offers comprehensive and flexible electronic billing and invoice/statement services, document printing and mailing and a suite of forward-thinking marketing solutions.

Simply Business is the largest business insurance broker in the UK, specializing in providing tailored insurance solutions for small businesses. The company offers a variety of flexible coverage options, including public liability insurance, allowing clients to compare quotes from leading insurers. Customers can conveniently purchase policies online, gaining instant access to their insurance documents. Simply Business has earned recognition for its customer service, having been named in The Sunday Times Best Companies list in 2015. The company is dedicated to assisting clients in finding the right insurance coverage to meet their specific needs.

Wellington Insurance Group, Inc., based in Fort Worth, Texas, provides a range of insurance services through its various subsidiaries. The company specializes in risk distribution, utilizing its underwriting expertise and market knowledge to focus on specialty personal lines characterized by low-severity and short-tailed risks. Additionally, Wellington offers financial services supported by partnerships with reputable organizations and regulatory bodies within the insurance and reinsurance sectors, allowing it to deliver tailored service solutions to its clients.

OmegaFi is a pioneer. Providing financial, fundraising and communication solutions for fraternities and sororities is not something they stumbled upon or copied from someone else. They invented this business in 1992. It’s the only thing they do – and they love doing it! OmegaFi is your fraternal organization's partner for long-term operational success. They help you run your chapter, house corporation, headquarters and foundation with unbeatable efficiency. Their solutions are comprehensive, customer service-focused and IT-intense. OmegaFi's powerful tools enable fraternities and sororities to more effectively bill and collect dues and rent, manage rosters and records, pay bills and employees, file tax returns, build websites, publish newsletters and other communication pieces, engage Alumni/ae, thank donors, process payments and raise money.

Fenergo is a provider of client onboarding lifecycle management software for corporate, investment and private banks. Established in 2009, its onboarding technologies span front and middle office operations to provide banking clients with an end-to-end client lifecycle management solution that includes compliance and banking process management such as: Onboarding compliance (KYC, CDD, AML, TDSI, MiFID II, FATCA, Dodd-Frank) Legal entity data management Product onboarding Collateral Management Client servicing Credit mitigants & collateral management. Its client base includes some of the world’s leading banks and prime brokerages and its solutions help them to enhance client experience through faster and efficient onboarding, improved client set-up times and a more consistent client onboarding experience. In 2012, Fenergo’s Client Onboarding Lifecycle Management solution was awarded the Good Accreditation standard for proven client satisfaction across its client base.

Engs Commercial Finance (ECF) is one of the oldest and most respected lenders to the Truck and Trailer industry. Their industry-specific vendor finance programs help dealers and manufacturers sell more equipment and their customer focus helps operators grow their fleet. While other lenders come and go, ECF has been here since 1952, consistently lending and helping their customers expand their businesses – through good times and bad. That commitment to the transportation market continues today and they are very proud to say that EFC has financed over $1 billion in Trucks, Trailers and related transportation equipment for their customers since their humble beginning. They are a financially strong and stable company. Their solid balance sheet and high liquidity profile provide you with peace of mind, knowing that your commercial finance partner is here for the long haul and dedicated to the growth of your business. Their leaders have over 100 years’ combined experience in successfully serving this industry.

Engs Commercial Finance (ECF) is one of the oldest and most respected lenders to the Truck and Trailer industry. Their industry-specific vendor finance programs help dealers and manufacturers sell more equipment and their customer focus helps operators grow their fleet. While other lenders come and go, ECF has been here since 1952, consistently lending and helping their customers expand their businesses – through good times and bad. That commitment to the transportation market continues today and they are very proud to say that EFC has financed over $1 billion in Trucks, Trailers and related transportation equipment for their customers since their humble beginning. They are a financially strong and stable company. Their solid balance sheet and high liquidity profile provide you with peace of mind, knowing that your commercial finance partner is here for the long haul and dedicated to the growth of your business. Their leaders have over 100 years’ combined experience in successfully serving this industry.

Virtus Partners, LLC provides fixed-income Collateral Administrative services and data on structured and non-structured transactions across a broad spectrum of investment vehicles, including Hedge and Private Equity funds, separate accounts, Collateralized Loan Obligations (CLOs), and Total Returns Swaps (TRS). Virtus also provides solutions for fixed-income asset managers looking to outsource their Middle Office requirements. For administrative services requiring a Trustee function, such as CLOs, Virtus has partnered with Citi Agency & Trust to offer a seamless and holistic administrative package.

LenderLive Network, Inc., doing business as LL Network and Mortgage Advisor Network, provides mortgage outsourcing solutions for single-family residential mortgage lenders and servicers in the United States. It enables lender clients to outsource mortgage origination process, including point of sale, loan processing, underwriting, lock desk management, closing, and post-closing. The company also offers outsourced services ranging from loan due-diligence and contract underwriting services to call-center-oriented technology hotline solutions. In addition, LenderLive Network provides settlement services, such as title products, closing, appraisal, flood certificates from multiple providers, and document preparation systems and solutions. Further, the company offers eOriginator, a Website that allows loan officers to take an application with pricing; and OES, a loan-processing application that performs various loan functions. Its clients include banks, credit unions, investment banks, retail lenders, wholesale lenders, mortgage conduits, specialty finance companies, REITs, and loan servicers. LenderLive Network, Inc. was founded in 1996 and is based in Glendale, Colorado.

Beach & Associates Limited is an independent reinsurance brokerage based in Toronto, Canada, specializing in providing a wide range of reinsurance products and services. Established in 1988, the company focuses on property casualty reinsurance, catering to various technical risks, including offshore energy, heavy industrial, and general liability. It offers innovative solutions such as corporate aggregate protection products, retrocessional catastrophe coverage, and parametric catastrophe insurance. Beach & Associates also provides essential services like account management, reinsurance contract management, claims handling, and premium collection. The firm is recognized for its ability to develop alternative reinsurance solutions tailored to meet the specific needs of its clients, leveraging the extensive experience of its senior management team to navigate complex and technical reinsurance requirements. As of 2018, Beach & Associates operates as a subsidiary of Acrisure, LLC.

Beach & Associates Limited is an independent reinsurance brokerage based in Toronto, Canada, specializing in providing a wide range of reinsurance products and services. Established in 1988, the company focuses on property casualty reinsurance, catering to various technical risks, including offshore energy, heavy industrial, and general liability. It offers innovative solutions such as corporate aggregate protection products, retrocessional catastrophe coverage, and parametric catastrophe insurance. Beach & Associates also provides essential services like account management, reinsurance contract management, claims handling, and premium collection. The firm is recognized for its ability to develop alternative reinsurance solutions tailored to meet the specific needs of its clients, leveraging the extensive experience of its senior management team to navigate complex and technical reinsurance requirements. As of 2018, Beach & Associates operates as a subsidiary of Acrisure, LLC.

Alacrity Solutions Group, LLC provides property and casualty claims assessment and processing services. It offers claim administration services; housing management services to assist state and local governments with emergency response and long term recovery activities; specialty staffing services; and more. Alacrity Solutions Group, LLC was formerly known as Worley Claims Services LLC and changed its name to Alacrity Solutions Group, LLC in March 2020. The company was founded in 1976 and is based in Fishers, Indiana.

Founded in 2009, Tourmalet Advisors is a Connecticut-based firm targeting equity and debt investments in properties across the United States.

Equity Insurance Group is a specialist motor insurer.

Equity Red Star is a specialist motor insurer.

First Investors Financial Services Group, Inc. is a consumer finance company based in Houston, Texas, specializing in lending to individuals with impaired credit profiles. Founded in 1988, the company originates and holds retail installment sales contracts and promissory notes receivable, which are secured by new and used automobiles and light trucks. These transactions primarily occur through factory authorized franchised dealers or via refinancing arrangements with vehicle owners. In addition to originating loans, First Investors also engages in purchasing receivables through portfolio acquisitions and from third-party originators. The company further offers third-party servicing for unaffiliated clients. Since becoming a private entity in 2012, First Investors Financial Services operates as a subsidiary of FIFS Holdings Corp.

BI-SAM Technologies S.A. provides analytics software, client reporting, and data management solutions to the investment management community. It provides functional and operational solutions; technical architecture solutions; B-One platform for data management, performance, attribution, and risk portfolio analysis, as well as automated fact sheets and institutional client reports production; and analytics suite to calculate performance measurement, equities/balanced attribution, fixed income attribution, risk attribution, and decomposition. The company also offers data management suite, an info-centre for the management of data integration, integrity, storage, extraction, data management, data repository, data mart manager, and application protocol interface Web service phases; and reporting suite to customize and diffuse report builder, report generator, report publisher, and workflow management. In addition, BI-SAM Technologies S.A. provides services, including integration interfaces, data management and controls, calculation and classification settings, customized reports, go live and stepped implementation assistance, technical and business training, and client support; professional services; and training services. Its customers include private banks, asset managers, hedge funds, and family offices. The company has strategic partnerships with Rimes, Business Objects, Altran Switzerland, Fincad, Citisoft, Investit, Bea, Oracle, Sybase, and IBM. BI-SAM Technologies S.A. was incorporated in 2000 and is based in Paris, France with additional offices in Luxemburg, Switzerland, the United Kingdom, the United States, and the Asia-Pacific.

Clear2Pay is a payments technology company that specializes in delivering secure and efficient payment processing solutions for financial institutions. Its Open Payment Framework (OPF) is designed to enhance internal payment processing while offering clients faster payment services accompanied by comprehensive information. The OPF operates on a Service-Oriented Architecture (SOA), allowing institutions to process various payment types through a centralized payments engine that leverages a library of reusable business services. By enabling the integration of new service models with existing infrastructures, Clear2Pay helps banks protect their prior investments while facilitating a gradual transition to a more modern and efficient payments environment.

TigerRisk Partners is a privately-held reinsurance broker and risk/capital management advisor with a selective list of current and prospective customers. We focus on challenging the status quo where both customers and reinsurance partners benefit from our market knowledge and innovative analytical platform. TigerRisk has attracted a team of experienced experts who assume the role of problem solver, innovator, and sophisticated financial solutions provider. The depth of our resident intellectual capital, market knowledge, and industry relationships enable us to provide unparalleled creativity and service.

Conning & Company is a privately owned investment management firm founded in 1912 and headquartered in Hartford, Connecticut, with an additional office in New York City. The firm specializes in serving insurance companies and institutional clients by managing client-focused portfolios. Conning invests across public equity and fixed income markets globally, as well as in alternative markets. Its equity investments include small cap equities, master limited partnerships, and high-dividend income equities with a focus on China. For fixed income, Conning invests in a variety of securities, including U.S. Treasury and agency bonds, investment-grade corporate bonds, and municipal bonds, as well as mortgage-backed and asset-backed securities, high-yield debt, and structured products. The firm employs fundamental analysis and utilizes in-house research to inform its investment decisions.

BinckBank is the largest independent Dutch online bank for investors. BinckBank operates as an online bank for investors and savers by offering online financial services provided by its central European IT platform. Under the new strategy ‘Redesign Binck' the company will broaden its services by developing new savings propositions alongside investing services where the customer centric experience remains crucial. BinckBank is listed on Euronext Amsterdam with offices in the Netherlands, Belgium, France, Italy and Spain.