Pacific Life

Policygenius Inc. is an online insurance marketplace that provides brokerage services for various insurance products, including life, health, long-term disability, pet, and renters' insurance. Established in 2014 and headquartered in New York, the company leverages advanced technology alongside the expertise of licensed agents to assist individuals in obtaining the necessary coverage to safeguard their families, properties, and finances. Policygenius enables users to review, research, and compare insurance quotes, facilitating informed decisions and ensuring they find the right policies at competitive prices. Since its inception, Policygenius has served millions of customers, securing over $160 billion in coverage.

Micruity develops advanced APIs that enable financial institutions, such as 401(k) providers, to offer annuities to their participants. This service aims to enhance retirement income security and provide a pension-like experience for Americans.

CircleUp is a San Francisco-based company established in 2012, operating an online platform that connects early-stage consumer and retail brands with accredited investors. The platform facilitates capital raising and provides resources to these companies, enabling them to grow and scale. CircleUp's proprietary machine learning platform, Helio, evaluates and predicts the potential success of over 1.3 million consumer businesses, aiding in the discovery and selection of promising investment opportunities.

Swell is an impact investing platform that aims to deliver profit as well as purpose. We help you invest in a world with clean water, fewer diseases and renewable energy sources. We’ve created portfolios of stocks that stand to grow as our planetary needs increase, because they derive revenue directly from their impact themes. Our high-potential, high-impact themes are focused on a positive future – Clean Water, Green Tech, Renewable Energy, Disease Eradication, Healthy Living and Zero Waste. The Swell iOS app is here. Invest in impact, right now, with the new Swell app. Finally: the do-right thing, the feels-really-good thing, the best-for-your-future thing, and the mobile-investing thing are the same thing. Investing should be a beautifully simple part of your week. Staying up to date on news and topping off your IRA shouldn’t feel like a chore. Answering the question ‘What are you investing in?’ shouldn’t give you pause. Take your investing to the next level, to the beach, or to happy hour. Key Features: - Easily signup for a new investment account, including Taxable Brokerage Accounts, Traditional IRAs, Roth IRAs, & SEP IRAs - Invest, sell & review your investments in an easy-to-use interface - Learn about your investments with content that explains the purpose of each portfolio & how the companies within are contributing positively - Stay up to date with weekly market insights explaining how broad economic trends affect your portfolio With Swell you always know what you’re investing in, 100% of the time. No weapons, tobacco, or fossil fuels — ever. And at only 0.75% annually, our fees are flat & fair. If you invest $500, Swell will only cost you $3.75 per year. That’s less than a fancy coffee. With Swell, you can finally align your investments with your values.

The new term life business, which will be located in Lynchburg, Virginia, will offer a separate product suite that offers low-cost life insurance protection products to the mass market. The initial distribution will be targeted to ensure a smooth entry into the marketplace and is expected to begin operations during the fourth quarter 2016.

Cadence Capital Management is an investment management firm that offers services to institutional investors and high-net-worth individuals. The company employs a distinctive approach to investing that blends traditional active and passive management strategies. Cadence focuses on constructing portfolios centered around specific objectives or factors, referred to as Betas, which are designed to provide a durable advantage. This methodology results in portfolios that significantly differ from standard market benchmarks, potentially yielding uncorrelated returns for investors. In addition to managed account programs, the firm also provides variable annuities and mutual funds, investing across various sectors including growth stocks in micro-cap, small-cap, mid-cap, and large-cap companies.