Western & Southern Financial Group

Established in 1888, Western & Southern Financial Group is a Cincinnati-based insurance company offering consumer and business financial services. Its product suite includes life insurance, accident insurance, fixed, variable, and income annuities, and mutual funds.

James Vance

Senior Vice President and President, W&S Ventures LLC

7 past transactions

80 Acres Farms

Venture Round in 2025
Founded in 2015, 80 Acres Farms specializes in year-round indoor farming of fresh, locally-grown produce. Utilizing advanced technology and analytics, the company grows a variety of pesticide-free fruits and vegetables with extended shelf life, serving national grocers, retailers, restaurants, and foodservice companies.

Micruity

Venture Round in 2024
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.

Afficiency

Series A in 2022
Founded in 2018, Afficiency is a New York-based insuretech company that develops digital life insurance solutions. Its platform enables insurance carriers and distributors to rapidly digitize and distribute new products via API, with all policies underwritten and issued digitally within seconds.

Micruity

Seed Round in 2022
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.

Fabric Technologies

Acquisition in 2022
Fabric Technologies, Inc. is a Brooklyn-based company that specializes in providing life insurance solutions aimed at helping families secure their financial future. Founded in 2015, Fabric simplifies the process of obtaining affordable term life insurance, while also offering essential services such as a last will and testament and tools for organizing family finances. The company’s life insurance application facilitates the approval of qualified applicants, and its online resources assist spouses and partners in managing vital financial accounts and policy information. Additionally, through its subsidiary, Fabric Insurance Agency, LLC, the company delivers comprehensive insurance agency services.

Coterie Insurance

Series A in 2020
Coterie Insurance is an InsurTech company that focuses on simplifying commercial insurance for small businesses through an API-based platform. By leveraging data-driven automation, Coterie delivers accurate pricing and streamlines the submission-to-bind process, allowing clients to obtain quick and reliable coverage. The company's innovative technology not only enhances the efficiency of the insurance experience but also alleviates the complexities associated with managing insurance audits. Through its commitment to data-backed underwriting, Coterie aims to remove unwanted risks for businesses, ultimately saving clients time and reducing stress in their insurance management.

Pieridae Energy

Post in 2018
Pieridae Energy focuses on exploring, extracting, and processing natural gas and natural gas liquids. They supply energy while supporting environmental sustainability and transition to a lower-carbon economy.
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