Gracie Point
Private Equity Round in 2025
Gracie Point is a boutique specialty finance company that provides premium financing solutions for life insurance, including financing for single-life, multi-life, new business, and in-force policies, as well as renewal-commissions lending programs. It serves high net-worth individuals and institutional clients by shaping leveraged life insurance strategies through access to multiple capital sources, including bank lending and proprietary capital-market products. Headquartered in New York, Gracie Point distributes its loan programs through a network of premium finance brokers, career agencies, BGAs, and premium finance boutiques in the United States.
Earned Wealth
Series A in 2024
Earned Wealth is a specialized wealth management platform dedicated to serving the financial needs of doctors. It offers personalized financial planning, investment strategies, tax planning, career advisory services, insurance solutions, debt management assistance, and trust and estate services. The company's mission is to help doctors optimize their wealth potential and achieve their financial goals through a comprehensive and tailored approach.
Earned Wealth
Series A in 2023
Earned Wealth is a specialized wealth management platform dedicated to serving the financial needs of doctors. It offers personalized financial planning, investment strategies, tax planning, career advisory services, insurance solutions, debt management assistance, and trust and estate services. The company's mission is to help doctors optimize their wealth potential and achieve their financial goals through a comprehensive and tailored approach.
Dayforward
Series A in 2020
Dayforward is a life insurance platform that provides financial security for families by offering policies that protect income until children reach adulthood and enables online purchase of personalized coverage. The platform focuses on ensuring continued income for beneficiaries in the event of the policyholder's death, helping families maintain their lifestyle with tailored protection.
Ladder is a digital life insurance company founded in 2015. It offers flexible term coverage up to $8M across all U.S. states, with an all-digital application process and real-time underwriting, aiming to make life insurance more accessible and affordable.
Gracie Point
Funding Round in 2020
Gracie Point is a boutique specialty finance company that provides premium financing solutions for life insurance, including financing for single-life, multi-life, new business, and in-force policies, as well as renewal-commissions lending programs. It serves high net-worth individuals and institutional clients by shaping leveraged life insurance strategies through access to multiple capital sources, including bank lending and proprietary capital-market products. Headquartered in New York, Gracie Point distributes its loan programs through a network of premium finance brokers, career agencies, BGAs, and premium finance boutiques in the United States.