Sun Life Financial

LevelUp Kids provide services that empower families and create pathways for low-income kids to succeed.

Dental Connections is a healthcare provider specializing in comprehensive dental care and preventive services. The organization operates both a main clinic and a mobile clinic, ensuring access to dental treatments for individuals of all ages and various insurance plans. By focusing on community needs, Dental Connections aims to deliver extensive dental services that promote oral health and well-being.

VIM is a health care center that offers chronic illness care, mental health assessment, and womens health care services.

WV Health Right provides free medical care, pharmaceutical, behavioral health guidance, and health to uninsured/underinsured people.

Tulsa Youth Works began in 2008, led by two children who created a summer camp in North Tulsa.

Limbs for Life Foundation is a global nonprofit organization dedicated to providing fully-functional prosthetic care for individuals who cannot afford it. It raises awareness of the challenges facing amputees. Any of these amputees will be unable to afford proper prosthetic care. Their donation helps fund limbs for amputees in need. Limbs for Life is the financial bridge for these amputees.

Anchor is England's largest not-for-profit organization dedicated to providing housing and care for individuals aged 55 and over. Serving more than 35,000 older people, Anchor focuses on creating a variety of living options that prioritize the safety and well-being of residents. The organization offers specialized housing and tailored care services, including residential and dementia care, across 660 locations. By reinvesting its earnings into its facilities, Anchor ensures that clients have access to high-quality care and amenities. The organization fosters an environment of respect and openness, emphasizing the importance of treating both colleagues and residents as individuals.

Pillway uses artificial intelligence to offer a personalized pharmacy experience for patients who take multiple medications a day.

Camp Surefire mission of the Camp Surefire Foundation is to support and manage Camp Surefire, Rhode Island’s only camp for children with type I diabetes; to create a community of learning about diabetes between campers and their peers, counselors, and medical staff; and to promote the development of life-long skills and relationships which will minimize the impact of diabetes on participants’ lives.

Iowa City Free Medical and Dental Clinic is a non-profit offering medical, dental, and specialty care to people not having access to care.

T2 Fitness Foundation offers personal training online and in-studio.

Chicago Commons provides elder care services. They offer services that include wheelchair-accessible transportation, nutritious meals, physical exercise, range of motion activities, recreational, social activities, health monitoring, and personal care.

CompuRecycling Center, Incorporated (CRC), with a deliberate focus on racial equity advancement, has fully invested in the youth by acting as a change agent to enhance the health, educational outcomes, financial stability, and general well-being of its communities and individuals.

Bright Beginnings is a non-profit organization that provides therapeutic services, workforce development, and family services.

Dialogue Health Technologies operates a comprehensive virtual care platform that provides employee wellness and health solutions for Canadian employers. Founded in 2016 and based in Montreal, the company offers a variety of services aimed at enhancing employee engagement and health. Its platform allows employees to interact with healthcare professionals, including nurses and doctors, for support in physical and mental health. Additionally, the platform facilitates care navigation, medication delivery, and referrals to specialists. By empowering employees to take charge of their health, Dialogue Health Technologies helps businesses create a healthier workforce, leading to increased productivity and overall employee satisfaction.

Advisors Asset Management, Inc. is an employee-owned investment management firm based in Monument, Colorado, with additional offices across the United States. Founded in 1979, the company specializes in providing investment management services primarily to investment companies, as well as individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, corporations, broker-dealers, insurance companies, and other investment advisors. The firm manages client-focused equity and fixed income portfolios, along with mutual funds, investing in public equity and fixed income markets. Its equity investments focus on value stocks of mid-cap and large-cap companies, while fixed income portfolios include municipal securities, below investment grade bonds, and high-rated treasury and corporate issues. Advisors Asset Management employs both fundamental and quantitative analysis to guide its investment decisions and benchmarks its portfolio performance against various established indices. The firm fosters lasting partnerships with its clients, emphasizing trust and leveraging its market insights to provide effective financial guidance.

Bowtie Life Insurance Company Limited is a virtual insurer established in 2017 and headquartered in Kwun Tong, Hong Kong. As an authorized entity, it adheres to the rigorous standards set by the Insurance Authority, comparable to those of traditional insurance companies. Bowtie specializes in providing life and medical insurance plans, notably offering commission-free health insurance products under the Voluntary Health Insurance Scheme (VHIS). It is supported by reputable investors, including Sun Life, enhancing its credibility in the market. The company's focus on a digital platform allows it to deliver efficient and accessible insurance solutions to its customers.

DentaQuest Group, Inc. is a dental benefits administration and management company based in Boston, Massachusetts, founded in 2001. It provides comprehensive dental and vision benefits to over 30 million members across the United States, focusing on improving oral health and hygiene. DentaQuest operates a growing network of clinics, delivering direct care and ensuring safe and effective oral health services. The company offers managed dental plans tailored for various demographics, including Medicaid, CHIP, Medicare Advantage, and both small and large businesses, facilitating affordable access to dental healthcare. Through its holistic approach, DentaQuest aims to enhance the overall health outcomes of its members by prioritizing accessible and cost-effective dental services.

Collective Health is a health benefits platform that integrates various medical, dental, vision, and pharmacy services into a cohesive solution aimed at simplifying healthcare for employees and their families. The company’s cloud-based platform streamlines the administration of health plans through a single portal, offering clear guidance, live concierge support, and digital tools for managing care. By reducing the administrative burden associated with health benefits, Collective Health enhances the member experience and aids organizations in controlling costs while improving health outcomes. Headquartered in San Francisco, California, the company also has offices in Chicago, Illinois, and Lehi, Utah.

PinnacleCare is a private healthcare navigation and medical intelligence firm that offers personalized advisory services to individuals, families, and organizations. The company provides access to leading physicians, specialists, and advanced treatments through a single point of contact, facilitating a streamlined healthcare experience. PinnacleCare specializes in delivering expert medical opinions and comprehensive research to assist clients with complex healthcare decisions. Its services ensure that complete medical records are readily available online, while also offering robust travel and emergency support worldwide. With a team of independent health advisors available 24/7, PinnacleCare aims to simplify the healthcare process and deliver unmatched protection for clients and their families.

Crescent Capital Group, established in 1991, is a global alternative investment firm headquartered in Los Angeles with offices in New York, Boston, and London. The company specializes in investing across the capital structure, with a primary focus on below investment grade credit. Its investment strategies span senior bank loans, high yield debt, mezzanine debt, distressed debt, and other private debt securities. As of 2013, Crescent Capital Group managed approximately $28 billion in assets, with a balanced portfolio between marketable securities and proprietary closed-end private investment partnerships. The firm caters to a diverse range of industries, including electronics, telecommunications, healthcare, and financial services, among others.

Dialogue Health Technologies operates a comprehensive virtual care platform that provides employee wellness and health solutions for Canadian employers. Founded in 2016 and based in Montreal, the company offers a variety of services aimed at enhancing employee engagement and health. Its platform allows employees to interact with healthcare professionals, including nurses and doctors, for support in physical and mental health. Additionally, the platform facilitates care navigation, medication delivery, and referrals to specialists. By empowering employees to take charge of their health, Dialogue Health Technologies helps businesses create a healthier workforce, leading to increased productivity and overall employee satisfaction.

Rise People, Inc. is a Vancouver-based company that specializes in developing human resources, benefits, and payroll management software solutions. Founded in 2011, the company offers a comprehensive HRIS software that manages essential company and employee information, including contracts, tax documents, job descriptions, and performance evaluations. Rise People also provides a group benefit insurance plan access tool and an online payroll platform designed to address payroll discrepancies, manage commissions, and facilitate benefits deductions and bonuses. Its services encompass tax remittances, compliance, direct deposits, pay stubs, vacation tracking, and benefits administration. Additionally, Rise People offers RISE lite, a payroll solution tailored for small businesses. Formerly known as PaySavvy Canada Inc., the company aims to streamline HR processes for organizations of various sizes.

InfraRed Capital Partners, established in 1995, is a London-based investment management firm specializing in infrastructure and real estate. It focuses on Public Private Partnerships, primarily investing in office, retail, and residential properties, as well as operational assets like onshore wind farms and solar parks. Geographically, the firm concentrates on the United States, Australia, Canada, China, Chile, the United Kingdom, and Northern Europe. In Australia, it prefers road, rail, and hospital sectors. With over 120 professionals and offices in London, Hong Kong, New York, Sydney, and Paris, InfraRed manages approximately US$9 billion in equity capital across multiple funds for global institutional investors. As of 2020, it operates as a subsidiary of SLC Management.

Bowtie Life Insurance Company Limited is a virtual insurer established in 2017 and headquartered in Kwun Tong, Hong Kong. As an authorized entity, it adheres to the rigorous standards set by the Insurance Authority, comparable to those of traditional insurance companies. Bowtie specializes in providing life and medical insurance plans, notably offering commission-free health insurance products under the Voluntary Health Insurance Scheme (VHIS). It is supported by reputable investors, including Sun Life, enhancing its credibility in the market. The company's focus on a digital platform allows it to deliver efficient and accessible insurance solutions to its customers.

Rise People, Inc. is a Vancouver-based company that specializes in developing human resources, benefits, and payroll management software solutions. Founded in 2011, the company offers a comprehensive HRIS software that manages essential company and employee information, including contracts, tax documents, job descriptions, and performance evaluations. Rise People also provides a group benefit insurance plan access tool and an online payroll platform designed to address payroll discrepancies, manage commissions, and facilitate benefits deductions and bonuses. Its services encompass tax remittances, compliance, direct deposits, pay stubs, vacation tracking, and benefits administration. Additionally, Rise People offers RISE lite, a payroll solution tailored for small businesses. Formerly known as PaySavvy Canada Inc., the company aims to streamline HR processes for organizations of various sizes.

Maxwell Health is a provider of a SaaS-enabled online benefits service that simplifies employee benefits and human resources for small to mid-sized employers. Established in 2012 and headquartered in Boston, Massachusetts, with an additional office in Cambridge, the company offers a comprehensive platform that includes a marketplace for various insurance products such as medical, dental, vision, life, and disability benefits. The platform also features tools to streamline HR processes, including benefits administration and payroll, along with a mobile application designed to enhance user experience. Maxwell Health aims to modernize how employees access and utilize insurance, financial, and wellness benefits, ultimately helping American families achieve better health and financial well-being. The company operates as a subsidiary of Sun Life Financial United States and collaborates with benefits advisors and insurance companies to deliver its technology.

Collective Health is a health benefits platform that integrates various medical, dental, vision, and pharmacy services into a cohesive solution aimed at simplifying healthcare for employees and their families. The company’s cloud-based platform streamlines the administration of health plans through a single portal, offering clear guidance, live concierge support, and digital tools for managing care. By reducing the administrative burden associated with health benefits, Collective Health enhances the member experience and aids organizations in controlling costs while improving health outcomes. Headquartered in San Francisco, California, the company also has offices in Chicago, Illinois, and Lehi, Utah.

Excel Funds Management Inc. is a privately owned investment management firm based in Mississauga, Canada, with an additional office in Montreal. Established in 1996, it is recognized as Canada’s first and only mutual fund provider specializing in emerging markets. The firm primarily serves financial advisors by offering a range of equity, fixed income, and balanced mutual funds. Excel Funds Management focuses on investing in public equity and fixed income markets globally, aiming to deliver strong returns for its clients. As of early 2018, the company operates as a subsidiary of Sun Life Global Investments (Canada) Inc.

Maxwell Health is a provider of a SaaS-enabled online benefits service that simplifies employee benefits and human resources for small to mid-sized employers. Established in 2012 and headquartered in Boston, Massachusetts, with an additional office in Cambridge, the company offers a comprehensive platform that includes a marketplace for various insurance products such as medical, dental, vision, life, and disability benefits. The platform also features tools to streamline HR processes, including benefits administration and payroll, along with a mobile application designed to enhance user experience. Maxwell Health aims to modernize how employees access and utilize insurance, financial, and wellness benefits, ultimately helping American families achieve better health and financial well-being. The company operates as a subsidiary of Sun Life Financial United States and collaborates with benefits advisors and insurance companies to deliver its technology.

Assurant Employee Benefits, a part of Assurant, Inc.(NYSE: AIZ), is a provider of employee benefit insurance products. The company offers a wide range of employer-paid and employee-paid (voluntary) products, tailor-made for small to mid-size businesses including disability, life and AD&D, dental and reinsurance management services.

Ryan Labs Asset Management Inc., based in New York, is a privately owned investment management firm specializing in fixed income portfolios tailored for institutional investors. Founded in 1998 and previously known as Ryan Labs Inc., the firm provides its services to a diverse clientele that includes pension plans, foundations, endowments, municipalities, hospitals, and insurance companies, often in partnership with third-party wealth managers. Ryan Labs employs a disciplined investment process that combines fundamental and quantitative analysis, utilizing both bottom-up and top-down approaches for portfolio construction. The firm is recognized for its innovative strategies, including Liability Driven Investing, and was the first asset manager to create a bond portfolio aligned with a daily Custom Liability Index, adhering to FAS 158 accounting standards. Through its focused investment strategies, Ryan Labs aims to meet the unique duration needs of its clients while managing separate account vehicles against various fixed income benchmarks.

Worknowledge a provider of human capital development and e-learning solutions.

MFS Investment Management, established in 1969, is a privately owned, global investment management firm headquartered in Boston, Massachusetts. It offers a broad range of investment services, including equity, fixed income, and balanced portfolios, as well as mutual funds, to a diverse client base comprising investment companies, pension plans, charitable organizations, and other investment advisers. MFS employs a combination of fundamental and quantitative analysis to create and manage client-focused portfolios, investing in public equity and fixed income markets worldwide. The firm operates as a subsidiary of Sun Life Financial, Inc. and has additional offices in major financial hubs across Asia, Europe, and Latin America.