Sun Life Financial

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

Dental Connections is a dental care provider that offers a wide range of dental treatments and preventive care initiatives designed to address the needs of various communities. With both a main clinic and a mobile clinic, Dental Connections serves patients of all ages and accepts multiple insurance plans, ensuring accessibility to comprehensive dental services.

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 manager that primarily serves investment companies, individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, corporations, broker dealers, and insurance companies. Founded in 1979 and headquartered in Monument, Colorado, with additional offices across several states, the firm manages both equity and fixed income portfolios tailored to client needs. Its investment strategy includes a focus on mid-cap and large-cap value stocks, dividend stocks, and municipal securities of intermediate maturity and investment grade quality. Advisors Asset Management employs a blend of fundamental and quantitative analysis, utilizing top-down and bottom-up approaches to investment selection. The firm benchmarks its portfolios against multiple indices to assess performance. With a commitment to building lasting partnerships based on trust, Advisors Asset Management leverages its expertise, technology, and market insight to deliver effective financial guidance.

Bowtie Life Insurance Company Limited is a virtual insurer based in Kwun Tong, Hong Kong, founded in 2017. The company specializes in providing life and medical insurance plans through a digital platform, ensuring that it meets the high standards set by both customers and the Insurance Authority. Bowtie offers commission-free health insurance products under the Voluntary Health Insurance Scheme (VHIS), specifically the VHIS Standard Plan. With backing from Sun Life and other prominent international investors, Bowtie aims to deliver accessible and straightforward 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 prominent health benefits platform that streamlines the management of medical, dental, vision, and pharmacy services for employees and their families. By offering an integrated solution through a cloud-based self-insurance platform, the company simplifies the administration of health plans via a single portal. This platform provides users with clear guidance, live concierge support, and digital tools to facilitate the navigation and management of healthcare services. Collective Health aims to reduce the complexities of delivering health benefits, enhance the member experience, and promote healthier outcomes for both employees and organizations. 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 tailored membership options for individuals, families, and organizations. The company provides personalized guidance through expert medical opinions and research, ensuring clients have access to leading physicians and specialists for complex health issues. By serving as a single point of contact, PinnacleCare simplifies the healthcare experience and offers immediate access to complete medical records as well as comprehensive travel and emergency support worldwide. Their team of independent health advisors is available 24/7 to provide objective counsel, assisting clients in making informed decisions regarding their health and well-being.

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 based in Kwun Tong, Hong Kong, founded in 2017. The company specializes in providing life and medical insurance plans through a digital platform, ensuring that it meets the high standards set by both customers and the Insurance Authority. Bowtie offers commission-free health insurance products under the Voluntary Health Insurance Scheme (VHIS), specifically the VHIS Standard Plan. With backing from Sun Life and other prominent international investors, Bowtie aims to deliver accessible and straightforward 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 offers a software-as-a-service platform that simplifies employee benefits and human resources for small to mid-sized employers. Founded in 2012 and headquartered in New York, with an additional office in Cambridge, Massachusetts, the company provides a comprehensive online service that includes information on various insurance products such as medical, dental, vision, and life insurance, as well as tools for benefits administration, payroll, and COBRA management. The platform features an intuitive marketplace that streamlines the process of purchasing benefits for employees and includes a mobile application for easy access. Maxwell Health aims to enhance the experience of insurance, financial, and wellness benefits for American families, leveraging its technology through partnerships with benefits advisors and insurance companies. In June 2018, Maxwell Health became a subsidiary of Sun Life Financial United States.

Collective Health is a prominent health benefits platform that streamlines the management of medical, dental, vision, and pharmacy services for employees and their families. By offering an integrated solution through a cloud-based self-insurance platform, the company simplifies the administration of health plans via a single portal. This platform provides users with clear guidance, live concierge support, and digital tools to facilitate the navigation and management of healthcare services. Collective Health aims to reduce the complexities of delivering health benefits, enhance the member experience, and promote healthier outcomes for both employees and organizations. 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 manager 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 focused on emerging markets. The firm primarily serves financial advisors by launching and managing various mutual funds, including equity, fixed income, and balanced funds. Excel Funds Management invests in public equity and fixed income markets globally, aiming to deliver strong returns for its clients. As of early 2018, it operates as a subsidiary of Sun Life Global Investments (Canada) Inc.

Maxwell Health offers a software-as-a-service platform that simplifies employee benefits and human resources for small to mid-sized employers. Founded in 2012 and headquartered in New York, with an additional office in Cambridge, Massachusetts, the company provides a comprehensive online service that includes information on various insurance products such as medical, dental, vision, and life insurance, as well as tools for benefits administration, payroll, and COBRA management. The platform features an intuitive marketplace that streamlines the process of purchasing benefits for employees and includes a mobile application for easy access. Maxwell Health aims to enhance the experience of insurance, financial, and wellness benefits for American families, leveraging its technology through partnerships with benefits advisors and insurance companies. In June 2018, Maxwell Health became a subsidiary of Sun Life Financial United States.

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. is a privately owned investment manager based in New York, specializing in fixed income portfolios for a diverse range of institutional clients, including pension plans, foundations, endowments, and municipalities. Established in 1998, the firm focuses on providing tailored investment solutions that meet the specific duration needs of its clients. Ryan Labs employs a disciplined investment process that integrates both fundamental and quantitative analysis, utilizing in-house research to inform its decisions. The firm is known for its Liability Driven Investing strategies, which are managed against custom liability indexes, as well as enhanced market strategies aligned with traditional fixed income benchmarks. With a commitment to adapting to the unique requirements of its institutional clientele, Ryan Labs has built a reputation for innovation in fixed income management since its inception.

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.