Social engagement
Social engagement: 9.4K social following, 9 posts in the last 12 months — around the industry typical range.
Investor mix
6 investors on record; lead investors include Sixth Street.
| Investor type | Count | Share |
|---|---|---|
| Private equity | 2 | 33% |
| Bank & private debt | 2 | 33% |
| Other / undisclosed | 2 | 33% |
Hiring activity
Hires periodically
8 roles tracked across 5 of the last 12 months
10 Jun 2026 · Client & Partner Services Manager · Cincinnati
4 Jun 2026 · Analyst (PB) · Miami
30 May 2026 · Insurance Carrier Relationship Manager · Cincinnati
7 May 2026 · Customer Success Analyst · Cincinnati
3 Apr 2026 · Product Owner, Senior Associate Annuity & Life Insurance · Cincinnati
Based on job postings tracked across public sources.
Recent activity
1 Jul 2026
Product launch
Portfolio Scenario Tool
25 Jun 2026
Partnership
TD Securities Inc.
24 Jun 2026
Leadership hire
Chief Information Security Officer