Social engagement
Social engagement: 13.7K social following, 10 posts in the last 12 months — below the industry typical range.
Investor mix
3 investors on record; lead investors include Century Equity Partners; 2 have since exited.
| Investor type | Count | Share |
|---|---|---|
| Private equity | 3 | 100% |
Hiring activity
Hires periodically
7 roles tracked across 4 of the last 12 months
6 May 2026 · High Net Worth Advisor · Peachtree Corners
17 Mar 2026 · Senior Account Manager - Employee Benefits · Santa Maria
2 Mar 2026 · Service Leader - Commercial Lines · Tulare
2 Feb 2026 · Account Executive - Commercial Lines · Salinas
2 Feb 2026 · Account Manager, Employee Benefits · Pasadena
Based on job postings tracked across public sources.
Recent activity
25 Jun 2026
Leadership hire
leadership team
22 Jun 2026
Partnership
BayPine
20 May 2026
Event
Breakfasts Compliance Spotlight webinar