Finsure
Finsure is a Cincinnati-based insurtech research and consulting firm advising startups, MGAs, and carriers on policy administration vendor selection, technical architecture, data strategy, and fractional CTO/CDO engagements.
- Company typePrivate
- Founded2011
- HeadquartersCincinnati, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Finsure does
Finsure is a US-based research and consulting firm serving the insurtech ecosystem, founded in 2021 and headquartered in Cincinnati. The company provides advisory services across three pillars: Tech Advisory (policy software, agency software, technical architecture, and API specifications), Data Services (data modeling, ETL/ELT, metrics, dashboards, and analytics/data science/ML), and Strategy Services (UX, insurance subject-matter expertise, fractional CDO/CTO, and vendor research). Its flagship content asset is a vendor-agnostic Policy Administration System research library covering 10+ PAS platforms paired with a Foundational Considerations framework on APIs, bureau integrations, configurability, and workflow orchestration. The firm maintains no public API, software product, or proprietary platform; its core assets are the team's domain expertise, the PAS research library, and accumulated pattern recognition from 30+ insurtech tech-stack implementations.
Finsure's revenue model is professional-services consulting, primarily through project-based and fractional engagements sold via free initial consultations and SavvyCal-driven bookings. Pricing is quote-based and not publicly disclosed. The go-to-market is relationship-driven and sales-led, leveraging LinkedIn presence, active participation in 20+ insurance and insurtech conferences annually, and a customer base that is 67% referred by prior clients. The team consists of four senior practitioners: CEO Michelle Bothe, Chief Data Officer Benjamin Wolfe, Head of Operations Nadya Fogarty, and Head of Product Ashley Nevins.
The firm's customer base is concentrated in early-stage to mid-market insurtechs and MGAs (Coterie, Frontier Risk, Fursure, Joshu, Cover Genius, Pablow, Sylon, Optimalex, Feesible, Pathpoint, Agribusiness Risk Underwriters). Documented client outcomes include a 70% reduction in premium-reconciliation issues at Pathpoint and a vendor-evaluation timeline shortened from six months to six weeks at Agribusiness Risk Underwriters. The company does not disclose revenue, has no public funding rounds, and operates as a private, independent firm.
Finsure firmographics
Firmographics- Name
- Finsure
- Legal name
- Finsure
- Website
- https://finsure.us
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Finsure is a Cincinnati-based insurtech research and consulting firm advising startups, MGAs, and carriers on policy administration vendor selection, technical architecture, data strategy, and fractional CTO/CDO engagements.
- Ownership category
- akta.pro rank
Finsure industry classification
Industry- Product category
- Insurance Technology Consulting
- NAICS
- Management Consulting Services (54161), Management, Scientific, and Technical Consulting Services (5416)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Captive Insurance Advisory & Management (FSAEADAF)
Keywords
Where Finsure is headquartered
LocationHeadquarters
- HQ city
- Cincinnati
- HQ country
- United States
- HQ region
- North America
Markets served
Finsure business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Consulting and Advisory Services: Revenue generated through consulting engagements including fractional CTO/CDO services, vendor research and selection, technical architecture assessments, data strategy, and insurtech advisory. engagements appear to be project-based or retainer arrangements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Free Consultation |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Finsure product offering
Product offeringCore offering
Finsure provides vendor-agnostic research and consulting services to insurtech startups, MGAs, and insurance carriers navigating insurance technology decisions. The firm delivers Tech Advisory (policy software, agency software, technical architecture, API specifications), Data Services (data modeling, ETL/ELT, metrics, dashboards, analytics/ML), and Strategy Services (UX, insurance expertise, fractional CDO/CTO, vendor research). Supporting research products include a policy administration system vendor research database and a foundational considerations framework.
Product overview
Finsure is a research and consulting firm serving the insurtech ecosystem, offering advisory services rather than a unified software product. The core offering is research and consulting services encompassing three main pillars: Tech Advisory (covering policy software, agency software, technical architecture, and API specifications), Data Services (covering data modeling, ETL/ELT, metrics/dashboards, and analytics/data science/ML), and Strategy Services (covering UX, insurance expertise, fractional CDO/CTO, and vendor research). Supporting products include a Policy Administration System Vendor Research database covering 10+ vendors (Boost, Dais, Evari, Insly, INSTANDA, InsureMO, Joshu, Policyfly, Socotra, Solartis), a Foundational Considerations Framework on insurance technology topics, and an Insurtech Guide with educational articles on insurance industry concepts.
Differentiator
Problem solved
Functional benefit
Products and services
- Research and Consulting Services
Quantifiable outcome
- Premium reconciliation issues reduced by 70% through process optimization
- +1 more outcomes
Companies that use Finsure
Customer profileNamed customers11 records
Segments3 records
Ideal customer profiles2 records
Finsure technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Finsure partnerships and signals
Strategic signalScale indicators3 records
Recent moves5 records
Expansion highlights5 records
Finsure competitors and assessment
Company assessmentBroad incumbents
- McKinsey & Company (Insurance Practice): Global management consulting firm with a large insurance practice serving carriers, MGAs, and insurtechs on technology, operations, and corporate strategy. Comparable as an incumbent that competes for the same insurance-technology advisory budgets but at much larger scale.
- Deloitte (Insurance Consulting): Global professional services firm with a substantial insurance technology and operations consulting practice. Competes for similar technology-modernization engagements at carriers and large MGAs that Finsure also targets.
- Oliver Wyman: Global management consultancy with a dedicated insurance practice covering strategy, technology, and operations for carriers, reinsurers, and insurtechs. Comparable as a broad incumbent in insurance advisory.
- Boston Consulting Group (Insurance Practice): Global strategy consultancy with a large insurance sector practice supporting carriers and insurtechs on technology and growth strategy. Comparable as a broad incumbent that increasingly targets the insurtech segment.
- EY-Parthenon (Insurance): Strategy consulting arm of EY serving insurance clients on transactions, technology transformation, and growth. Comparable as a broad incumbent with overlapping insurance-technology advisory capabilities.
Direct peers
- Celent: Research and consulting firm focused exclusively on insurance technology, providing vendor selection, strategy, and technology evaluation services to insurers and insurtechs globally. Directly comparable as a specialty insurtech consultancy with research-led positioning.
- Strategy Meets Action (SMA): Insurance industry strategy and research advisory firm serving insurers and insurtechs on technology, operations, and innovation. Comparable as a specialty consulting firm with insurance-domain expertise and research products.
- Novarica: Insurance technology research and advisory firm serving insurers, MGAs, and insurtechs with vendor evaluation and technology strategy. Closest direct peer to Finsure given shared focus on insurtech advisory and tech-stack decision support.
Others
- Plug and Play Insurtech: Insurtech accelerator and venture platform that connects startups with insurers and provides ecosystem support, including vendor-discovery and corporate-development advisory. Comparable as an insurtech ecosystem participant, though primarily accelerator-driven rather than paid advisory.
- Daily Fintech: Insurtech research and thought-leadership publication covering insurance technology vendors, trends, and ecosystem mapping. Adjacent to Finsure's research-content strategy and ecosystem-mapping work.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Finsure social profiles
Digital presenceFinsure financial estimates
Financial estimateRevenue estimate
Valuation estimate
Finsure leadership team
Management profileNumber of profiles
Profiles4 records
Finsure funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Finsure M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Finsure
What does Finsure do?
Finsure provides vendor-agnostic research and consulting services to insurtech startups, MGAs, and insurance carriers navigating insurance technology decisions. The firm delivers Tech Advisory (policy software, agency software, technical architecture, API specifications), Data Services (data modeling, ETL/ELT, metrics, dashboards, analytics/ML), and Strategy Services (UX, insurance expertise, fractional CDO/CTO, vendor research). Supporting research products include a policy administration system vendor research database and a foundational considerations framework.
When was Finsure founded?
Finsure was founded in 2011. It employs 1 to 10 people.
Where is Finsure based?
Finsure is headquartered in Cincinnati, United States, in the North America region.
How does Finsure make money?
One revenue line is on record: consulting and Advisory Services.
Who are Finsure's main competitors?
Broad incumbents on record are McKinsey & Company (Insurance Practice), Deloitte (Insurance Consulting), Oliver Wyman, Boston Consulting Group (Insurance Practice) and EY-Parthenon (Insurance). Direct peers are Celent, Strategy Meets Action (SMA) and Novarica. Others are Plug and Play Insurtech and Daily Fintech.
Does Finsure have an API?
No public API is recorded for Finsure.
What industry is Finsure in?
Finsure's product category is Insurance Technology Consulting. Its primary akta.pro industry code is FSAEADAF, Captive Insurance Advisory & Management. Its NAICS code is 54161 and its SIC code is 8742.