Connection Holdings

What Connection Holdings does

Connection Holdings, LLC is a privately held performance marketing and lead generation company formed in 2023 through the merger of Solar Direct Marketing (founded 2016, New Jersey) and Connecting the Dots (founded 2016, Colorado), both of which were independently recognized on the Inc. 5000 list of fastest-growing privately held U.S. companies. The company is incorporated in Nevada and operates as a managing entity for a portfolio of six brands: Connecting the Dots, Solar Direct Marketing, Home Direct Marketing, Roofs In A Box, Vested Exchange, and BlockHub LLC. It is led by CEO Edmond Pain and CRO David Stodolak and employs 101-250 staff, with claimed global operations anchored in the United States.

The company's core technology is built around what leadership describes as one of the largest aged consumer data sets in the lead generation industry, combined with real-time lead generation, lead distribution, and compliance tracking platforms. Service offerings include real-time exclusive leads, live transfers, aged data, TCPA-compliant leads, Spanish-language leads, pre-set appointments, and call center/BPO services, with TCPA compliance tracked through third-party tools such as Jornaya's Lead ID and Active Prospect's TrustedForm. The company serves clients across multiple verticals: Solar, De-Regulated Energy, Home Improvement, Health Insurance/Medicare, Debt Relief, Mortgage, Insurance, and Home Warranty.

Revenue is generated primarily through B2B data file sales and lead generation services sold via Insertion Orders on a pay-as-you-go, per-lead or per-order basis, supplemented by call center services for utility and home services clients and a separate BPO line through Roofs In A Box. The go-to-market is sales-led, with direct enterprise relationships (named clients include Duke Energy, So-Cal Gas & Electric, CPS Energy, the Cleveland Water Department, and Sun Pro/ADT Solar) and a channel/network arrangement in which the company both buys and sells lead data with counterparties under semi-exclusive contracts. No revenue, funding, or valuation is publicly disclosed.

Name

Connection Holdings

Legal name

Connection Holdings, LLC

Website

https://connectionholdings.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

Connection Holdings is a private performance marketing and lead generation company managing multiple brand subsidiaries across Solar, Energy, Health, Debt, and Home Improvement verticals, monetizing one of the industry's largest aged consumer data sets and real-time lead services through B2B contracts.

Ownership category

akta.pro rank

Product category

Lead Generation Services

akta.pro primary industry

B2B Channel Partners & Referral Agencies (Cross-Industry Referral) (FSAEAMAN)

Keywords

• Performance marketing services
• Lead generation solutions
• Aged data licensing
• Live lead transfers
• BPO virtual staffing

Headquarters

HQ city

Hallandale

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others, Infrastructure

Revenue model

1. Data File Sales: Connection Holdings generates revenue by compiling and selling Data Files containing consumer contact information to advertisers. Data Files are sold through Insertion Orders with fees paid per lead or as agreed per order. The company grants advertisers a non-exclusive, non-transferable license to use the data for contacting consumers about their products and services. Data Files include aged data and real-time leads across multiple verticals including Solar, Energy, Health, Debt, and Home Improvement.
2. Lead Generation Services: The company provides lead generation services including real-time exclusive leads, live transfers, aged leads, TCPA-compliant leads, and Spanish-language leads. Services are sold to advertisers and marketers seeking consumer contact opportunities through email, telemarketing, and SMS channels.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Connection Holdings is a B2B performance marketing and lead generation company that compiles and sells aged consumer data files and delivers real-time exclusive leads, live phone transfers, and call center services to advertisers and lead buyers. The company supplies TCPA- and CAN-SPAM-compliant consumer contact data across verticals including Solar, De-Regulated Energy, Health Insurance/Medicare, Debt Relief, Home Improvement, Mortgage, Insurance, and Home Warranty, transacted through Insertion Orders, Lead Buyer Agreements, and Lead Seller Agreements.

Product overview

Connection Holdings operates as a performance marketing company and managing entity for several brands in the lead generation sector. The portfolio includes a platform-plus-subsidiaries architecture: the parent company manages Connecting the Dots, LLC (specializing in aged data and live leads for Solar, Mortgage, Insurance, and home services), Solar Direct Marketing, LLC (focused on real-time solar leads, live transfers, and call center services), Home Direct Marketing (home services leads), Roofs In A Box (virtual staffing/BPO services), Vested Exchange, and BlockHub LLC. Core offerings span real-time exclusive leads, aged data leads, live lead transfers, and call center services across verticals including Solar, De-Regulated Energy, Home Improvement, Health Insurance/Medicare, Debt Relief, and Home Warranty.

Differentiator

Problem solved

Functional benefit

Products and services

• Connecting the Dots Performance marketing and technology brand under Connection Holdings that supplies aged data and live leads to the Solar, Mortgage, Insurance, and home services industries, offering high-quality TCPA-compliant leads priced to hit targeted CPAs.
• Solar Direct Marketing Performance and digital marketing brand under Connection Holdings specializing in real-time exclusive solar leads, live solar transfers, aged solar leads, TCPA-compliant aged solar leads, Spanish solar leads, pre-set appointments, and call center services.
• Home Direct Marketing
• Roofs In A Box Virtual staffing and BPO (Business Process Outsourcing) service for exterior restoration businesses, reported to enable clients to save up to 70% on operational expenses with over 50% cost reduction.
• Real-Time Exclusive Leads Real-time exclusive consumer leads delivered to advertisers for immediate outbound outreach, available across multiple verticals including Solar, Energy, Home Improvement, Health Insurance/Medicare, Debt Relief, and Home Warranty.
• Aged Data Leads Aged consumer data records compiled from multiple third-party sources, including TCPA-compliant aged leads, sold to marketers for monetization of historical consumer contact information.
• Live Leads/Transfers Live lead transfers and real-time phone call connections delivered to sales agents for immediate consumer engagement.
• Call Center Services Telemarketing and call center services for performance-calling campaigns, including multi-million-dollar campaigns for utility companies and other advertisers.

Quantifiable outcome

• Companies expanded to 20 states within three years under leadership guidance
• +2 more outcomes

Named customers5 records

Segments7 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• NuHomemoderateStrategic or Co-development PartnerEdmond Pain serves on the board of directors of NuHome and helped facilitate enterprise software development and sales. As Sr. VP of Sales and Strategic Partnerships, he was able to propel NuHome to be strategically positioned in 20 states and on the national stage in less than three years.

Scale indicators5 records

Recent moves5 records

Expansion highlights6 records

Broad incumbents

• MediaAlpha: Public performance marketing marketplace focused on insurance and consumer verticals, comparable as a much larger incumbent operating a similar buyer/seller lead exchange model across verticals where Connection Holdings also competes.
• Jornaya: Lead ID verification and compliance platform named as a Connection Holdings partner; comparable as an infrastructure incumbent operating in the same lead generation compliance ecosystem.
• Angi (HomeAdvisor): Large incumbent home services lead generation platform serving contractors with consumer leads, directly comparable to Connection Holdings' Home Direct Marketing brand in the home improvement vertical.
• ActiveProspect: Lead compliance infrastructure provider (TrustedForm) explicitly used by Connection Holdings; comparable as a broader incumbent serving the same lead generation compliance and consent verification layer.

Direct peers

• SolarReviews: Solar industry marketplace and lead generation platform, directly comparable as a peer in the residential solar lead generation vertical that is core to Connection Holdings' Solar Direct Marketing brand.
• EnergySage: Solar marketplace connecting consumers with installers, directly comparable as a peer in Connection Holdings' flagship Solar Direct Marketing vertical.
• EverQuote: Public insurance lead generation marketplace, directly comparable as a peer in the insurance vertical lead generation business where Connection Holdings operates through Connecting the Dots.
• QuoteWizard (LendingTree): Insurance lead generation marketplace operating as a subsidiary of LendingTree, directly comparable as a peer in the insurance lead generation space where Connection Holdings operates.
• LeadProsper: Performance marketing and lead generation platform that connects lead buyers and sellers across verticals including insurance, home services and finance, operating with a similar direct-B2B Insertion Order model as Connection Holdings.
• Modernize: Home improvement lead generation platform focused on exterior and home services contractors, directly comparable to Connection Holdings' home services lead gen offerings.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/connection-holdings

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Connection Holdings