1
Total investments
0
Early stage
0
Mid stage
1
Late stage
2y
Years active
Portfolio
1 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Advisor, Investor
Jul 2024
Pendella is a cloud-based platform that helps you compete in the new economy. Our white-label technology is a ready-made licensed software product, branded to your company. Plus, we can integrate into systems such your CRM or benefits administration platform.
We offer instant decision underwriting, accelerated underwriting, and point-of-sale underwriting. Our journey is a consumer facing end-to-end solution, as well as an agent-assist solution.
Our experienced team has a strong understanding of what customers want, and how they currently get it. This foundation allowed us to modernize the experience of buying life insurance. Our technology provides you with a turnkey process in order to bring the future of life insurance to your customers.
Experience · 3 entries
All (3)
Investments (1)
2024
Advisor, Investor
Jul 2024
Pendella is a cloud-based platform that helps you compete in the new economy. Our white-label technology is a ready-made licensed software product, branded to your company. Plus, we can integrate into systems such your CRM or benefits administration platform.
We offer instant decision underwriting, accelerated underwriting, and point-of-sale underwriting. Our journey is a consumer facing end-to-end solution, as well as an agent-assist solution.
Our experienced team has a strong understanding of what customers want, and how they currently get it. This foundation allowed us to modernize the experience of buying life insurance. Our technology provides you with a turnkey process in order to bring the future of life insurance to your customers.
2011
Managing Principal
Jan 2011
OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provide personalized, tech-enabled solutions for a contemporary work-life experience.
Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 100,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation.
OneDigital has received the Glassdoor Employees’ Choice Award for Best Places to Work in 2023. For more information, visit onedigital.com.
1997
T
The Benefit Group of New England
Managing Partner
Aug 1997
