Veridion Insurance Partners

Financial Services • Manhattan, New York, United States • 1-10 Employees

Company overview

Headquarters	Manhattan, New York, United States
Website	veridionpartners.life
NAICS	52
Keywords	Investments, Premium Finance, Wealth Preservation, Life Insurance, Wealth Planning, Client Servicing, Insurance Plan Management, Insurance Investment Guidance, Insurance Policy Restructuring, Post Sale Life Insurance Management
Founded	2024
Employees	1-10

Key Contact at Veridion Insurance Partners

Jaime Gottlieb

Chief Executive Officer

Veridion Insurance Partners Email Formats

Veridion Insurance Partners uses 1 email format. The most common is {first initial} (e.g., j@veridionpartners.life), used 100% of the time.

Format	Example	Percentage
{first initial}	j@veridionpartners.life	100%

About Veridion Insurance Partners

At Veridion Insurance Partners, we revolutionize how life insurance policies are managed and optimized. Our mission is to manage life insurance as a unique alternative asset class, transforming policies into an integral part of an ongoing financial strategy rather than a one-time transaction. By combining cutting-edge technology with proactive oversight, we ensure policies remain aligned with clients' evolving financial goals and market conditions. We specialize in post-sale life insurance management and premium finance solutions, focusing on optimizing policies to deliver sustained financial success. Unlike many firms, we prioritize long-term asset performance over sales, positioning us as a trusted partner for policy success. Our services extend beyond traditional management. We collaborate with advisor firms to facilitate seamless case transfers or create tailored white-label solutions, enhancing the client experience while delivering better outcomes for advisors. Additionally, we partner with financial institutions, offering specialized expertise to integrate life insurance into broader financial strategies. Through Renewal Management, Investment Management, Premium Finance Loan Management, and Consulting, we provide dynamic stress testing, performance tracking, and comprehensive support. With a forward-thinking approach and innovative technology, Veridion is reshaping the future of life insurance management. Partner with us to unlock the full potential of your insurance portfolio.

Veridion Insurance Partners revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Entry

Manager

Employees by Department

Veridion Insurance Partners has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Veridion Insurance Partners has never raised funding before.

Veridion Insurance Partners Tech Stack

Discover the technologies and tools that power Veridion Insurance Partners's digital infrastructure, from frameworks to analytics platforms.

Sirvoy

Appointment scheduling

GoDaddy

Hosting

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

Microsoft 365

Frequently asked questions

Veridion Insurance Partners is located in Manhattan, New York, US.

Veridion Insurance Partners was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

Veridion Insurance Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Veridion Insurance Partners

Jaime Gottlieb

Chief Executive Officer

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