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Inclined Technologies
Life insurance optimization software
- 1-20 employees
- Fintech
- B2C
- Insurance
- SaaS
- Tamalpais-Homestead Valley, CA
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Company mission
To help whole life insurance policyholders realize more value out of their investment.
Our take
Inclined Technologies offers software to help consumers realize more value out of their life insurance policies. The start-up is democratizing this $150 billion market, offering a solution to the inefficient way whole life policies are borrowed.
The fintech company has built a first-of-its-kind platform that directly addresses two inherent problems with the market to ensure that policyholders access their savings in a costly manner. Inclined is well positioned for growth as the first modern technology to enter this market. By integrating carriers, policyholders, and lenders in an aligned fashion, Inclined opens the door to endless possibilities outside of refinancing.
Inclined has partnered with HSCM Ventures and plans to use capital to optimize the way people access the equity they’ve built up, as well as acting as a reliable technology partner to whole life carriers across the US. Over time, Inclined will tackle the $1 trillion opportunity in whole life cash value access.
Freddie
Company Specialist at Welcome to the Jungle
Funding (2 rounds)
Sep 2022
$15m
SERIES A
Oct 2020
$4m
EARLY VC
Total funding: $19m
This company has top investors
Leadership
Joshua Wyss
(CEO)Previous experience as Portfolio Manager for Balyasny Asset Management L.P, Ascend Capital, and Seasons Capital. Served as Chief Investment Officer for First Oak Capital Management and as an Analyst for Standard Pacific Capital and Soundview Technology Group.
Mark Shaw
(CTO)Previously co-founded Guidewire Software and Strava, serving here as CTO and later as Head of Growth. Experience at Kana Software as a Software Engineer.
Graham Gerlach
(CRO)Currently acts as an Owner of Ratio Wealth Group, previous serving as a Managing Partner. Experience as Wealth Management Advisor and Accredited Estate Planner TM for Northwestern Mutual.