Sarah Kim spoke with Kaitlyn Mattson from Digital Insurance about the evolving insurance market and the future of technology in the space, touching on the growing role of AI, consolidation among smaller startups—particularly MGAs—and how carriers and brokers are navigating regulatory and legacy system challenges. To read the full article, click here> ← Back to [...]
Partner Matt Alfieri spoke with Melinda Huspen of American Banker about the challenges fintechs face when becoming banks, noting that higher capital requirements, regulatory complexity, and the need for operational scale are potential hurdles companies must navigate to succeed. To read the full article, click here> ← Back to Insights
Partner Matt Alfieri spoke with Melinda Huspen of American Banker about fintech funding in Q1 2025, suggesting that longer fundraising cycles could help fintechs secure the right partners and capital for growth. To read the full article, click here> ← Back to Insights
Clearwater Analytics has announced that they will acquire Centana portfolio company Beacon, as part of two strategic acquisitions to deliver private market investment intelligence. To read the full announcement, click here> ← Back to Insights
Author: Ben Cukier | Co-Authors: Jack Babbush, Avantika Bagri Acquiring clients has become the greatest challenge for financial advisors in today’s competitive landscape. With over $114 trillion in advised assets across the U.S., even modest improvements in client acquisition can translate to substantial revenue growth1. As client expectations evolve, advisors who limit their focus to [...]
Author: Eric Byunn | Co-Authors: Devi Malhotra, Marshall Cao Getting old is hard. As we age, tasks that once seemed effortless can become increasingly challenging. The simple joys of daily life - preparing a nutritious meal, maintaining a tidy home, or even taking a leisurely stroll around the neighborhood - can transform into daunting obstacles. [...]
Axios reporter Aaron Weitzman sat down with Eric Byunn and Dr. Char Hu, founder and CEO of The Helper Bees, to discuss the company’s $35 million Series C announcement in an exclusive interview. The conversation delved into The Helper Bees’ offerings, the broader impact of their mission to redefine long-term care for older adults, and [...]
Series C Funding, Led By Centana Growth Partners, Earmarked for Medicaid Expansion and Payment Innovation AUSTIN, Texas — Jan. 28, 2025 — The Helper Bees, a technology platform revolutionizing how older adults live and age safely in their own homes, has announced the successful completion of a $35 million funding round. Led by Centana Growth [...]
Author: Matt Alfieri | Co-Authors: Jay Lee, Jake Madnick and Christopher Chen Trade Promotion Management (TPM) – The Hidden Workflows Critical to the Success of Global Brands As consumers, we all love a good discount as we reach for that second chocolate bar, but have you ever thought about what goes on behind the scenes? [...]
