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Gainfully, the company enabling advisor engagement for enterprise insurance, asset management, and brokerage companies as well as unified client engagement by advisors, brokers, and agents, announced a $5.5M Series A financing to continue its growth in providing the identity layer for financial professionals and expanding enterprise services across the industry.
IA Capital Group, a leading FinTech and InsurTech investor with over 25 years of investing experience, led the round. New participation in the round includes ManchesterStory of Des Moines, IA. as well as prior strategic investors MassMutual Ventures and Allianz Life ventures. Andy Lerner, Managing Partner of IA Capital, will be joining the Gainfully board of directors.
“We’re thrilled to have corporate and LP capital participation from the team at IA Capital and many of the largest insurance and financial services companies in North America,” said Cameron Nordholm, CEO of Gainfully. “We’re excited to aggressively invest in the platform and accelerate the growth of our sales and customer success teams in San Francisco and New York.”
“We’ve been very impressed by Gainfully’s success in building a broad network connecting financial intermediaries with financial institutions to enable digital distribution and multi-channel client engagement efforts,” said Andrew Lerner, Managing Partner of IA Capital. “Gainfully solves important pain points for the industry and addresses key strategic priorities for our insurance industry clients.”
With over 130,000 registered professionals in the retail advisory and brokerage industry, Gainfully is the largest platform connecting financial professionals and institutions at scale. Customers include LPL Financial, MassMutual, Stifel, and other leading financial services firms.
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