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PolicyAdvisor

PolicyAdvisor

Private
Oakville, OntarioFinTechhttps://www.policyadvisor.com/

Company Overview

PolicyAdvisor is an insurtech company that operates an online insurance marketplace in Canada, allowing users to compare and purchase life, health, and other insurance products from various carriers.

Sector

FinTech

Verticals

InsurTech, Personal Finance, E-commerce, Vertical SaaS

Business Model

B2C

Customer Profile

Marketplace Commission

AI Layer

Application

Keywords

online insurance brokerageinsurance marketplaceInsurTechinsurance comparisondigital brokerageCanadian InsurTechterm life insurancedirect-to-consumer insurancecritical illness insurancedisability insurancesalaried insurance advisorsno-medical life insuranceB2B insurance platformgroup benefitsAI-powered insurance

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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PolicyAdvisor Comparables

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PolicyAdvisor comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Emma
88%
PolicyMe
85%
RATESDOTCA Group Ltd.
76%

PolicyAdvisor Funding Rounds

Historical fundraising activity

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Key People

Founding team and executive leadership

Jiten Puri

Founder and CEO

Founding Team

Market signals

Structured signals derived from secondary market and firmographic data.

  • Dec 8, 2024

    Grew 18% QoQ, from 34 to 40 employees.

PolicyAdvisor Filings

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PolicyAdvisor filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about PolicyAdvisor's valuation, stock price, and market status.

Is PolicyAdvisor a public or private company?

PolicyAdvisor is a private company.

What is the current stock price of PolicyAdvisor?

PolicyAdvisor is a private company with no public stock price. No recent secondary market data is available.

How much is PolicyAdvisor worth (valuation)?

Valuation information for PolicyAdvisor is not publicly available.

Can I buy PolicyAdvisor stock?

PolicyAdvisor shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was PolicyAdvisor's last funding round?

Funding round information for PolicyAdvisor is not publicly available.

Who are the main investors in PolicyAdvisor?

Investor information for PolicyAdvisor is not publicly disclosed.

Will PolicyAdvisor IPO soon?

No public IPO plans have been announced for PolicyAdvisor.

How can I track PolicyAdvisor secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor PolicyAdvisor's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersOakville, Ontario
Employee Range38
Year Founded2017
Last Funding—

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