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Sureify

Sureify

Private
San Jose, CaliforniaEnterprise Softwarehttps://sureify.com

Last Round

Series C

Sep 28, 2021

Total Funding Raised

$21.8M

Company Overview

Sureify operates in Enterprise Software and is based in San Jose, California. Its latest recorded funding round was a Series C round in September 2021.

Sureify is a financial software company that provides a digital platform designed to modernize the life insurance and annuity industry by helping companies acquire, service, and engage with their customers.

Sector

Enterprise Software

Verticals

InsurTech, Customer Experience, Workflow Automation, Data Integration

Business Model

B2B2C

Customer Profile

Subscription SaaS, Usage-Based SaaS, Services & Consulting

AI Layer

Application

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Pricing history

Caplight clients see full MarketPrice™ history and secondary transactions.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

Momentum history

Caplight clients track how buyer interest and sentiment change over time.

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Sureify Comparables

Compare Sureify with similar companies based on industry and business-model similarity.

Sureify comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
iCapital
79%
Terminus Capital Partners
79%
Verisk Analytics
74%
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Sureify Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series CSep 28, 2021
DebtJun 1, 2019
Series ADec 1, 2016
AcceleratorJul 1, 2016
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Key People

Founding team and executive leadership

Dustin Yoder

Chief Executive Officer

Executive Team

Steve Rochman

Chief Executive Officer

Executive Team

Ben Brantley

CTO

Executive Team

Sreenivasulu Velugu

Chief Technology Officer

Executive Team

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Sureify Investors

Notable investors and investment history

Sureify investors
InvestorRounds
Aspen Capital GroupSeries C
Plug and Play Tech CenterSeries A
Collab LumenLabSeries A
SixThirty VenturesSeries A
Timia CapitalDebt
Aspen CapitalSeries C
Kickstart InnovationAccelerator

Market signals

Structured signals derived from secondary market and firmographic data.

  • Apr 21, 2026

    Announced IRI DFA API for annuity carriers.

  • Mar 19, 2026

    Sponsored and participated in the 2026 Insured Retirement Institute (IRI) Hackathon.

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Recent news

Latest coverage and updates

  • signs_new_clientOct 1, 2026

    On Oct 1st '26, EquiTrust Life Insurance Company selected Sureify to modernise technology connecting its life insurance and annuity operations, including data exchange and distribution partner access.

  • launchesSep 29, 2026

    Sureify announces aiCONNECT(TM), a new AI solution that expands CoreCONNECT and gives life and annuity carriers and distributors a secure way to apply AI across data, systems, and processes, in California on Sep 29th '26.

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Sureify Filings

Explore SEC and related filing metadata, where available.

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

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Frequently Asked Questions

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

Is Sureify a public or private company?

Sureify is a private company.

What is the current stock price of Sureify?

Sureify is a private company, so its shares have no public market price. Caplight tracks Sureify's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

How much is Sureify worth (valuation)?

Valuation information for Sureify is not publicly available.

Can I buy Sureify stock?

Sureify shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.

When was Sureify's last funding round?

Sureify's most recent funding round was Series C on September 28, 2021.

Who are the main investors in Sureify?

Key investors in Sureify include Aspen Capital Group, Timia Capital, Aspen Capital, Kickstart Innovation.

Will Sureify IPO soon?

No public IPO plans have been announced for Sureify.

How can I track Sureify secondary market activity?

Caplight tracks bids, offers, and trades in Sureify's shares on secondary markets.

Firmographic Details

HeadquartersSan Jose, California
Employee Range211
Year Founded2012
Last FundingSep 28, 2021

Institutional Data Access

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