Loading organizations...
§ Private Profile · San Francisco, CA, USA
AI-powered revenue growth platform automating commission calculation, payments, and financial operations for insurance organizations.
Fintary is an AI-powered revenue growth and commission management platform for insurance organizations, operating from an undisclosed location. The software-as-a-service platform automates commission calculations, payment reconciliation, and financial operations to streamline workflows for brokerages, wealth management firms, and insurance carriers. Its core technology features automated data extraction, real-time performance analytics, dedicated producer portals, and direct integrations with existing accounting systems. The platform currently processes over $500 million in annual commission volume across a growing user base of more than 50 institutional customers. Users typically experience an average time to first value of seven days, subsequently achieving a 10 percent average monthly revenue growth and a 34 percent increase in gross profit within their first sixty days of implementation. The enterprise software company was established in an undisclosed founding year by former insurance brokerage founder Qiyun Cai.
Fintary has raised $12.0M across 2 funding rounds.
Fintary has raised $12.0M in total across 2 funding rounds.
Fintary has raised $12.0M across 2 funding rounds. Most recently, it raised $10.0M Series A in January 2025.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| Jan 1, 2025 | $10M Series A | Infinity Ventures | Emphasis Ventures (emvc), Sierra Ventures | Announced |
| Jun 1, 2023 | $2M Seed | — | Alumni Ventures, Angel Investor, Coelius Capital, Liza Landsman, Sheila Lirio Marcelo, Gwyneth Paltrow, Othman Laraki | Announced |
Fintary has raised $12.0M in total across 2 funding rounds.
Fintary's investors include Infinity Ventures, EMVC, Sierra Ventures, Alumni Ventures, Angel investor, Coelius Capital, Liza Landsman, Sheila Lirio Marcelo, Gwyneth Paltrow, Othman Laraki.
Fintary is an AI-powered revenue growth platform that automates commission and financial operations for insurance organizations, including brokerages and carriers. It solves manual inefficiencies like spreadsheet-based reconciliations, enabling faster agent payouts, precise revenue forecasting, and margin improvements—such as 34% gross profit increases within 60 days and tripling book value from recovered revenue.[2][3][1] Serving over 50 leading insurance businesses, Fintary drives 10% monthly revenue growth by transforming commission headaches into competitive advantages, with features like weekly payouts, producer transparency portals, and AI-driven insights into persistency and chargebacks.[2][1]
The company recently secured a $10 million Series A led by Infinity Ventures, with Sierra Ventures and others participating, bringing total funding to $12.8 million. This capital fuels product expansion amid rising demand for insurtech tools that optimize operations in a tech-adapting insurance sector.[1][4]
Fintary was founded by Qiyun Cai, who previously built and scaled a rapidly growing insurance brokerage. The idea emerged from her personal frustration: up at 2 AM reconciling commissions for the third night in a week, drowning in spreadsheets while growth opportunities slipped away amid agent demands for faster pay and better visibility.[3][4] Recognizing manual processes as a growth bottleneck, Cai partnered with tech experts who shared deep insurance domain knowledge, processing millions in commissions themselves.[3]
Early traction stemmed from this insider perspective on insurance complexities like hierarchies, splits, overrides, chargebacks, and health insurance reconciliations. Rather than just automating the status quo, Fintary was built to enable future scalability, evolving from Cai's brokerage pain points into a platform backed by former executives, specialized engineers, and operations pros.[3][5]
Fintary stands out in insurtech by blending insurance-specific expertise with AI automation, going beyond generic tools:
These features have reduced teams from 5 to 2 people handling commissions while recovering lost revenue.[2]
Fintary rides the insurtech wave, where AI addresses insurance's operational drag amid digital transformation pressures. The sector faces market forces like rising competition, agent retention challenges, and regulatory demands for accuracy, making tools that cut inefficiencies timely—especially as carriers and brokerages scale post-pandemic.[1][2] By automating what traditionally bottlenecks growth (e.g., manual commissions eating margins), Fintary influences the ecosystem: it empowers faster experimentation with growth strategies, improves profitability, and sets a standard for AI in financial ops, potentially accelerating industry-wide adoption of predictive analytics.[1][3]
Its US-based focus on brokerages and carriers positions it amid favorable tailwinds, including investor enthusiasm (e.g., Series A from VCs like Infinity and Sierra) and a shift toward weekly cadences in a monthly-norm industry.[1][4][5]
Fintary's trajectory points to rapid expansion, leveraging its $12.8 million war chest to enhance AI capabilities, enter new insurance verticals, and scale to hundreds of clients—capitalizing on proven 10% monthly growth metrics.[1][2][4] Trends like AI ubiquity in fintech, agent-centric models, and real-time financials will propel it, potentially disrupting legacy systems as insurtech matures. Its influence could evolve from niche optimizer to ecosystem standard-setter, humanizing tech with founder-led empathy while dominating commission automation.
This positions Fintary as a prime bet in insurtech's revenue revolution—streamlining ops so insurance firms can finally prioritize growth over grind.[1][3]