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Proformex Logo
Proformex Growth Score
59
CB Rank
46215
Heat Score
69
Proformex is an inforce data platform that manages life insurance and annuities.
Founded
obfuscation
PrivatePrivate Equity Cleveland, Ohio, United States11-50 proformex.com
FinTech
Insurance
InsurTech
Software
Overview

Proformex
Total Funding
obfuscation
Growth Score
59
Heat Score
69

Total Funding
obfuscation
Private Equity raised
obfuscation
Growth Score59
-3 pts
in past quarter
Heat Score 69
-2 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Proformex

CB Rank
46215
Proformex is an inforce data platform that manages life insurance and annuities.
Founded
obfuscation
PrivatePrivate Equity Cleveland, Ohio, United States11-50 proformex.com
FinTech
Insurance
InsurTech
Software

Funding Rounds

Private Equity
OBF
in
obfuscation
Seed
OBF
in
obfuscation
Seed
OBF
in
obfuscation

Key People

  • Photo of Kris Beck
    Kris Beck: CEO
    Past Role: MACROPOINT, Vice President Product & Customer Success
  • Photo of Mike Pepe
    Mike Pepe: Founder & Chief Strategy Officer

Details

Legal Name Proformex, Inc.
Operating Status Active
Company Type For Profit
Founders  Mike Pepe
About the Company
Proformex is the leading inforce management platform offering data aggregation, analytics and portfolio monitoring for life insurance and annuities. The company was founded in 2016 and headquartered in Cleveland, Ohio, United States.
Phone Number +1 855 341 1331
Contact Email hello@proformex.com
Diversity Spotlight 
Women Led
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Proformex Platform
A digital platform that consolidates life insurance and annuity policy data from multiple carriers to provide comprehensive visibility, analytics, and alerts for managing inforce policies.
PolicyGuard®
A policy event-driven marketing solution that automates notifications to activate client engagement and create new sales opportunities at scale.

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Financials

Company Funding

Total Funding Amount 
obfuscation
Number of Funding Rounds 3
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Private Equity Round - Proformex Logo
Private Equity Round - Proformex
1
obfuscation
— Private Equity
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Private Equity Round - Proformex Logo
Private Equity Round - Proformex
1
obfuscation
— Private Equity
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Private Equity Round - Proformex Logo
Private Equity Round - Proformex
1
obfuscation
— Private Equity
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Private Equity Round - Proformex Logo
Private Equity Round - Proformex
1
obfuscation
— Private Equity
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Private Equity Round - Proformex Logo
Private Equity Round - Proformex
1
obfuscation
— Private Equity

Funding Rounds

Total Funding Amount 
obfuscation
Number of Funding Rounds 3
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Private Equity Round - Proformex Logo
Private Equity Round - Proformex
1
obfuscation
— Private Equity
obfuscation
Private Equity Round - Proformex Logo
Private Equity Round - Proformex
1
obfuscation
— Private Equity
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Private Equity Round - Proformex Logo
Private Equity Round - Proformex
1
obfuscation
— Private Equity
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Private Equity Round - Proformex Logo
Private Equity Round - Proformex
1
obfuscation
— Private Equity
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Private Equity Round - Proformex Logo
Private Equity Round - Proformex
1
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— Private Equity

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.
Investor Name  
Lead Investor  
Funding Round  
Partners  
Atlas Merchant Capital Logo
Atlas Merchant Capital
—
Private Equity Round - Proformex Logo
Private Equity Round - Proformex
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Atlas Merchant Capital Logo
Atlas Merchant Capital
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Private Equity Round - Proformex Logo
Private Equity Round - Proformex
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Atlas Merchant Capital Logo
Atlas Merchant Capital
—
Private Equity Round - Proformex Logo
Private Equity Round - Proformex
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Atlas Merchant Capital Logo
Atlas Merchant Capital
—
Private Equity Round - Proformex Logo
Private Equity Round - Proformex
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Atlas Merchant Capital Logo
Atlas Merchant Capital
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Private Equity Round - Proformex Logo
Private Equity Round - Proformex
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Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 4 Board Members and Advisors 1 Contacts 28

Employee Profiles

Board Members and Advisors

News

News and Press

News•Nov 1, 2023
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News•Feb 8, 2023
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News•Jul 20, 2022
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News•Mar 15, 2022
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

5,535

IT Spend

$487KThis year, Proformex is projected to spend $487K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
English Language Arts (ELA) Educator Resources Logo
English Language Arts (ELA) Educator Resources
96
Office Remodel Logo
Office Remodel
92
Squarespace Logo
Squarespace
85

Active Website Tech Count

29Proformex is actively using 29 technologies for its website, according to BuiltWith. These include Viewport Meta, DNSSEC, and  Mobile Non Scaleable Content.
Sub-Organizations
Frequently Asked Questions

Where is Proformex's headquarters? Proformex is located in Cleveland, Ohio, United States.Who invested in Proformex? Proformex is funded by Atlas Merchant Capital.When was the last funding round for Proformex? Proformex closed its last funding round on
obfuscation
from a Private Equity round.Who are Proformex's competitors? Alternatives and possible competitors to Proformex may include Oracle, Cognizant, and  Sapiens.How much funding has Proformex raised to date? Proformex has raised
obfuscation
.
Who We Are
What We Do
Helpful Links
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