CLOs on the Move


 
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Flow

At Flow, AI isnt just a feature—its the core of everything we do. We are transforming the wholesale insurance industry by building a futuristic insurance brokerage where AI powers every aspect of the experience. With advanced AI features already live in production and actively used by our brokers, we are pioneering Wholesale 3.0, equipping brokers with cutting-edge tools to provide unparalleled service. We are creating an ecosystem of AI agents designed to streamline processes and enhance decision-making in the insurance landscape. The industry relies heavily on text—emails, files, and documents—making Generative AI a perfect fit for solving its challenges. Flow leverages AI to deliver meaningful insights, deep analysis, and white-glove support for every transaction, no matter the deal size. By combining human expertise with Platformless AI, we are bringing back the art of wholesale insurance while eliminating the need for outdated portals. In the past seven months, weve grown 250% month-over-month(!) and are forecasting even more massive growth. Were a Series A startup with over $20M raised from top investors like Lightspeed, MunichRe Ventures, and industry angels.

Insurance Quantified

Insurance Quantified is a leading underwriting technology provider that arms commercial property and casualty insurance carriers and MGAs with the data and analytics they need to grow their business, improve underwriting profitability and be a preferred partner and employer. Backed by Two Sigma, a pioneer and global leader in the financial sciences, we believe that systematically delivering the right data to the right people at the right time will enable faster coverage decisions, more agile product innovation and significant risk reduction for all participants in the underwriting value chain. On June 20, 2023, Insurance Quantified acquired Groundspeed Analytics, the market leader in ingestion and data solutions to the commercial P&C industry. Together, the united technology capabilities, market success, and committed backing of Two Sigma creates an unparalleled underwriting technology partner for commercial insurers.

Sovereign Bank

Sovereign Bank is the largest tribally-owned bank in the United States, owned by the Citizen Potawatomi Nation. The bank focuses on community-driven banking, emphasizing relationships, trust, and financial empowerment for both Native and non-Native customers. It was rebranded in 2023 to honor its tribal heritage and continues to prioritize financial stability and self-sufficiency for families and businesses. With roots tracing back to the acquisition of First Oklahoma Bank in 1984, Sovereign Bank combines the capabilities of a large bank with a small-town, relationship-focused approach. The bank promotes personalized banking solutions tailored to individual needs and offers a Financial Learning Hub for education and empowerment. Sovereign Bank is dedicated to serving all communities and investing in people, fostering opportunity and stability for future generations.

White

White Drive Products, also known as White Drive Motors and Steering, is a global manufacturer specializing in hydraulic motors, steering solutions, and hydraulic pumps. Founded in the early 1960s by Harvey White and his family, the company has transitioned from agricultural implements to become a recognized leader in the hydraulic industry. It is part of the Interpump Group and is committed to innovation, quality, and customer satisfaction. The company offers a wide range of products, including hydraulic motors designed for various applications, advanced steering units for mobile hydraulic systems, and durable hydraulic pumps. White Drive Products also provides technical support and comprehensive repair and maintenance services to ensure optimal performance of its products. With manufacturing facilities in the United States and Europe, along with a global distribution network, the company effectively serves customers in sectors such as agriculture, construction, and mining.

Grassi

Grassi was founded in 1980 by Louis C. Grassi, with only an empty filing cabinet and a desk. Since then, Grassi has grown to become one of the nations largest accounting firms with more than 360 employees and nine office locations in the U.S. and Italy. Our team of experienced CPAs, CFOs, business consultants, forensic accountants, valuation experts, trust and estate specialists and tax advisors offer strategic advice and customized solutions to overcome all obstacles standing in the way of your greatest success. We do this through our commitment to add Strength in Certainty to every business decision and financial move you make.