CLOs on the Move


 
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Ethos

Ethos is a life insurance company founded in 2016 by Peter Colis and Lingke Wang. The company focuses on making life insurance more affordable and accessible by using technology to simplify the application process. Ethos operates as a licensed insurance agency, partnering with third-party carriers like Legal & General America, TruStage, and Ameritas. Ethos offers an online application process that provides instant quotes, allowing customers to apply for life insurance quickly. The company utilizes a proprietary underwriting engine to assess health and eligibility, ensuring suitable coverage options. Ethos also supports a network of independent insurance agents, facilitating both direct-to-consumer and agent-assisted sales. The primary product offered is term life insurance, tailored to meet individual needs. With significant funding from investors such as Sequoia, Accel, Google Ventures, Goldman Sachs, and Softbank, Ethos has established itself as a major player in the U.S. life insurance market, aiming to protect millions of families.

Imagenet LLC

Medical Claims Processing and Payer Solutions are Imagenets core business. Through our Paper to EDI, Adjudication, Claims Audit, and Contact Center solutions, Imagenet partners with each of our clients to ensure their compliance and business continuity needs are met, while helping implement bottom line efficiencies. All our solutions are Client Managed solutions, meaning your organization only supplies the business rules, and we respond with the tools, infrastructure, personnel, and subject matter experts, to accomplish the goals that your organization set out to accomplish. Our success is built upon our collaborative approach to engaging and delivering solutions to our trusted client partners. From our growing list of regional and locally staffed facilities, Imagenet performs as a natural extension of our client partners by delivering our solutions from local operating centers. Regional Facilities Located In: Arizona | California | Florida | Idaho | New Jersey | Pennsylvania | Texas | Washington

West Coast Community Bank

West Coast Community Bank is a full-service community bank headquartered in Santa Cruz, California, serving Monterey, San Luis Obispo, Santa Clara, and Santa Cruz counties since 2004. The bank is dedicated to community involvement, actively supporting local well-being through participation and donations to regional nonprofit organizations. In 2024, it merged with 1st Capital Bancorp to enhance its capabilities and better serve the community, with plans to rebrand all branches as West Coast Community Bank by 2025. The bank offers a variety of financial services for both businesses and individuals. These include business loans, commercial real estate financing, asset-based lending, construction lending, and agricultural loans. It also provides SBA and USDA government guaranteed loans, credit cards, merchant services, and digital banking solutions. For personal banking, West Coast Community Bank offers competitive deposit solutions and consumer banking services. The bank is recognized as a leading SBA lender in Santa Cruz County and Silicon Valley, reflecting its strong support for local businesses.