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expertise with Platformless AI, we are bringing back the art of wholesale insurance while eliminating the need for outdated portals.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.

Alliance Animal Health

Alliance Animal Health is a multi-site business partner to veterinarians across the US. Alliance Animal Health allows veterinarians to continue to practice medicine independently while providing resources and assistance in business operations. Veterinarians retain all the benefits of being an independent practice, but gain the additional advantages associated with becoming part of a larger organization. These include access to professional marketing, inventory management expertise, purchasing power, recruiting support, collaborative synergies, and financial resources. Our network of general practice and emergency hospitals is as individual as you, and we like it that way! Our network of highly skilled partners and associate veterinarians work hard to deliver the quality of personalized care and attention that our profession deserves. We pride ourselves on maintaining a culture of open communication and collaboration to remain innovative and cutting edge in todays veterinary environment without disrupting the medical autonomy of our qualified veterinarians.

Chesapeake Bank

Chesapeake Bank is a community bank located in Kilmarnock, Virginia, serving the Northern Neck and Middle Peninsula regions. Established in April 1900 as Lancaster National Bank, it was founded to support local watermen, oystermen, and fishermen. Over the years, the bank has expanded its services to include farmers and various local businesses, adapting to the needs of the community. The bank offers a variety of banking services, including personal banking options like checking and savings accounts, personal loans, and credit cards. For businesses, Chesapeake Bank provides loans, lines of credit, and cash management services. Additionally, it offers investment services through Chesapeake Wealth Management. Known for its community-focused approach, Chesapeake Bank emphasizes treating customers like neighbors and actively engages in local initiatives.

TruStone Financial Credit Union

TruStone Financial Credit Union is a member-owned financial cooperative based in Plymouth, Minnesota. Founded in 1939 by eight educators, it has grown to become Minnesota’s second-largest credit union, serving members across Minnesota and Wisconsin through 13 branches. The credit union emphasizes financial education, reflecting its origins as a teachers credit union, and operates under a "For Life" philosophy that prioritizes long-term relationships with members and community prosperity. TruStone offers a range of services, including digital banking for account management, loans for auto, mortgage, and personal needs, as well as credit cards and investment products. It also provides business solutions such as commercial lending and business account services. The TruStone Foundation promotes financial literacy through partnerships and scholarship programs, supporting youth education in the community. The credit union continues to grow through strategic mergers and technological investments, enhancing its member services and operational efficiency.

Lockton Affinity

Lockton Affinity is a division of Lockton Companies that focuses on underwriting and distributing specialty insurance products. It operates in markets that are outside the standard offerings, catering to unique insurance needs. Lockton Companies, the parent organization, is a global insurance brokerage known for its client-focused and family-owned approach.