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Advantage Insurance logo — A market leader in Private Placement Life Insurance and Capt...

Advantage Insurance

A market leader in Private Placement Life Insurance and Captive Management services

Founded 1993 Puerto Rico Puerto Rico 172 employees Private Equity Total: $239.06M Insurance, Life insurance

General Information

Company Name Advantage Insurance
Founded Year 1993
Location Puerto Rico Puerto Rico
Employees 172
Industries Insurance, Life insurance
Funding Stage Private Equity
Social

BounceWatch is an independent company data service, not affiliated with Advantage Insurance. To contact Advantage Insurance, visit advantagelife.com.

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About Advantage Insurance

Advantage Insurance is a market leader in Private Placement Life Insurance and Captive Management services, offering customized insurance solutions to high-net-worth individuals and business owners for their risk management and financial planning needs. Established in 1993 and headquartered in San Juan, Puerto Rico, Advantage operates globally with subsidiaries in Bermuda and the Cayman Islands. With a client base exceeding 600 and managing over $3 billion in insurance assets, the company has positioned itself as a prominent player in the insurance and life insurance sectors. Having recently secured a significant $239.06M Private Equity Round investment in March 30, 2021, Advantage Insurance has garnered attention from potential investors. While the details of the recent investment remain undisclosed, it has undoubtedly enhanced the company's financial standing and potential for further growth. As Advantage continues to expand its global presence and strengthen its position in the industry, the latest investment reaffirms investor confidence in its business model and growth prospects, laying a promising foundation for its future endeavors.

Business keywords: Insurance Services, Private Placement, Life Insurance, Captive Management, High-net-worth Individuals, Financial Planning, Wealth Management, Global Leader, Bermuda, Cayman Islands, Property and Casualty Insurance, Annuities, Business Insurance

Funding Rounds & Investors (1)

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Funding Stage Amount Investors Lead Investors Date
Private Equity Round $239.06M -
30 Mar 2021

Advantage Insurance Alternatives & Competitors

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Advantage Insurance vs
Thomas Financial
Thomas Financial United States

Life Insurance | Employee Benefits | Wealth Management | Retirement Planning

24 employees
Financial Services, Insurance
Advantage Insurance vs
GDK & Company
GDK & Company United States

Because life has value

18 employees
Financial Services, Insurance
Advantage Insurance vs
The Balaban Group, LLC
The Balaban Group, LLC United States

The Balaban Group, LLC is a leading life insurance, benefits, and estate planning firm in Los Angele...

6 employees
Financial Services, Insurance
View all alternatives

FAQ About Advantage Insurance

A market leader in Private Placement Life Insurance and Captive Management services
Advantage Insurance was founded in 1993.
Advantage Insurance is headquartered in Puerto Rico.
Advantage Insurance operates in Insurance and Life insurance. Its work centres on Insurance Services, Private Placement, Life Insurance and Captive Management.
Advantage Insurance has approximately 172 employees.
Advantage Insurance has completed 1 funding round, raising a total of $239.06M. The latest funding stage is Private Equity.
Top alternatives and competitors to Advantage Insurance include Thomas Financial, GDK & Company, The Balaban Group, LLC, Singlife, BUI. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Advantage Insurance and Thomas Financial are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Advantage Insurance, https://bouncewatch.com/company/advantage-insurance, updated 5 January 2025. When citing, please name BounceWatch and link this page.

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