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Counterpart

2 viewers · 30d

Total raised

$50.0M

+$50.0M this year

1 filing since 2026 · latest Equity filed

Cumulative raised
LAST ROUND
Equity · $50.0M
ROUNDS
1
INVESTORS
7
FOUNDED
2021
HQ
Covina, CA
SECTOR
Fintech
EMPLOYEES
N/A
30D VIEWERS
2

AI overview

Updated

Counterpart is an insurtech managing general agent that underwrites management and professional liability insurance for small and mid-sized businesses. It pairs specialist underwriters with purpose-built AI across broker services, underwriting, risk mitigation and claims, a model it markets as Agentic Insurance. Brokers submit business through digital applications or an API and get quotes and bindable coverage backed by A-rated capacity partners. The company is licensed in all 50 states and Washington DC and says it has processed more than 250,000 applications and issued more than 35,000 policies across five capacity partners.

What sets it apart

Counterpart bundles active risk mitigation and claims support into the policy rather than selling coverage as an annual transaction, and runs AI agents through underwriting and claims so a broker can get specialty liability terms for a small account in a market that has traditionally been manual and slow.

Funding history

1 round
EquityApr 6, 2026
Form D
+$50.0M$50.0M total

Latest SEC filings

via EDGAR · CIK 0001903766
Form D · Apr 6, 2026View on EDGAR

Products

1 tracked

Counterpart management liability insurance

Specialty commercial insurance

A suite of management liability coverages for private and nonprofit companies, including directors and officers, employment practices, fiduciary and commercial crime, underwritten on Counterpart's own technology platform and distributed through retail and wholesale brokers.

  • Directors and officers coverage for private and nonprofit companies
  • Employment practices and fiduciary liability lines
  • Commercial crime coverage
  • Digital broker applications plus API integration

Links

WebsiteLinkedInSEC EDGAR filings