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Counterpart Holdings Inc.

Covina, CA · Founded 2021
LAST FUNDING
$50.0M
Series A

Counterpart is the first Agentic Insurance™ system specializing in management and professional liability insurance.

Funding history

RoundAmount
Series A$50.0M
SEC Form D filed
May 15, 2026·May 19, 2023·Jan 11, 2022

About Counterpart Holdings Inc.

How much funding has Counterpart Holdings Inc. raised?

Counterpart Holdings Inc. has raised $50.0M in total funding. The most recent round was Series A.

Where is Counterpart Holdings Inc. headquartered?

Counterpart Holdings Inc. is headquartered in Covina, CA.

What does Counterpart Holdings Inc. do?

Counterpart is the first Agentic Insurance™ system specializing in management and professional liability insurance.

What problem does Counterpart Holdings Inc. solve?

Small businesses and the brokers serving them face slow, inefficient underwriting, risk management, and claims processes for management and professional liability insurance.

What's Counterpart Holdings Inc.'s solution?

Counterpart provides management and professional liability insurance (D&O, EPL, fiduciary, crime, professional liability, etc.) delivered through an 'Agentic Insurance' platform covering underwriting, broker tools, risk mitigation, and claims.

What makes Counterpart Holdings Inc. different?

The company cites concrete performance numbers: 3-5x faster response times with 90-minute turnaround on digital applications, 35,000+ policies written, 94% customer satisfaction, claims closed 2x faster than industry average, and 350+ ready-to-use risk mitigation templates.

What makes Counterpart Holdings Inc. notable?

Counterpart was founded by CEO Tanner Hackett in 2019 and is backed by Valor Equity Partners and Vy Capital; it raised a $30M funding round for its management liability insurance platform.

Leadership

Executive Officer, Director
LinkedIn ↗
John Hering
Director
Michael Sapner
Director
Jon Shulkin
Director
Industry
B2B
Founded
2021
HQ
Covina, CA
Raised
$50.0M
Stage
Series A

Related terms

❝ Cite this page

Free to use in articles, research, and reference works. Stable URL, will not change. Data on this page last updated September 3, 2026.

MLA
"Counterpart Holdings Inc.: Funding & Investors." SoCal.Startups, September 3, 2026, https://socalstartups.io/companies/counterpart-holdings-inc. Accessed September 29, 2026.
APA
SoCal.Startups. (2026). Counterpart Holdings Inc.: Funding & Investors. Retrieved September 29, 2026, from https://socalstartups.io/companies/counterpart-holdings-inc
WIKIPEDIA (CITE WEB)
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