Fundraising Fox

Amwins

Charlotte, US · 5,422 employees on LinkedIn · 4 known investors

Amwins is a wholesale insurance broker and specialty insurance distributor that provides retail agencies and insurance carriers with access to specialty markets, proprietary products, actuarial services, and program development. It also partners with and acquires insurance businesses, holding trading relationships with over 23,000 retail agencies.

InsurTech

Founders & leadership

MS
M. Steven DeCarloManager
SM
Scott M. PurvianceManager
SSStuart Szabo
Stuart SzaboManager
BD
Baljit DailManager

Board

BR
Benjamin R. SloopManager
ME
Matthew EbbelManager
MSMarc Stad
Marc StadinManagerManaging Partner at Dragoneer Investment Group
DM
David MorinManager
RJ
Ryan J. ClarkManager
CR
C.N. Rupert AtkinManager
VG
Valerie G. BrownManager
JC
Joseph ConsolinoManager

Investors · 4

GenstarSan Francisco
New Mountain CapitalNew York
ParthenonBoston
Dragoneer Investment GroupreportedSan Francisco · $100K – $5Mvia Marc Stad · board

Reported raises · per SEC filings

Form D private placements

$1.1B disclosed across 28 rounds · 2014–2026

▶$32.6MraisedMay 2026 · 868 investors · Insurance
Rule 506(b)
Officers, directors & promoters on the filing
  • David MorinDirector
  • M. Steven DeCarloDirector
  • Patrick GordonDirector
  • Ryan J. ClarkDirector
  • Matthew EbbelDirector
  • Valerie G. BrownDirector
  • Joseph ConsolinoDirector
  • Benjamin R. SloopDirector
  • C.N. Rupert AtkinDirector
  • Scott M. PurvianceDirector
Offering amount
$32.6M
Amount sold
$32.6M
First sale
Apr 2026
Incorporated
Limited Liability Company, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$35.3MraisedOct 2025 · 239 investors · Insurance
Rule 506(b)
Officers, directors & promoters on the filing
  • David MorinDirector
  • Ryan J. ClarkDirector
  • M. Steven DeCarloDirector
  • Benjamin R. SloopDirector
  • Matthew EbbelDirector
  • Marc StadDirector
  • Valerie G. BrownDirector
  • Scott M. PurvianceDirector
  • Joseph ConsolinoDirector
  • C.N. Rupert AtkinDirector
Offering amount
$35.3M
Amount sold
$35.3M
First sale
Oct 2025
Incorporated
Limited Liability Company, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$11.9MraisedOct 2025 · 8 investors · Insurance
Rule 506(b)
Officers, directors & promoters on the filing
  • Benjamin R. SloopDirector
  • Valerie G. BrownDirector
  • Matthew EbbelDirector
  • Joseph ConsolinoDirector
  • M. Steven DeCarloDirector
  • C.N. Rupert AtkinDirector
  • David MorinDirector
  • Ryan J. ClarkDirector
  • Scott M. PurvianceDirector
  • Marc StadDirector
Offering amount
$11.9M
Amount sold
$11.9M
First sale
Oct 2025
Incorporated
Limited Liability Company, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$33.6MraisedJun 2025 · 1022 investors · Insurance
Rule 506(b)
Officers, directors & promoters on the filing
  • M. Steven DeCarloDirector
  • Valerie G. BrownDirector
  • Scott M. PurvianceDirector
  • Ryan J. ClarkDirector
  • David MorinDirector
  • Benjamin R. SloopDirector
  • Marc StadDirector
  • Joseph ConsolinoDirector
  • C.N. Rupert AtkinDirector
  • Matthew EbbelDirector
Offering amount
$33.6M
Amount sold
$33.6M
First sale
Apr 2025
Incorporated
Limited Liability Company, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$55MraisedApr 2025 · 17 investors · Insurance
Rule 506(b)
Officers, directors & promoters on the filing
  • Benjamin R. SloopDirector
  • Valerie G. BrownDirector
  • Joseph ConsolinoDirector
  • David MorinDirector
  • C.N. Rupert AtkinDirector
  • M. Steven DeCarloDirector
  • Scott M. PurvianceDirector
  • Ryan J. ClarkDirector
  • Matthew EbbelDirector
  • Marc StadDirector
Offering amount
$55M
Amount sold
$55M
First sale
Apr 2025
Incorporated
Limited Liability Company, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$13MraisedMar 2025 · 6 investors · Insurance
Rule 506(b)
Officers, directors & promoters on the filing
  • Valerie G. BrownDirector
  • Benjamin R. SloopDirector
  • C.N. Rupert AtkinDirector
  • Ryan J. ClarkDirector
  • M. Steven DeCarloDirector
  • Marc StadDirector
  • Scott M. PurvianceDirector
  • Matthew EbbelDirector
  • David MorinDirector
  • Joseph ConsolinoDirector
Offering amount
$13M
Amount sold
$13M
First sale
Mar 2025
Incorporated
Limited Liability Company, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$32.5MraisedNov 2024 · 208 investors · Insurance
Rule 506(b)
Officers, directors & promoters on the filing
  • M. Steven DeCarloDirector
  • C.N. Rupert AtkinDirector
  • Valerie G. BrownDirector
  • Benjamin R. SloopDirector
  • Matthew EbbelDirector
  • Joseph ConsolinoDirector
  • Marc StadDirector
  • David MorinDirector
  • Ryan J. ClarkDirector
  • Scott M. PurvianceDirector
Offering amount
$32.5M
Amount sold
$32.5M
First sale
Oct 2024
Incorporated
Limited Liability Company, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$27.3MraisedJun 2024 · 820 investors · Insurance
Rule 506(b)
Officers, directors & promoters on the filing
  • Scott M. PurvianceDirector
  • C.N. Rupert AtkinDirector
  • Matthew EbbelDirector
  • Valerie G. BrownDirector
  • Wiley (Skip) Cooper, IVDirector
  • Joseph ConsolinoDirector
  • Marc StadDirector
  • Ryan J. ClarkDirector
  • David MorinDirector
  • M. Steven DeCarloDirector
Offering amount
$27.3M
Amount sold
$27.3M
First sale
May 2024
Incorporated
Limited Liability Company, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Competitors · 3

by search overlap
Libertymutual1975 shared keywordsLiberty Mutual is an insurance provider offering personal insurance products including car, home, homeowners, and renters coverage to consumers. The company provides online quotes, claims handling, and support through both its website and mobile app.
Insureon1843 shared keywordsInsureon is an online insurance agency that lets small business owners fill out a single application and compare quotes from multiple A+ rated carriers for coverage such as general liability, professional liability (E&O), workers' compensation, commercial property, BOP, cyber, umbrella, and commercial auto. It pairs its online quoting technology and customer portal with licensed insurance producers and account managers who advise clients across the United States.
Nextinsurance1018 shared keywordsNEXT Insurance (ERGO NEXT) sells small-business insurance online, including general liability policies with product liability coverage for retailers, online sellers, wholesalers, and product makers. Customers can get a quote, customize coverage, and buy policies in about 10 minutes, with a mobile app for managing documents and filing claims.

Companies competing with Amwins for the same Google search keywords, organic and paid, via search-intersection analysis.

Frequently asked questions

What does Amwins do?
Amwins is a wholesale insurance broker and specialty insurance distributor that provides retail agencies and insurance carriers with access to specialty markets, proprietary products, actuarial services, and program development. It also partners with and acquires insurance businesses, holding trading relationships with over 23,000 retail agencies.
Who are Amwins's investors?
Amwins's investors include Genstar, New Mountain Capital, Parthenon, Dragoneer Investment Group.
How much funding has Amwins raised?
Amwins has disclosed $1.1B raised across 28 rounds.
Where is Amwins headquartered?
Amwins is headquartered in Charlotte, US.