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Gefen

1 known investors

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Gefen provides a platform that algorithmically matches financial products to customer needs and distributes them through agent networks, helping financial advisors and insurance agents reduce administrative work to focus on client relationships. The platform partners with existing agencies to optimize agent-based distribution of complex financial services.

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Frequently asked questions

What does Gefen do?
Gefen provides a platform that algorithmically matches financial products to customer needs and distributes them through agent networks, helping financial advisors and insurance agents reduce administrative work to focus on client relationships. The platform partners with existing agencies to optimize agent-based distribution of complex financial services.
Who are Gefen's investors?
Gefen's investors include Perennial Partners.