Pasito
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Pasito builds an AI-powered workspace that helps organizations manage the full employee benefits lifecycle, from initial quotes through claims processing. The platform serves employers and HR teams seeking to simplify benefits administration for their employees.
Also known as Pasito Inc. · pasito.ai
Founders & leadership
Investors · 6
Also in the syndicate · 1
Funding
SEC filings, press & company announcements$21M disclosed across 1 of 4 rounds · 2022–2026
- $21MSeries AFeb 2026 · 4 sources
Insight Partners (lead), MTech Capital, Y Combinator
Source ↗
Source: company announcements and press reports — follow each round's link for the claim.
Company profile
researched Aug 2026Pasito is a New York-based insurtech company building an AI-native workspace for group health, life and retirement benefits. Its platform ingests unstructured plan documents and employee census data and converts them into a structured data layer, replacing manual plan building and enabling automation across sales, quoting, marketing, enrollment, employee support and claims. On top of this core agentic layer, Pasito offers pre-configured engagement agents that generate benefits guides, microsites, highlight sheets, personalized recommendations, plan comparisons, sales materials, customer support answers, translations and omnichannel communications, along with proposal intake that extracts data from uploaded proposals for side-by-side comparison and a conversational AI benefits assistant with administrator controls for tone, custom instructions and source documents.
The company was founded in 2021 and participated in Y Combinator's Summer 2022 batch. Its earlier positioning centered on helping employees make better health and retirement benefit elections by integrating with company HR systems and processing census, health, financial and family data; the current product is oriented toward carriers, brokers, benefits consultants, financial institutions and employers as an operating system for the full benefits lifecycle. Pasito states it plans to let clients build proprietary AI agents inside its workspace and launch fully white-labeled experiences.
Founding story
Pasito was founded in 2021 by Pauline Roteta, Ignacio Ampuero and Julie Scotland and joined Y Combinator's Summer 2022 batch. Roteta, a CFA and Certified Financial Planner® who was previously a Senior Investor and Portfolio Manager at BlackRock, a Fulbright Scholar and a Vanderbilt University B.Eng. graduate, cited first-hand experience of how benefits affect a family's financial, physical and mental health, and of the wasted employer spend caused by benefits that employees do not engage with. Ampuero, CTO, previously worked on Amazon Alexa's knowledge graph at Graphiq, acquired by Amazon; Scotland, whose title has been given as Chief Growth Officer and Co-Founder and CMO, previously led growth at MyCase within AppFolio and ran Migration Marketing Consulting.
Business model
Pasito sells software to organizations in the benefits value chain — carriers, brokers and consultants, financial institutions, retirement advisors and recordkeepers, and employers — with demos scheduled through its site and a client success manager assigned to each client for onboarding, training and support. The company reports annual recurring revenue, indicating a subscription-based commercial model.
Recurring revenue from platform subscriptions; the company reported scaling ARR 50x over the year preceding its February 2026 Series A.
Traction
The company reports $106B in premiums managed by organizations on the platform, 8 million employees supported and more than 7,200 employers using Pasito. Over the year preceding its February 2026 Series A it scaled ARR 50x and expanded deployments across thousands of employers. A Hub International strategic account manager is quoted stating over 50% of employees actively engaged in a first-year open enrollment with Pasito. Team size is listed at 20.
Latest developments
On February 3, 2026 Pasito announced a $21 million Series A led by Insight Partners with participation from Y Combinator and MTech Capital. The proceeds are directed at scaling its agentic infrastructure and extending AI automation to more product lines and workflows, growing forward-deployed teams, and expanding sales and marketing. Insight Partners vice president Alexandra Lundin joined the coverage of the round alongside MTech Capital partner Brian McLoughlin. Planned roadmap items include client-built proprietary AI agents within the workspace, fully white-labeled experiences and automation across the full benefits lifecycle.
▸Full profile — market position, technology, go-to-market, geography, history
Market position
Pasito positions itself as an AI-native workspace for the benefits industry, comparing its role in insurance and group benefits to that of AI-first companies in the legal industry. It reports that organizations operating on the platform manage $106B in premiums, that it supports 8 million employees and more than 7,200 employers, and that it has become an operating platform for some of the largest US carriers and brokerages.
Pasito emphasizes a single AI-native system spanning the full benefits lifecycle rather than point tools, with a structured benefits data layer built from unstructured plan and census documents, claimed 98% plan-construction accuracy against a 74% industry average, per-client model customization without data sharing, a zero-data-retention arrangement with its AI provider, and HIPAA alignment plus SOC 2 Type II certification.
Technology
The platform is built on an agentic AI infrastructure whose core AI ingests plan documents and employee census data to produce structured benefit intelligence used for automated plan construction; the company states its agents achieve 98% accuracy in plan construction versus a 74% industry average cited to LIMRA. Engagement agents orchestrate downstream workflows such as decision support, plan comparisons, guides, microsites, communications, claims reminders, RFP management, document audits and translations. The company describes per-client data isolation in dedicated trust zones, AES-256 encryption at rest and TLS 1.2+ in transit, role-based access controls under a zero-trust model, 24/7 monitoring, penetration testing and code analysis, HIPAA alignment with Business Associate Agreements, and a SOC 2 Type II audit by Prescient Assurance. Models are customized per client using only that client's data plus Pasito's generalized training data, and the company maintains a Zero Data Retention agreement with Anthropic, the provider of Claude, so inputs and outputs are processed ephemerally.
Go-to-market
Enterprise sales through demo requests and direct engagement with carriers, brokers and employers, supported by forward-deployed teams that work with clients to automate custom, high-value workflows. Series A proceeds are earmarked in part for expanding sales and marketing to meet enterprise demand and broaden distribution across the benefits ecosystem; the company was also hiring partner marketing and product marketing roles for US-remote positions.
Insurance carriers, brokers and benefits consultants, financial institutions, retirement advisors and recordkeepers, and employers of varying size, with end users being the employees who select and use benefits. Named customers include Reliance Matrix, New York Life, OneDigital and Daybright Financial.
Geography
Headquartered in New York City, New York, with customers described as among the largest carriers and brokerages in the United States; job listings are US-remote.
History
Founded in 2021, Pasito went through Y Combinator in Summer 2022 and announced a $3.25 million seed round in October 2022 to build integrations with HR systems and guide employees through benefits selection and year-round engagement. The product subsequently expanded from employee-facing decision support into an agentic AI workspace for carriers, brokers and employers spanning quoting through claims, and in February 2026 the company announced a $21 million Series A led by Insight Partners.
Compiled by commissioned research from 8 cited public sources — announcements, filings, and press listed under research sources below.
Key figures
latest reportedCompany-reported or press-reported figures, each dated to when it was claimed — not independently audited.
Timeline · 4
launches, deals, and filingsPasito announced a $21 million Series A led by Insight Partners with participation from Y Combinator and MTech Capital, to scale its agentic AI infrastructure, grow forward-deployed teams and expand sales and marketing.
$21M source ↗
Pasito states it has completed an independent SOC 2 Type II audit by Prescient Assurance covering security, availability and confidentiality, and that its systems and processes meet HIPAA requirements, including Business Associate Agreements where applicable.
Pasito announced $3.25 million in seed funding with participation from Google, Y Combinator, Core Innovation Capital and FiDi Ventures, plus strategic angels including founders of Dropbox, Simply Hired, Namely, Bennie and Papa, to fund product development, data and HRIS integrations and engineering hiring.
$3.3M source ↗
Pasito was part of Y Combinator's Summer 2022 batch, with Aaron Epstein as primary partner.
Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.
In the news
▸Research sources · 8
primary sources listed
- Pasitojoinpasito.com · web
8 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does Pasito do?
- Pasito is an AI-native workspace that automates group health, life and retirement benefits workflows from quote to claim.
- Who founded Pasito?
- Pasito was founded by Pauline Roteta, CFA, CFP®.
- Who are Pasito's investors?
- Pasito's investors include Core Venture Capital, FiDi Ventures, Insight Partners, MTECH CAPITAL, Y Combinator.
- How much funding has Pasito raised?
- Pasito has disclosed $21M raised across 1 of its 4 known rounds.