When Insurance Agency
Highwood, US · Founded 2020 · Delaware corporation
Find your way into When Insurance Agency
360 people in our graph share verified history with the When Insurance Agency team — schools, employers, funds. One of them is your warm intro.
Naomi Pilosof Ionitaunlockedknows Dan Wertheimer · together at Northwestern University (overlapped)
×3knows the team · via The University of Chicago Booth School of Business
×6knows the team · via Northwestern University
×2knows the team · via Target
Founders & leadership
AH
Andrew HamiltonExecutive
DW
Daniel WertheimerinExecutiveDaniel Wertheimer served as Senior Director of Innovation at Target, where he developed digital marketplace strategy and managed innovation portfolios including accelerator programs. Previously, he spent four years at Sagence, a management consulting firm focused on data management and analytics, where he advised retail, financial services, and investment banking clients.
KW
Kevin W. KoperskiNamed on SEC filing
Board
JM
Jeffrey MatersBoard director
Reported raises · per SEC filings
Form D private placements$15.7M disclosed across 4 rounds · 2021–2025
▶$10.2MraisedFeb 2026 · 20 investors · Other TechnologyRule 506(b)
▶$10.2MraisedFeb 2026 · 20 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Andrew HamiltonExecutive Officer, Director
- Jeffrey MatersDirector
- Robert GarberDirector
- Daniel V. WertheimerDirector
- Tara CongerDirector
- Todd SternDirector
- Nicole GundersonDirector
- Offering amount
- $10.2M
- Amount sold
- $10.2M
- First sale
- Dec 2025
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$3.8MraisedJul 2024 · 14 investors · Other TechnologyRule 506(b)
▶$3.8MraisedJul 2024 · 14 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Andrew HamiltonExecutive Officer, Director
- Daniel WertheimerExecutive Officer, Director
- Jeffrey MatersDirector
- Offering amount
- $4.6M
- Amount sold
- $3.8M
- First sale
- Jun 2024
- Incorporated
- Corporation, Delaware, 2020
- Federal exemptions
- 06b
▶$600KraisedJul 2023 · 2 investors · Other TechnologyRule 506(b)
▶$600KraisedJul 2023 · 2 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Andrew HamiltonExecutive Officer, Director
- Jeffrey MatersDirector
- Daniel WertheimerExecutive Officer, Director
- Offering amount
- $1.5M
- Amount sold
- $600K
- First sale
- Jun 2023
- Incorporated
- Corporation, Delaware, 2020
- Federal exemptions
- 06b
▶$1.1MraisedOct 2021 · 12 investors · Other TechnologyRule 506(b)
▶$1.1MraisedOct 2021 · 12 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Kevin W. KoperskiExecutive Officer, Director
- Andrew HamiltonExecutive Officer, Director
- Daniel V. WertheimerExecutive Officer, Director
- Offering amount
- $1.1M
- Amount sold
- $1.1M
- First sale
- Oct 2021
- Incorporated
- Corporation, Delaware, 2020
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Frequently asked questions
- How much funding has When Insurance Agency raised?
- When Insurance Agency has disclosed $15.7M raised across 4 rounds.
- Where is When Insurance Agency headquartered?
- When Insurance Agency is headquartered in Highwood, US.