Fulcrum

About Fulcrum

Fulcrum is a company focused on scaling insurance brokerages by providing intelligent, integrated platforms that automate manual work, boost capacity, speed, and enhance client experience. Their mission is to help insurance brokerages manage more accounts without increasing headcount.

Products & Services

Fulcrum Platform:An AI-powered copilot for the entire client lifecycle in insurance brokerages, covering sales and servicing with seamless integration into existing systems like Outlook and AMS. It automates data entry, triggers workflows, and produces polished outputs.

Automated Outputs:AI assistance to process messy insurance inputs and create polished outputs in minutes, eliminating manual data entry.

Safe, Secure AI:Enterprise-grade security with SOC-2 compliance, ensuring data privacy and security without using client data to train models.

Specialties

AI Automation Insurance Workflow Integration Client Lifecycle Management Data Security (SOC-2 Compliance)

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Seed and Series A T: - FT: Seed and Series A	A: 25000000 MR: - FA: 25 million FAN: 25000000	D: 2026-01-27 FD: 2026-01-27	4 investors

Seed and Series A Latest

2026-01-27

$25.0M

4 investors (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Mock Up

Team & Leadership

A

Arjun Mangla

Co-founder & CEO

S

Sambhav

Co-Founder & CTO

M

Matt

Head of Sales

A

Aparimeya

Founding Engineer

T

Taejin

Founding Engineer

L

Lexie

Head of Strategy and Ops

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Recent News

Fulcrum Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised