Advise Insurance: Funding, Investors & Team (Oct 2026)
Advise is a Medicare concierge agency that focuses on serving seniors within their community. In addition to helping seniors compare and select health insurance, Advise provides services that support the full spectrum of healthy senior living. Advise Health Holdings also manages and operates Bloom Insurance, a value-based Medicare enrollment platform with licensed agents in all 48 contiguous states.
Advise Insurance has raised $100M across 1 funding round on record, the most recent a Series A of $100M announced in Mar 2021.
That round is above the $15M median round size for Financial Services companies tracked on FundedIQ over the last two years.
Advise Insurance Company Profile and Key Stats
Latest funding round on record: Mar 2021.
Advise Insurance Funding Rounds
Advise Insurance Founders and Leadership Team
No contact details are on record for this team yet.
Advise Insurance Funding Compared to Other Financial Services Startups
Advise Insurance's latest round of $100M is above the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.
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Advise Insurance Funding FAQs
What does Advise Insurance do?
Advise is a Medicare concierge agency that focuses on serving seniors within their community. In addition to helping seniors compare and select health insurance, Advise provides services that support the full spectrum of healthy senior living. Advise Health Holdings also manages and operates Bloom Insurance, a value-based Medicare enrollment platform with licensed agents in all 48 contiguous states.
How much funding has Advise Insurance raised?
Advise Insurance has raised $100M across 1 round on record. The most recent is a Series A of $100M announced in Mar 2021.
When did Advise Insurance last raise funding?
Advise Insurance's most recent funding round on record is a Series A of $100M, announced in Mar 2021.
Who is the CEO of Advise Insurance?
Andrew Clifton is listed as CEO at Advise Insurance.
Where is Advise Insurance headquartered?
Advise Insurance is based in Bloomington, Indiana, United States.
How many employees does Advise Insurance have?
Advise Insurance is in the 101-250 employee band.
How does Advise Insurance's funding compare to other Financial Services startups?
Advise Insurance's latest round of $100M is above the $15M median round size for Financial Services companies on FundedIQ across 5,751 tracked companies over the last two years.
About FundedIQ's Advise Insurance Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for Advise Insurance is left off this page rather than filled in.
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