Fintary

Automate the full insurance commission lifecycle -- from calculation and reconciliation to reporting and distribution.

Distribution & Sales Growth Series A

Overview

Fintary is a commission management and revenue analytics platform for insurance distribution organizations, serving agencies, brokers, carriers, and life and annuity firms. The platform automates the end-to-end commission lifecycle -- calculation, reconciliation, reporting, and payment distribution -- replacing spreadsheet-based workflows and disconnected systems.

The platform ingests carrier commission data in multiple formats and reconciles it against internal records automatically. It handles complex compensation structures including hierarchies, splits, overrides, and bonuses. A white-label producer portal gives agents and producers 24/7 self-service visibility into their commissions and book of business. Integrations cover major agency management systems including Applied Epic, BenefitPoint, Salesforce FSC, Agency Integrator, SmartOffice, OneHQ, and carrier download systems.

Fintary was founded in 2021 and raised a USD 10M Series A in November 2025 led by Infinity Ventures and Sierra Ventures, bringing total funding to USD 12.8M. The platform processes over USD 500M in commission volume annually across 50+ insurance organizations and was named among the Top 25 InsurTech Companies of 2025 by the Financial Technology Report.

Products & Services

Compensation Calculation & Reporting

Automates complex commission structures including hierarchies, splits, overrides, and bonuses. Reconciles carrier-provided commission data formats to eliminate manual data entry, with real-time accuracy and consistency across all payout calculations.

Key Features

Automated reconciliation of carrier commission statement formats
Support for complex compensation hierarchies, splits, and overrides
Real-time payout accuracy across agents and divisions

Target Users: Insurance agencies, carriers, life and annuity organizations

Business Insights & Analytics

Provides real-time profitability visibility segmented by line of business, carrier, product, and individual agent. Enables revenue optimization analysis and performance benchmarking across divisions.

Key Features

Profitability dashboards by line, carrier, and product
Individual agent and division performance benchmarking
Revenue optimization opportunity identification

Target Users: Agency principals, finance teams, operations managers

Revenue Management

AI-powered data extraction and reconciliation from carrier download formats, automating the matching of carrier statements to internal records to eliminate discrepancies.

Key Features

AI-native data extraction from multiple carrier formats
Automated statement-to-internal-record matching
Discrepancy detection and resolution workflow

Target Users: Insurance agencies, carriers, health insurance organizations

White-Label Producer Portal

24/7 self-service portal giving agents and producers visibility into commissions, book of business, and performance metrics, reducing administrative support overhead.

Key Features

Branded producer-facing commission dashboard
Book of business and performance visibility
Self-service access reduces back-office inquiry volume

Target Users: Insurance producers, agents, agency staff

At a Glance

Founded: 2021
Headquarters: United States
Employees: 11-50
Funding: Series A

Category & Focus

Category: Distribution & Sales
Subcategories: Commission Management Revenue Analytics Producer Compensation
Insurance Verticals: Life & Annuity P&C Commercial P&C Personal Health Group Benefits
Target Customers: Agents/Agencies, Carriers, Brokers, MGAs/MGUs