# Reltio > Trusted, real\-time data\. Fast\. \-\- Context Intelligence and AI\-Powered Data Unification for the Enterprise\. ## At a glance | Field | Value | | --- | --- | | Category | Data & Analytics | | Type | Solutions Provider | | Region | NA | | Headquarters | Redwood City, California, USA | | Founded | 2011 | | Stage | Enterprise | | Employees | 501-1000 | | Funding | Series E (Acquired -- pending SAP close) | ## Overview Reltio is a cloud-native Master Data Management (MDM) and data unification platform delivering Context Intelligence for enterprises across financial services, insurance, healthcare, retail, and manufacturing. Founded in 2011 and headquartered in Redwood City, California, Reltio unifies siloed data into trusted, AI-ready information assets through real-time entity resolution, multidomain MDM, and AI-powered governance. Named a Leader in the Forrester Wave for Master Data Management in 2025, Reltio serves more than 2,000 customers across 140+ countries. The company achieved unicorn status in 2021 with a USD 1.7B valuation following a USD 120M Series E round led by Brighton Park Capital. On March 27, 2026, SAP announced its agreement to acquire Reltio to make SAP and non-SAP enterprise data AI-ready; the transaction is expected to close in Q2 or Q3 2026, subject to regulatory approval. For insurance, Reltio offers prebuilt data models, match rules, and workflows tailored to carrier best practices, enabling insurers to unify customer, policy, claims, and agent data from legacy systems into a single trusted source of truth. Named insurance customers include Aviva, CSAA Insurance, Empire Life, American Family Insurance, Mercury Insurance, Shelter Insurance, Securian, and Aon. ## Products & services ### Reltio Intelligent 360 Activates context-rich 360-degree views of policyholders, agents, households, policies, and claims across enterprise systems in real time. Enables carriers to improve quote-to-bind rates, increase multi-policy adoption, and identify coverage gaps through household data unification. **Key features:** - Unified customer and household relationship graphs - Real\-time data delivery across all connected applications - AI\-powered first\-call resolution and agent productivity improvements *Target users:* Carriers, brokers, MGAs ### Reltio AgentFlow Purpose-built autonomous AI agents grounded in governed enterprise data. Supports automated governance workflows and business process automation for underwriting, claims, and fraud detection. **Key features:** - AI agents for fraud pattern detection across policyholders, beneficiaries, and suppliers - AI underwriting scoring with unified risk profiles and external data - Prebuilt insurance workflow agents *Target users:* Carriers, underwriting and claims teams ### Multidomain MDM AI-powered data unification engine that transforms siloed customer, policy, location, supplier, and financial master data into trusted golden records across the enterprise. **Key features:** - LLM\-driven entity resolution and matching models - Continuous data quality curation and monitoring - 1,000\+ prebuilt low\-code/no\-code connectors \(including Verisk, Moodys, and Dun & Bradstreet\) *Target users:* Enterprise carriers and financial services firms ### Reltio for Insurance Velocity Pack Prebuilt insurance data model with entity types for insureds, brokers, agents, and policies. Accelerates deployment and reduces implementation risk through out-of-the-box match rules, workflows, and dashboards aligned to insurance industry best practices. **Key features:** - Prebuilt entity types for insurance domain - Automated compliance checks for AML, KYC, NAIC, and suitability standards - Householding that groups related individuals and policies automatically *Target users:* Insurance carriers deploying MDM for the first time or migrating from legacy systems ### Data Integration Low-code/no-code integration layer with 1,000+ prebuilt connectors to core systems, cloud platforms, and data providers. **Key features:** - Native connectors to Salesforce Sales Cloud, Service Cloud, and Veeva CRM - AWS and Google Cloud Platform connector support - Real\-time bi\-directional data synchronization *Target users:* IT teams, data engineering, enterprise architects ## Category & focus - Subcategories: Master Data Management, Data Unification, Entity Resolution, Data Quality, AI Data Governance - Insurance verticals: P&C Personal, P&C Commercial, Life & Annuity, Health, Specialty/E&S - Target customers: Carriers, Brokers, MGAs/MGUs, Reinsurers ## Notable customers - Empire Life - CSAA Insurance - Aviva - Mercury Insurance - American Family Insurance - Shelter Insurance - Securian - Aon - 60% increase in first\-call resolution - \~USD 1M data platform TCO savings - 77% data quality improvement - 99% faster RFI response times ## Links - Website: - Directory profile: - Blog: - Careers: - Partners: - Press releases: - Insurance solutions: - Security & compliance: - Sap acquisition announcement: --- *Last updated: 2026\-06\-05*