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WealthSmyth AI is an all-in-one agency sales platform for the life insurance and annuities market, aiming to revolutionize distribution through an AI-first approach. The platform is designed to help…

WealthSmyth AI is an all-in-one agency sales platform for the life insurance and annuities market, aiming to revolutionize distribution through an AI-first approach. The platform is designed to help…
Sector: Life insurtech (agency sales platform)
Founded: 2024
Headquarters: Colorado Springs, Colorado
Product: AI-first all-in-one agency sales platform (pipeline, onboarding, commissions, AI assistant)
Early funding: Convertible note / pre-seed (Oct 2024)
Life insurance and annuities distribution; agency sales workflows and commission administration.
2024
Insurtech / Financial Services
750000.00
Company lists a convertible note round in Oct 2024; Crunchbase lists SalesSmyth as an investor. Company page references an accredited-investor SAFE offering ($500K target, $100K minimum).
“SalesSmyth; company offered accredited-investor SAFE”
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