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The Venture Codex

Assurant Ventures

260 Interstate North Circle, SE, Atlanta, GA, 30339, United States

Overview

Formalized in 2015, Assurant Ventures (“AGI”) is the corporate venture capital initiative of Assurant, a global leader in technology-enabled risk management solutions. AGI is focused on making equity investments in venture and growth stage technology companies that may be complementary or disruptive to Assurant’s core businesses.

Total investments
25
Lead investments
2
Investments · 12mo
1
Active investors
2

Sector focus

  • Finance
  • Financial Services
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Investment portfolio

  • Cloaked

    Participated · Series B · Mar 2026

    Founded in 2020, Cloaked provides a bundle of consumer privacy and security products such as multiple digital identities (emails, phone numbers, passwords), data removal services, identity theft insurance, VPN, and dark web monitoring. It has added AI-powered call screening and is expanding that screening to text messages, email, and browsing, while testing an AI agent that can take actions like changing compromised passwords. The company reported 10x growth last year, more than 350,000 paying customers, protection of over 10 million identities, cleanup of more than 1 billion records from data broker sites, and processing over 50 million scam or spam phone calls since launching call screening. Cloaked is beginning to roll out enterprise offerings that provide employees alerts, and give CISOs aggregated risk and remediation visibility. The startup has nearly 70 employees and intends to expand hiring across product, engineering, enterprise sales, and international markets, and competes with companies including 1Password, Gaurdio, Firefox, Proton, and Mozilla.

  • Occupi

    Led · Seed · Jul 2025

    Occupi provides an AI-driven payment and screening platform that offers seamless payment options, including traditional methods and digital cash wallets, to reduce operational friction for property managers. The company focuses on affordable and student housing markets and aims to cover multiple housing markets across the U.S. Occupi completed an oversubscribed seed funding round, raising $3.105 million. Investors include Fenway Summer and Assurant Ventures (co-leads), social impact firms Halcyon Venture Partners and Sorenson Impact Foundation, and various private investors. With the new funding, Occupi plans to hire experienced engineers in payments and proptech and roll out new product features. The company is also partnering with the Alabama Power Foundation to address affordable housing assistance programs as it scales.

  • Keep

    Participated · Equity · May 2025

    Keep offers an integrated financial operating system for Canadian small businesses, combining the country's first fintech business credit card with automated expense management, multi-currency accounts, and flexible global bill pay. The platform also automates bookkeeping and allows SMBs to send, receive, and store funds in one product suite. Keep launched in 2023 and has since scaled rapidly: it crossed C$20 million in annualized revenue in 2024, onboarded over 3,000 SMBs, and reports over 300% net dollar retention. The company positions itself to address shortcomings of legacy banks in Canada’s $500B+ small business banking market. Keep says the new funding will accelerate product rollout and help solve cash flow and operational challenges for entrepreneurs. By 2027 the company aims to serve 100,000 small businesses and help them save over a quarter billion dollars in fees annually.

  • Cardless

    Participated · Equity · Nov 2024

    Cardless offers a credit card issuance and management platform that allows product-first companies to build native credit experiences across the entire customer journey. Its technology is already used by high-profile partners such as Coinbase, Bilt, Alibaba, and Qatar Airways to create customized card programs. The platform handles everything from card design and underwriting to rewards and servicing, letting brands keep the customer relationship in-house. With the new capital, Cardless plans to expand existing card programs, roll out additional co-branded cards, and broaden its suite of financial products. The San Francisco-based firm is led by CEO and President Michael Spelfogel. Including the latest financing, Cardless has raised a cumulative $170 million to date, underscoring strong investor confidence in its model. No revenue or user figures were disclosed in the article.

  • Mesa

    Participated · Seed · Sep 2024

    Mesa is an Austin, TX-based provider of a membership platform built for homeowners. Its product suite includes the Mesa Credit Card, which earns redeemable reward points on monthly mortgage payments and everyday household purchases. It also offers Mesa Mortgage, awarding reward points for new mortgages or refinancing. Led by CEO and founder Kelley Halpin, the company emphasizes giving members real value for every dollar they spend on their home. Mesa raised $24M in a debt and equity financing round and intends to use the funds to accelerate rapid growth and product development. The raise brings Mesa's total capital raised to $33M. Mesa offers mortgage origination and refinancing that include a credit-card-style 1% cash back on the loan plus an unsecured, homeowner-focused rewards credit card issued in partnership with Celtic Bank. The card awards 1 point per dollar for mortgage payments, 2x for gas and groceries, and 3x for home services, and points can be redeemed for cash back, travel, gifts, or to offset mortgage payments. The card carries a typical credit-card APR in the low 20% range and credit limits are determined by applicants' credit histories. Mesa plans to add benefits such as discounts at home-improvement merchants and credits toward big-box memberships and home maintenance. The company says it will monetize via interchange fees, interest revenue, affiliate revenue, and mortgage lead generation. Mesa emerged from stealth on an invite-only waitlist, discloses no user or revenue figures, and currently employs 13 people.

Team

  • Robert Lonergan

    Founder, Executive Vice President & Chief Strategy Officer

  • Bob Lonergan

    EVP, Chief Strategy Officer

    LinkedIn