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iPipeline provides cloud-based software for the life insurance, pensions, and financial services sectors. Its platform offers an end-to-end solution that supports the entire sales cycle—from initial quotes and illustrations to electronic applications and policy processing. Targeting financial advisers, insurance carriers, and distributors, iPipeline delivers a suite of integrated tools on a subscription/licensing model to help clients streamline operations, cut down on paperwork, and speed up the sales process. Its products include quoting engines, e-applications, and policy processing that can be embedded into a client’s existing workflow. Compared to competitors, iPipeline emphasizes a cohesive, all-in-one platform designed for B2B use in insurance and wealth management, rather than a collection of standalone tools. The company’s goal is to enable faster, more accurate product recommendations and smoother policy administration across the life and retirement product lifecycle.
Industries
Data & Analytics
Enterprise Software
Financial Services
Company Size
501-1,000
Company Stage
Growth Equity (Venture Capital)
Total Funding
$104.4M
Headquarters
Upper Merion Township, Pennsylvania
Founded
2004
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Total Funding
$104.4M
Above
Industry Average
Funded Over
3 Rounds
Wellness Program
Flexible Work Hours
Employee Stock Purchase Plan
401(k) Company Match
iPipeline completes acquisition of Origo, advancing its vision for connected financial services. * Infrastructure * 01.09.2026 02:17 pm iPipeline(R), a leading global provider of digital solutions for the life insurance and financial services industry, today announced it has completed the acquisition of Origo following receipt of all required regulatory approvals, including approval from the UK Competition and Markets Authority. As financial services firms face growing pressure to modernize operations, improve customer experiences, and navigate increasingly complex technology environments, the ability to connect people, processes, and data has become a critical competitive advantage. This acquisition expands iPipeline's presence in the UK wealth and retirement market and further strengthens its ability to help customers navigate fragmented systems, manual processes, and disconnected experiences that continue to challenge financial services organizations worldwide. For decades, iPipeline has helped carriers, distributors, advisors, and financial institutions digitize and streamline critical business processes. Origo brings deep expertise within the UK market, enabling secure, trusted connectivity between providers, advisors and platforms, helping firms exchange information efficiently and reducing friction across complex financial ecosystems. As insurance, retirement, and wealth management become increasingly connected, firms are looking for technology that simplifies interactions across products, partners and channels. The acquisition strengthens iPipeline's ability to help customers create this connection, while expanding the capabilities needed to support the future of digital financial services. For Pat O'Donnell, Chief Executive Officer of iPipeline, bringing Origo into the organization reflects the company's vision for helping financial services firms operate in a more connected and efficient way. "As financial services organizations face growing pressure to modernize operations and deliver seamless customer experiences, the ability to connect people, processes and information has become increasingly important." "Origo's expertise in trusted connectivity aligns closely with iPipeline's strengths - enhancing our ability to help customers reduce complexity, improve collaboration and operate more effectively." Rachel Edwards, Managing Director, UK & Europe, iPipeline, continued "This acquisition brings together two organizations that share a common belief; the best innovation comes from working closely with customers and helping the industry solve real challenges." "By combining Origo's trusted connectivity capabilities with iPipeline's technology, we have an opportunity to create a more connected ecosystem that simplifies interactions, supports growth and delivers better experiences for the firms and customers we serve." "Just as importantly, we're bringing together two teams with a shared commitment to trusted connectivity, partnership and practical innovation. Those values will continue to guide us as we move forward together." That shared focus on connectivity, collaboration and customer outcomes was a natural fit for both organizations. Anthony Rafferty, Chief Executive Officer of Origo, said: "Origo has always focused on making it easier for firms to connect and work together. Joining iPipeline allows us to build on that mission while maintaining the transparent, collaborative approach our customers value." "We have an opportunity to strengthen the services our customers rely on today while helping drive greater efficiency and innovation across the industry." Customers can expect continuity throughout the transition. All services and solutions will remain available, connected and partner-friendly, with continued investment focused on helping firms simplify operations and strengthen collaboration across financial services. Together, iPipeline and Origo will continue investing in technology that connects people, processes and information, helping organizations navigate complexity and prepare for the future of financial services. The Origo and Unipass brands will continue as an iPipeline company.
iPipeline, a global provider of digital solutions for life insurance and financial services, has completed its acquisition of Origo after receiving all regulatory approvals, including from the UK Competition and Markets Authority. The acquisition expands iPipeline's presence in the UK wealth and retirement market. Origo specialises in secure connectivity between providers, advisors and platforms, helping firms exchange information efficiently. iPipeline chief executive Pat O'Donnell said the deal reflects the company's vision for helping financial services firms operate more efficiently. Rachel Edwards, managing director for UK and Europe at iPipeline, said the acquisition combines organisations sharing a belief that innovation comes from working closely with customers. All Origo services will remain available during the transition. The Origo and Unipass brands will continue as an iPipeline company.
JammJar integrates iPipeline protection sourcing technology. JammJar has integrated iPipeline's protection sourcing technology into its AI operating system, allowing mortgage advisers to access protection tools without leaving the platform. JammJar has integrated iPipeline's protection sourcing technology into its AI operating system as it looks to bring more of the mortgage and protection advice journey into a single platform. The integration will allow advisers using JammJar to access iPipeline's protection sourcing capabilities without moving between separate systems. JammJar said the move is designed to make protection a more natural part of the mortgage advice process while reducing manual administration and disconnected technology. The platform is built around an AI-led operating system intended to connect people, processes, communication and data across mortgage businesses. The iPipeline integration will form part of JammJar's next-generation platform launch, which is due to be unveiled during an online webinar on 17th September at 11am. The launch will also include enhanced AI capabilities, configurable workflow automation, AI agents, deeper Microsoft integration and a redesigned customer experience. Karl Griffin, chief executive officer and co-founder of JammJar, said: "Mortgage advisers have spent years having to work across different systems that don't talk to each other. Protection is a really important part of the advice journey, so it makes no sense for advisers to have to step outside the environment where they're already managing their clients and cases to access the tools they need. "That's what The Intermediary is changing with JammJar. The Intermediary is creating an intelligent layer across the mortgage business that connects people, processes, communication and data, with AI at the heart of it. The aim is to remove the manual administration and disconnected technology that gets in the way of advisers doing their jobs. "The Intermediary is not trying to build the next generation of CRM. The Intermediary is building what comes next - a smarter, more human way to run a mortgage business, and integrating iPipeline's protection sourcing technology is another important part of delivering that. "The iPipeline integration is also just one of a number of major developments we're about to unveil. If brokers want to see how it works in practice, and what else is coming to JammJar, I'd encourage them to register for our webinar on 17 September. We'll be demonstrating the next generation of the platform and showing what these changes mean for advisers day to day." Stephanie Hydon, AVP strategic sales partnerships at iPipeline, said: "Technology will play the most crucial role in making protection a more natural, consistent and efficient part of the mortgage advice journey. By integrating SolutionBuilder with JammJar we continue to remove friction from the protection advice process - increasing adviser confidence and increasing the time they spend on meaningful client engagement."
iPipeline introduces Novera API Hub, creating a connected life, annuity, and wealth ecosystem. * Wealth Management * 19.08.2026 02:48 pm iPipeline(R), a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industry, today announces the launch of the Novera API Hub, a developer experience that provides organizations with a simplified way to build, and test APIs workflows. Launching with Headless Annuities, the new hub on the Novera platform enables financial institutions, carriers, broker-dealers, IMOs, and wealth technology providers to embed annuity workflows directly within their existing platforms and digital processes for increased efficiency. As organizations look to modernize product lifecycles and customer experiences, they face growing pressure to deliver intuitive, branded digital journeys without adding operational complexity. iPipeline's Novera API Hub and Headless Annuities solution help to meet that challenge. Powered by iPipeline's AFFIRM(R) execution engine, Headless Annuities enables organizations to embed proven annuity processing, validation, and compliance capabilities directly into their own platforms and workflows. As part of iPipeline's comprehensive digital strategy to spearhead a connected life, annuity, and wealth ecosystem, Novera API Hub will have additional API-based capabilities launching in the coming months to further simplify workflows and support seamless digital experiences across the space. "Our vision for Novera is to create intelligent, connected digital processes, both for customers and businesses, across the full life, annuities, and wealth ecosystem", said Pat O'Donnell, Chief Executive Officer at iPipeline. "Advisors shouldn't have to leave the platforms they rely on every day to access critical annuity capabilities. Through the Novera API Hub, we're making it easier for organizations to bring those processes closer to where advisors work, starting with Headless Annuities." Through the interactive testing environment of the Novera API Hub, organizations can access API documentation, review endpoints and schema definitions, and test demo annuity APIs using sample data. "The launch of the Novera API Hub is a critical milestone in providing our customers with the flexibility to build processes aligned with their business strategies, technology investments, and evolving client expectations," said Katie Kahl, Chief Product Officer at iPipeline. "Headless Annuities is the first step in a comprehensive product roadmap, enabling our clients to tap Novera's API-first approach to create streamlined, intuitive digital workflows that support sustained, streamlined growth".
iPipeline has launched the Novera API Hub, a developer platform that enables organisations to build and test API workflows for life insurance, annuities, and wealth management. The hub initially features Headless Annuities, allowing financial institutions, carriers, broker-dealers, and wealth technology providers to embed annuity workflows directly into their existing platforms. Powered by iPipeline's AFFIRM execution engine, Headless Annuities integrates annuity processing, validation, and compliance capabilities into clients' own systems. Additional API-based capabilities will launch in coming months. The interactive testing environment provides access to API documentation, endpoint reviews, and demo testing with sample data. iPipeline, established in 1995, serves over 100 insurance carriers and 2,500 broker-dealers globally. The company operates as a business unit of Roper Technologies.
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Industries
Data & Analytics
Enterprise Software
Financial Services
Company Size
501-1,000
Company Stage
Growth Equity (Venture Capital)
Total Funding
$104.4M
Headquarters
Upper Merion Township, Pennsylvania
Founded
2004
Find jobs on Simplify and start your career today