ReSource Pro
resourcepro.com
IT services
Actively hiring
Financial Services
Artificial Intelligence
Professional Services
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Overview
News
Salaries
Products
People
Growth
Offices
Financials
Funding and backers
Total raised
$88.4M
2 rounds on record
Latest round
$1M
Venture round · Dec 2020 · 5 yr ago
Team
383
US Form 5500 (plan participants) · Dec 2024
Backers
1
Harvest Partners
The money's age
Long since its last round
68 months since the last round · not hiring
Momentum
15/100
in the news
Last sign of life
this month
a posting or a news item
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
Nov 2, 2025
Acquisition ReSource Pro Acquires Supportive Insurance Services, Expands Compliance Leadership Across Insurance Licensing and Regulatory Services · businesswire.com
Apr 23, 2025
Partnership Resource Pro Partners with Ascend to Launch 'Direct Bill Complete' Offering for Insurance Brokerages · businesswire.com
Feb 21, 2024
New executive ReSource Pro names SVP for carrier practice · Insurance Business
Jan 2, 2024
Acquisition ReSource Pro Acquires Texas-Based Helix Agency Services · Insurance Journal
Oct 17, 2022
Acquisition ReSource Pro Acquires Florida-based MIS Insurance Services · Insurance News InsuranceNewsNet
Dec 31, 2020
Raised a round Venture round $1M · SEC Form D
Apr 11, 2018
Raised a round Venture round $87.4M · SEC Form D
2018
Founded
Funding rounds
| Round | Date | Amount | Investors | Source |
|---|---|---|---|---|
| Venture round | Dec 2020 | $1M | — | SEC Form D |
| Venture round | Apr 2018 | $87.4M | — | SEC Form D |
Registers and programsofficial lists and records that name the company
| Legal entity | ReSource Pro Holdings, LLC | SEC Form D |
Founders and leadersfrom filings, registers and the company's site
Daniel EpsteinExecutive Officer, DirectorSEC Form D
Matthew BrunoDirectorSEC Form D
Keith PennellExecutive Officer, DirectorSEC Form D
Norman MerrittExecutive Officer, DirectorSEC Form D
Andrew WhiteExecutive Officer, DirectorSEC Form D
Karl HaltemanExecutive OfficerSEC Form D
Backed byfrom the funds' portfolios and accelerator catalogs
Harvest Partners Similar startupsby what they do, their industry and backers
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News
Is your agency data ready for AI?
This report explores how insurance agencies can build a data foundation for AI adoption, carrier data management, data migration, and AI readiness.
Read more
Report
Surplus lines compliance: Licensing, tax filing & best practices
Surplus lines insurance, the non-admitted market, provides critical coverage for risks that standard admitted carriers will not or cannot insure. For wholesale brokers and MGAs, it represents significant revenue opportunity and equally significant surplus
Read more
Report
Insurance capacity management for sustainable growth
Insurance organizations are under pressure to grow, modernize, adopt AI, and improve profitability, all while managing one of their largest and most complex expenses: people. At Summit 2026, Stephen Murphy, Senior Practice Director for the Carrier Practic
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Report
The moment of loss is where insurance earns or loses relevance
Insurance has invested heavily in the front and back ends of the customer relationship. Underwriting has been refined over decades. Claims processing has been automated, streamlined, and restructured. The actuarial models have grown more sophisticated. Wh
Read more
Report
The AI trust gap is an organizational problem, not a model problem
Insurance AI initiatives stall in production not because the technology fails but because of gaps in governance, tacit knowledge capture, and organizational readiness. John Deahl of Telos argues that closing the pilot-to-production gap requires capturing
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Report
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People
Daniel Epstein
Executive Officer, Director
Matthew Bruno
Director
Keith Pennell
Executive Officer, Director
Norman Merritt
Executive Officer, Director
Andrew White
Executive Officer, Director
Karl Halteman
Executive Officer
Donald DeMuth
Director
David Watkins
Director
Marc Roston
Director
Names and roles come from public filings, company registers and the company's own site. Is this you? Correct or remove · How we handle this data
Offices
Where the company hires and what each office is for
Cities
1
Hiring now
0
Countries
1
Teaneck
United States
HQ
5000+ est. staff